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Vanguard Dividend Appreciation ETF

857 hedge funds and large institutions have $9.77B invested in Vanguard Dividend Appreciation ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 313 increasing their positions, 312 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $6.47M

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

2% more funds holding

Funds holding: 842857 (+15)

1% more funds holding in top 10

Funds holding in top 10: 9596 (+1)

2% more capital invested

Capital invested by funds: $9.61B → $9.77B (+$155M)

0% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 312

302.78% less ownership

Funds ownership: 341.56%38.78% (-303%)

Holders
857
Holders Change
+15
Holders Change %
+1.78%
% of All Funds
19.62%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
2.2%
New
53
Increased
313
Reduced
312
Closed
33
Calls
$17.1M
Puts
$6.47M
Net Calls
+$10.6M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
376
Geneos Wealth Management
Colorado
$1.16M -$166K -1,629 -13%
JCM
377
Jag Capital Management
Missouri
$1.15M
CA
378
Clearstead Advisors
Ohio
$1.15M -$204K -2,000 -15%
FNBT
379
FineMark National Bank & Trust
Florida
$1.15M -$40.6K -398 -3%
PA
380
PFG Advisors
Arizona
$1.14M -$127K -1,247 -10%
LRPA
381
L. Roy Papp & Associates
Arizona
$1.13M -$109K -1,070 -9%
ASN
382
Advisory Services Network
Georgia
$1.13M -$938K -9,204 -46%
BA
383
Bristlecone Advisors
Washington
$1.12M +$3.47K +34 +0.3%
WJA
384
Williams Jones & Associates
New York
$1.12M +$133K +1,300 +13%
SGCA
385
Steel Grove Capital Advisors
Tennessee
$1.11M
VWA
386
V Wealth Advisors
Kansas
$1.1M +$83.4K +818 +8%
CG
387
Caprock Group
Idaho
$1.09M -$28.4K -279 -3%
MIM
388
Macroview Investment Management
Maryland
$1.09M -$17.9K -176 -2%
NA
389
Nottingham Advisors
New York
$1.09M
CPIA
390
Cornell Pochily Investment Advisors
New York
$1.08M +$9.58K +94 +0.9%
RGC
391
Roberts, Glore & Co
Illinois
$1.08M -$40.8K -400 -4%
AWM
392
Avior Wealth Management
Nebraska
$1.07M -$510 -5 -0%
ALIONA
393
Allianz Life Insurance of North America
Minnesota
$1.07M +$1.13M +11,054 New
ACS
394
Archford Capital Strategies
Illinois
$1.05M +$1.06M +10,377 New
BCP
395
Blue Chip Partners
Michigan
$1.05M +$183K +1,799 +21%
FNBOMD
396
First National Bank of Mount Dora
Florida
$1.04M
CWS
397
Cypress Wealth Services
California
$1.03M +$113K +1,112 +12%
PAS
398
Partnervest Advisory Services
California
$1.03M -$57.7K -566 -5%
GC
399
Grimes & Company
Massachusetts
$1.03M +$48.9K +480 +5%
PMFA
400
Plante Moran Financial Advisors
Michigan
$1.03M +$28.7K +282 +3%