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Vanguard Dividend Appreciation ETF

910 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+54
Holders Change %
+6.31%
% of All Funds
20.84%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.27%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
376
V Wealth Advisors
Kansas
$1.38M +$205K +1,854 +17%
BCWM
377
Bartlett & Co Wealth Management
Ohio
$1.36M +$1.45K +13 +0.1%
TPWA
378
TRUE Private Wealth Advisors
Oregon
$1.36M -$24.5K -220 -2%
BC
379
Bartlett & Co
Ohio
$1.36M +$1.44K +13 +0.1%
SA
380
SRH Advisors
Kansas
$1.32M +$43.7K +395 +3%
WAG
381
Winthrop Advisory Group
Massachusetts
$1.31M +$2.44K +22 +0.2%
FNT
382
First National Trust
Pennsylvania
$1.31M +$17.2K +155 +1%
SGCA
383
Steel Grove Capital Advisors
Tennessee
$1.3M +$97.4K +876 +8%
IFWM
384
Institute for Wealth Management
Colorado
$1.3M -$597K -5,380 -32%
FMWA
385
Forvis Mazars Wealth Advisors
Missouri
$1.3M +$1.3M +11,710 New
NA
386
NewEdge Advisors
Louisiana
$1.26M +$189K +1,709 +18%
FA
387
FDx Advisors
Illinois
$1.25M -$871K -7,867 -41%
NWP
388
Northstar Wealth Partners
Connecticut
$1.23M +$247K +2,230 +25%
EWA
389
Exencial Wealth Advisors
Oklahoma
$1.22M -$52.6K -475 -4%
BA
390
Bristlecone Advisors
Washington
$1.22M +$5.09K +46 +0.4%
PAS
391
Partnervest Advisory Services
California
$1.21M +$91.1K +823 +8%
PA
392
PFG Advisors
Arizona
$1.2M +$25.3K +243 +2%
JCM
393
Jag Capital Management
Missouri
$1.19M -$55.9K -505 -4%
CG
394
Caprock Group
Idaho
$1.19M +$4.89K +44 +0.4%
RIA
395
RPG Investment Advisory
California
$1.19M -$79.8K -721 -6%
PPSG
396
Princeton Portfolio Strategies Group
New Jersey
$1.19M +$957K +8,643 +420%
LRPA
397
L. Roy Papp & Associates
Arizona
$1.17M -$61.6K -556 -5%
PWM
398
Perigon Wealth Management
California
$1.17M +$128K +1,147 +12%
CPIA
399
Cornell Pochily Investment Advisors
New York
$1.17M -$6.64K -60 -0.6%
ASN
400
Advisory Services Network
Georgia
$1.17M -$4.76K -43 -0.4%