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Vanguard Dividend Appreciation ETF

911 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

232% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 25

157% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $7.69M

17% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 300

15% more capital invested

Capital invested by funds: $9.77B → $11.2B (+$1.44B)

6% more funds holding

Funds holding: 857911 (+54)

3% more funds holding in top 10

Funds holding in top 10: 9699 (+3)

0.68% more ownership

Funds ownership: 38.78%39.46% (+0.68%)

Holders
911
Holders Change
+54
Holders Change %
+6.3%
% of All Funds
20.83%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.26%
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
Change in
Stake
CA
376
Clearstead Advisors
Ohio
$1.4M +$150K +1,400 +12%
VWA
377
V Wealth Advisors
Kansas
$1.38M +$199K +1,854 +17%
BCWM
378
Bartlett & Co Wealth Management
Ohio
$1.36M +$1.4K +13 +0.1%
TPWA
379
TRUE Private Wealth Advisors
Oregon
$1.36M -$23.6K -220 -2%
BC
380
Bartlett & Co
Ohio
$1.36M +$1.4K +13 +0.1%
SA
381
SRH Advisors
Kansas
$1.32M +$42.5K +395 +3%
WAG
382
Winthrop Advisory Group
Massachusetts
$1.31M +$2.37K +22 +0.2%
FNT
383
First National Trust
Pennsylvania
$1.31M +$16.7K +155 +1%
SGCA
384
Steel Grove Capital Advisors
Tennessee
$1.3M +$94.2K +876 +8%
IFWM
385
Institute for Wealth Management
Colorado
$1.3M -$578K -5,380 -32%
FMWA
386
Forvis Mazars Wealth Advisors
Missouri
$1.3M +$1.26M +11,710 New
NA
387
NewEdge Advisors
Louisiana
$1.26M +$184K +1,709 +18%
FA
388
FDx Advisors
Illinois
$1.25M -$846K -7,867 -41%
NWP
389
Northstar Wealth Partners
Connecticut
$1.23M +$240K +2,230 +25%
EWA
390
Exencial Wealth Advisors
Oklahoma
$1.22M -$51.1K -475 -4%
BA
391
Bristlecone Advisors
Washington
$1.22M +$4.95K +46 +0.4%
PAS
392
Partnervest Advisory Services
California
$1.21M +$88.5K +823 +8%
PA
393
PFG Advisors
Arizona
$1.2M +$26.1K +243 +2%
JCM
394
Jag Capital Management
Missouri
$1.19M -$54.3K -505 -4%
CG
395
Caprock Group
Idaho
$1.19M +$4.73K +44 +0.4%
RIA
396
RPG Investment Advisory
California
$1.19M -$77.5K -721 -6%
PPSG
397
Princeton Portfolio Strategies Group
New Jersey
$1.19M +$929K +8,643 +420%
LRPA
398
L. Roy Papp & Associates
Arizona
$1.17M -$59.8K -556 -5%
PWM
399
Perigon Wealth Management
California
$1.17M +$123K +1,147 +12%
CPIA
400
Cornell Pochily Investment Advisors
New York
$1.17M -$6.45K -60 -0.6%