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Vanguard Dividend Appreciation ETF

717 hedge funds and large institutions have $8.79B invested in Vanguard Dividend Appreciation ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 296 increasing their positions, 246 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
17.9%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.95%
New
42
Increased
296
Reduced
246
Closed
32
Calls
$13.7M
Puts
$4.89M
Net Calls
+$8.8M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
401
RWA Wealth Partners
Massachusetts
$714K +$146K +1,543 +26%
MLL
402
Moody Lynn & Lieberson
Massachusetts
$708K
CB
403
Commerce Bank
Missouri
$707K -$139K -1,467 -16%
SCG
404
Sonata Capital Group
Washington
$701K -$29.6K -312 -4%
WDL
405
Well Done LLC
Michigan
$696K
BCP
406
Blue Chip Partners
Michigan
$696K +$85.5K +902 +14%
ACP
407
Aviance Capital Partners
Florida
$691K -$45.3K -478 -6%
NFG
408
Nadler Financial Group
Illinois
$689K
EWM
409
Evercore Wealth Management
New York
$683K
SAM
410
Shamrock Asset Management
Texas
$682K -$5.4K -57 -0.8%
CGL
411
Clarius Group LLC
Washington
$681K
SFG
412
SNS Financial Group
Minnesota
$678K -$42.1K -444 -6%
SC
413
Stratford Consulting
Texas
$674K +$2.94K +31 +0.4%
BA
414
BKS Advisors
Michigan
$666K -$11K -116 -2%
VV
415
Verity & Verity
South Carolina
$658K +$18.3K +193 +3%
EC
416
Estate Counselors
Wisconsin
$654K -$95.7K -1,010 -13%
SB
417
Simmons Bank
Arkansas
$652K -$5.69K -60 -0.9%
CRC
418
Curi RMB Capital
Illinois
$649K +$664 +7 +0.1%
LBC
419
Lowe Brockenbrough & Co
Virginia
$648K
DLCIG
420
D.L. Carlson Investment Group
New Hampshire
$646K -$5.12K -54 -0.8%
BFA
421
Benedict Financial Advisors
Georgia
$642K -$59.5K -628 -8%
MIM
422
Miller Investment Management
Pennsylvania
$641K
BRWA
423
B. Riley Wealth Advisors
Florida
$640K +$66.1K +695 +12%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$636K -$3.22K -34 -0.5%
CPA
425
Clear Perspective Advisors
Illinois
$634K