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Vanguard Dividend Appreciation ETF

718 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

180% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $4.89M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

20% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 246

1% more funds holding

Funds holding: 710718 (+8)

2% more capital invested

Capital invested by funds: $8.58B → $8.79B (+$211M)

0.36% less ownership

Funds ownership: 35.17%34.81% (-0.36%)

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

Holders
718
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
1.94%
New
42
Increased
296
Reduced
246
Closed
32
Calls
$13.7M
Puts
$4.89M
Net Calls
+$8.79M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
401
Ironwood Investment Counsel
Arizona
$717K -$70.4K -755 -9%
RWP
402
RWA Wealth Partners
Massachusetts
$714K +$144K +1,543 +26%
MLL
403
Moody Lynn & Lieberson
Massachusetts
$708K
CB
404
Commerce Bank
Missouri
$707K -$137K -1,467 -16%
SCG
405
Sonata Capital Group
Washington
$701K -$29.1K -312 -4%
WDL
406
Well Done LLC
Michigan
$696K
BCP
407
Blue Chip Partners
Michigan
$696K +$84.2K +902 +14%
ACP
408
Aviance Capital Partners
Florida
$691K -$44.6K -478 -6%
NFG
409
Nadler Financial Group
Illinois
$689K
EWM
410
Evercore Wealth Management
New York
$683K
SAM
411
Shamrock Asset Management
Texas
$682K -$5.32K -57 -0.8%
CGL
412
Clarius Group LLC
Washington
$681K
SFG
413
SNS Financial Group
Minnesota
$678K -$41.4K -444 -6%
SC
414
Stratford Consulting
Texas
$674K +$2.89K +31 +0.4%
BA
415
BKS Advisors
Michigan
$666K -$10.8K -116 -2%
VV
416
Verity & Verity
South Carolina
$658K +$18K +193 +3%
EC
417
Estate Counselors
Wisconsin
$654K -$94.2K -1,010 -13%
SB
418
Simmons Bank
Arkansas
$652K -$5.6K -60 -0.9%
CRC
419
Curi RMB Capital
Illinois
$649K +$653 +7 +0.1%
LBC
420
Lowe Brockenbrough & Co
Virginia
$648K
DLCIG
421
D.L. Carlson Investment Group
New Hampshire
$646K -$5.04K -54 -0.8%
BFA
422
Benedict Financial Advisors
Georgia
$642K -$58.6K -628 -8%
MIM
423
Miller Investment Management
Pennsylvania
$641K
BRWA
424
B. Riley Wealth Advisors
Florida
$640K +$64.8K +695 +12%
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$636K -$3.17K -34 -0.5%