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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
ASN
401
Advisory Services Network
Georgia
$1.17M -$4.62K -43 -0.4%
AWM
402
Avior Wealth Management
Nebraska
$1.17M -$215 -2 -0%
WJA
403
Williams Jones & Associates
New York
$1.16M -$53.7K -500 -5%
NA
404
Nottingham Advisors
New York
$1.16M -$34.4K -320 -3%
RGC
405
Roberts, Glore & Co
Illinois
$1.15M -$24.2K -225 -2%
FNBOMD
406
First National Bank of Mount Dora
Florida
$1.13M
CWS
407
Cypress Wealth Services
California
$1.13M +$4.19K +39 +0.4%
CIC
408
Cutler Investment Counsel
Oregon
$1.13M +$1.09M +10,160 New
PMFA
409
Plante Moran Financial Advisors
Michigan
$1.12M
GC
410
Grimes & Company
Massachusetts
$1.11M -$7.96K -74 -0.7%
DWT
411
Dorsey & Whitney Trust
South Dakota
$1.11M
LCS
412
Levin Capital Strategies
New York
$1.11M
LIC
413
Lodestar Investment Counsel
Illinois
$1.1M -$454K -4,219 -30%
CNB
414
Camden National Bank
Maine
$1.08M -$11.8K -110 -1%
MOS
415
MGO One Seven
Ohio
$1.07M +$1.04M +9,643 New
ALIONA
416
Allianz Life Insurance of North America
Minnesota
$1.07M -$150K -1,391 -13%
FPGK
417
Financial Partners Group (Kansas)
Kansas
$1.07M +$8.81K +82 +0.9%
SFS
418
Sowell Financial Services
Arkansas
$1.06M +$15.5K +144 +2%
DDC
419
DF Dent & Co
Maryland
$1.05M -$3.76K -35 -0.4%
FNBT
420
FineMark National Bank & Trust
Florida
$1.05M -$189K -1,755 -16%
EWM
421
Empirical Wealth Management
Washington
$1.05M +$258K +2,397 +34%
BCP
422
Blue Chip Partners
Michigan
$1.05M -$90.6K -843 -8%
V
423
Veritable
Delaware
$1.04M
WIA
424
Wealthstreet Investment Advisors
Texas
$1.04M -$11.3K -105 -1%
BB
425
Busey Bank
Illinois
$1.04M