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Vanguard Dividend Appreciation ETF

857 hedge funds and large institutions have $9.77B invested in Vanguard Dividend Appreciation ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 313 increasing their positions, 312 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $6.47M

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

2% more funds holding

Funds holding: 842857 (+15)

1% more funds holding in top 10

Funds holding in top 10: 9596 (+1)

2% more capital invested

Capital invested by funds: $9.61B → $9.77B (+$155M)

0% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 312

302.78% less ownership

Funds ownership: 341.56%38.78% (-303%)

Holders
857
Holders Change
+15
Holders Change %
+1.78%
% of All Funds
19.62%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
2.2%
New
53
Increased
313
Reduced
312
Closed
33
Calls
$17.1M
Puts
$6.47M
Net Calls
+$10.6M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
426
Whitnell & Co
Illinois
$874K -$122K -1,199 -12%
RI
427
Ridgewood Investments
New Jersey
$871K
RA
428
RFG Advisory
Alabama
$860K +$630K +6,179 +270%
RFC
429
Regions Financial Corp
Alabama
$855K +$138K +1,350 +19%
ATFA
430
All Terrain Financial Advisors
Minnesota
$854K -$44.9K -440 -5%
CWM
431
Cranbrook Wealth Management
Michigan
$854K
AF
432
Affiance Financial
Minnesota
$854K +$91.9K +902 +12%
FT
433
Fiduciary Trust
Massachusetts
$842K +$57.8K +567 +7%
KIA
434
KCM Investment Advisors
California
$838K -$11.8K -116 -1%
VV
435
Verity & Verity
South Carolina
$833K +$23.1K +227 +3%
SB
436
Simmons Bank
Arkansas
$826K +$171K +1,675 +26%
SCG
437
Sonata Capital Group
Washington
$825K
SBH
438
Segall Bryant & Hamill
Illinois
$825K +$275K +2,700 +50%
NB
439
Northwest Bancshares
Pennsylvania
$820K
ACP
440
Aviance Capital Partners
Florida
$819K +$42.4K +416 +5%
BJL
441
Brighton Jones LLC
Washington
$814K +$179K +1,756 +28%
DE
442
Day & Ennis
Georgia
$812K +$541K +5,304 +198%
MA
443
MUFG Americas
New York
$805K -$4.59K -45 -0.6%
AWM
444
Altavista Wealth Management
North Carolina
$800K +$26.5K +260 +3%
GJIC
445
Gamble Jones Investment Counsel
California
$794K -$129K -1,265 -14%
FPFS
446
First Personal Financial Services
North Carolina
$794K -$34.4K -337 -4%
TC
447
Trust Company
Kansas
$787K -$67.8K -665 -8%
PCP
448
Proficio Capital Partners
Massachusetts
$785K -$733K -7,192 -48%
RBCM
449
Raub Brock Capital Management
California
$783K -$12K -118 -2%
SMG
450
Spectrum Management Group
Indiana
$781K +$102 +1 +0%