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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
WSFS
451
Wilmington Savings Fund Society
Delaware
$535K +$46.6K +500 +10%
FCI
452
Financial Counselors Inc
Kansas
$532K -$12.3K -132 -2%
SHGA
453
Sand Hill Global Advisors
California
$525K
KTA
454
Keeley-Teton Advisors
Illinois
$525K +$93 +1 +0%
BWP
455
Baldwin Wealth Partners
Massachusetts
$521K
MIM
456
Midwest Investment Management
Ohio
$521K
LCC
457
Lincoln Capital Corp
Rhode Island
$520K +$93 +1 +0%
SG Americas Securities
458
SG Americas Securities
New York
$518K +$510K +5,463 New
CAM
459
Carret Asset Management
New York
$513K
WS
460
Wedbush Securities
California
$506K +$9.7K +104 +2%
CAMG
461
CWA Asset Management Group
Florida
$506K +$27.4K +294 +6%
FDCC
462
Foster Dykema Cabot & Co
Massachusetts
$502K -$33.8K -362 -6%
Toronto Dominion Bank
463
Toronto Dominion Bank
Ontario, Canada
$501K
IP
464
Intellectus Partners
California
$494K +$20K +214 +4%
LP
465
LGL Partners
Pennsylvania
$493K +$2.24K +24 +0.5%
IAM
466
Integre Asset Management
New York
$490K +$4.11K +44 +0.9%
WA
467
WealthTrust-Arizona
Arizona
$485K +$466 +5 +0.1%
LIC
468
Lodestar Investment Counsel
Illinois
$484K
FA
469
FC Advisory
Pennsylvania
$484K +$1.21K +13 +0.3%
FNB
470
Farmers National Bank
Kentucky
$484K +$18.3K +196 +4%
YP
471
Yellowstone Partners
Idaho
$483K +$475K +5,094 New
Barclays
472
Barclays
United Kingdom
$482K +$331K +3,553 +231%
CIAS
473
Capital Investment Advisory Services
North Carolina
$477K +$68.2K +731 +17%
RFC
474
Regions Financial Corp
Alabama
$467K +$22.6K +242 +5%
DWA
475
Douglass Winthrop Advisors
New York
$461K