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Vanguard Dividend Appreciation ETF

841 hedge funds and large institutions have $9.75B invested in Vanguard Dividend Appreciation ETF in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 303 increasing their positions, 255 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+124
Holders Change %
+17.29%
% of All Funds
19.1%
Holding in Top 10
96
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.08%
% of All Funds
2.18%
New
164
Increased
303
Reduced
255
Closed
32
Calls
$7.94M
Puts
$5.33M
Net Calls
+$2.6M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Shares
Change %
SAA
451
Southeast Asset Advisors
Georgia
$759K -$46.9K -460 -6%
CF
452
Centaurus Financial
California
$758K +$758K +7,432 New
SCG
453
Sonata Capital Group
Washington
$757K +$2.55K +25 +0.3%
KTA
454
Keeley-Teton Advisors
Illinois
$754K +$189K +1,850 +33%
BOS
455
Bingham Osborn & Scarborough
California
$752K +$505K +4,942 +204%
WDL
456
Well Done LLC
Michigan
$750K
SAM
457
Shamrock Asset Management
Texas
$743K +$8.78K +86 +1%
NFG
458
Nadler Financial Group
Illinois
$741K
CAC
459
Certified Advisory Corp
Florida
$738K +$738K +7,235 New
EWM
460
Evercore Wealth Management
New York
$736K +$816 +8 +0.1%
GRP
461
Global Retirement Partners
California
$736K +$416K +4,079 +130%
BRWA
462
B. Riley Wealth Advisors
Florida
$735K +$47.7K +467 +7%
CGL
463
Clarius Group LLC
Washington
$733K
TL
464
TrueWealth LLC
Georgia
$732K +$732K +7,176 New
IIC
465
Ironwood Investment Counsel
Arizona
$731K -$40.8K -400 -5%
FTUS
466
Flow Traders U.S.
New York
$730K +$730K +7,155 New
SC
467
Stratford Consulting
Texas
$729K +$3.77K +37 +0.5%
ACP
468
Aviance Capital Partners
Florida
$724K -$20.3K -199 -3%
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$724K +$39.2K +384 +6%
SWM
470
SeaCrest Wealth Management
New York
$714K +$714K +7,002 New
EC
471
Estate Counselors
Wisconsin
$704K
GHA
472
GW Henssler & Associates
Georgia
$704K +$54.6K +535 +8%
EWM
473
Empirical Wealth Management
Washington
$702K -$103K -1,012 -13%
SPI
474
Santori & Peters Inc
Pennsylvania
$699K +$699K +7,006 New
SB
475
Simmons Bank
Arkansas
$694K -$7.65K -75 -1%