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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
ACP
451
Arcus Capital Partners
Georgia
$778K +$2.14K +21 +0.3%
IIC
452
Ironwood Investment Counsel
Arizona
$774K +$45.9K +450 +6%
RMCM
453
Reynders McVeigh Capital Management
Massachusetts
$771K +$102K +999 +15%
WA
454
WealthTrust-Arizona
Arizona
$767K +$254K +2,492 +49%
LP
455
LGL Partners
Pennsylvania
$766K -$85.4K -838 -10%
EC
456
Estate Counselors
Wisconsin
$762K +$163K +1,600 +27%
BAS
457
Brown Advisory Securities
Maryland
$757K -$306 -3 -0%
SAA
458
Southeast Asset Advisors
Georgia
$756K
AWM
459
Altium Wealth Management
New York
$752K -$8.36K -82 -1%
CFD
460
Creative Financial Designs
Indiana
$749K +$78K +765 +12%
HL
461
HeadInvest LLC
Maine
$747K -$10.2K -100 -1%
FTI
462
Fiduciary Trust International
Massachusetts
$743K +$746K +7,315 New
KTA
463
Keeley-Teton Advisors
Illinois
$740K
NFG
464
Nadler Financial Group
Illinois
$738K +$89.7K +880 +14%
FI
465
FormulaFolio Investments
Michigan
$736K +$10.6K +104 +1%
SAM
466
Shamrock Asset Management
Texas
$732K
KJWM
467
Kiley Juergens Wealth Management
Washington
$732K +$35.7K +350 +5%
CGL
468
Clarius Group LLC
Washington
$731K
CB
469
Chemical Bank
Michigan
$727K -$117K -1,148 -14%
AIP
470
Almanack Investment Partners
Pennsylvania
$727K -$38.6K -379 -5%
MLL
471
Moody Lynn & Lieberson
Massachusetts
$725K -$17.8K -175 -2%
EWM
472
Empirical Wealth Management
Washington
$723K +$2.96K +29 +0.4%
SEI Investments
473
SEI Investments
Pennsylvania
$719K +$46.2K +453 +7%
BRWA
474
B. Riley Wealth Advisors
Florida
$713K +$37K +363 +5%
SCM
475
Southport Capital Management
Tennessee
$713K +$292K +2,868 +69%