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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
SCM
451
Southport Capital Management
Tennessee
$917K +$136K +1,266 +18%
GHA
452
GW Henssler & Associates
Georgia
$916K +$180K +1,673 +25%
CB
453
Chemical Bank
Michigan
$910K +$115K +1,069 +15%
EWM
454
Evercore Wealth Management
New York
$902K -$146K -1,360 -14%
NB
455
Northwest Bancshares
Pennsylvania
$893K
BRWA
456
B. Riley Wealth Advisors
Florida
$888K +$108K +1,004 +14%
ATFA
457
All Terrain Financial Advisors
Minnesota
$887K -$42.4K -394 -5%
WC
458
Wexford Capital
Florida
$886K +$861K +8,005 New
IWC
459
Integrated Wealth Concepts
Massachusetts
$883K -$149K -1,388 -15%
SB
460
Simmons Bank
Arkansas
$872K -$27.4K -255 -3%
FIM
461
Frontier Investment Management
Texas
$870K +$107K +993 +14%
MA
462
MUFG Americas
New York
$864K -$12.9K -120 -2%
AIP
463
Almanack Investment Partners
Pennsylvania
$861K +$87.1K +810 +11%
WC
464
Whitnell & Co
Illinois
$854K -$95.4K -887 -10%
SMG
465
Spectrum Management Group
Indiana
$851K +$107 +1 +0%
ACP
466
Arcus Capital Partners
Georgia
$850K +$3.23K +30 +0.4%
Simplex Trading
467
Simplex Trading
Illinois
$850K +$826K +7,683 New
LP
468
LGL Partners
Pennsylvania
$839K +$4.3K +40 +0.5%
IIC
469
Ironwood Investment Counsel
Arizona
$838K -$4.73K -44 -0.6%
SS
470
Simplicity Solutions
Minnesota
$836K +$103K +960 +15%
Mirae Asset Global Investments
471
Mirae Asset Global Investments
South Korea
$836K +$812K +7,550 New
RMCM
472
Reynders McVeigh Capital Management
Massachusetts
$829K -$11K -102 -1%
GJIC
473
Gamble Jones Investment Counsel
California
$827K -$36.9K -343 -4%
BAS
474
Brown Advisory Securities
Maryland
$825K +$322 +3 +0%
SAA
475
Southeast Asset Advisors
Georgia
$824K