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Vanguard Dividend Appreciation ETF

856 hedge funds and large institutions have $9.76B 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
Holders
856
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
$6.48M
Net Calls
+$10.6M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$68.5M +$8.95M +88,063 +15%
Brown Advisory
27
Brown Advisory
Maryland
$66.4M -$618K -6,078 -0.9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$61.9M +$3.52M +34,662 +6%
CFA
29
Capstone Financial Advisors
Illinois
$55.8M -$1.22M -12,022 -2%
LNC
30
Lincoln National Corp
Pennsylvania
$50.2M +$2.14M +21,039 +4%
PI
31
PFS Investments
Georgia
$49.3M +$11.5M +110,196 +30%
JIC
32
Joel Isaacson & Co
New York
$48.8M +$1.1M +10,792 +2%
PA
33
Planning Alternatives
Michigan
$47.3M -$37K -364 -0.1%
Goldman Sachs
34
Goldman Sachs
New York
$47.3M +$15.3K +151 +0%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$44.1M -$563K -5,542 -1%
MML Investors Services
36
MML Investors Services
Massachusetts
$42.4M +$235K +2,310 +0.6%
AL
37
Aspiriant LLC
California
$41.4M -$1.24M -12,245 -3%
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$38.8M +$942K +9,274 +2%
S
39
SignatureFD
Georgia
$37.3M +$4.95M +48,701 +15%
SFSG
40
Stearns Financial Services Group
North Carolina
$36.9M -$1.38M -13,596 -4%
VM
41
VPR Management
Texas
$36.6M
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$36.3M +$3.89M +38,064 +12%
SF
43
Synovus Financial
Georgia
$36M -$52.8M -519,554 -59%
Mariner
44
Mariner
Kansas
$34.7M +$49.1K +483 +0.1%
BMM
45
Berkshire Money Management
Massachusetts
$34.2M -$1.15M -11,172 -3%
JFA
46
JNBA Financial Advisors
Minnesota
$33.6M -$490K -4,817 -1%
FTIOP
47
Fiduciary Trust International of Pennsylvania
Pennsylvania
$33.4M +$19M +231,460 +132%
SFS
48
Strategic Financial Services
New York
$32.5M +$1.77M +17,373 +6%
DC
49
Derby & Company
Massachusetts
$31.2M +$1.49M +14,650 +5%
AG
50
Advisor Group
Arizona
$31.1M -$179K -1,764 -0.6%