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Vanguard Dividend Appreciation ETF

910 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
Holders
910
Holders Change
+54
Holders Change %
+6.31%
% of All Funds
20.84%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.27%
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
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$74.3M -$6.52M -58,913 -8%
Brown Advisory
27
Brown Advisory
Maryland
$72.7M +$392K +3,543 +0.5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$67.4M -$7.97K -72 -0%
GT
29
Glenmede Trust
Pennsylvania
$62.7M +$62.7M +566,394 New
MML Investors Services
30
MML Investors Services
Massachusetts
$62.7M +$16.5M +148,711 +36%
S
31
SignatureFD
Georgia
$60.6M +$20M +180,571 +49%
Goldman Sachs
32
Goldman Sachs
New York
$58.5M +$6.95M +62,822 +14%
PI
33
PFS Investments
Georgia
$58M +$5.62M +50,811 +11%
CFA
34
Capstone Financial Advisors
Illinois
$56M -$4.76M -43,026 -8%
LNC
35
Lincoln National Corp
Pennsylvania
$55.9M +$1.21M +10,902 +2%
JIC
36
Joel Isaacson & Co
New York
$53.4M +$302K +2,726 +0.6%
PA
37
Planning Alternatives
Michigan
$51.3M -$254K -2,299 -0.5%
MB
38
Mizuho Bank
Japan
$49.8M +$49.8M +450,000 New
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$49.6M +$1.57M +14,156 +3%
ZB
40
Zions Bancorporation
Utah
$49.3M +$49.3M +445,009 New
AL
41
Aspiriant LLC
California
$45.1M -$66.5K -601 -0.1%
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$42.6M +$290K +2,618 +0.7%
AG
43
Advisor Group
Arizona
$42.3M +$8.49M +76,687 +25%
SFSG
44
Stearns Financial Services Group
North Carolina
$42.1M +$1.96M +17,718 +5%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$41.4M +$1.95M +17,509 +5%
VM
46
VPR Management
Texas
$39.9M
Mariner
47
Mariner
Kansas
$37.2M -$653K -5,897 -2%
CL
48
Cabana LLC
Arkansas
$37.1M +$3.55M +32,099 +11%
SF
49
Synovus Financial
Georgia
$36.9M -$2.3M -20,797 -6%
BMM
50
Berkshire Money Management
Massachusetts
$36.8M -$87.6K -791 -0.2%