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Vanguard Dividend Appreciation ETF

718 hedge funds and large institutions have $8.79B invested in Vanguard Dividend Appreciation ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 296 increasing their positions, 246 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $4.89M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

20% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 246

1% more funds holding

Funds holding: 710718 (+8)

2% more capital invested

Capital invested by funds: $8.58B → $8.79B (+$211M)

0.36% less ownership

Funds ownership: 35.17%34.81% (-0.36%)

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

Holders
718
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
17.9%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.94%
New
42
Increased
296
Reduced
246
Closed
32
Calls
$13.7M
Puts
$4.89M
Net Calls
+$8.79M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
476
Whitnell & Co
Illinois
$447K
GP
477
Girard Partners
Pennsylvania
$446K -$33.5K -359 -7%
BG
478
Bahl & Gaynor
Ohio
$446K +$68.3K +732 +18%
MAM
479
Meeder Asset Management
Ohio
$443K +$4.38K +47 +1%
PFS
480
Prospera Financial Services
Texas
$441K -$1.4K -15 -0.3%
DAS
481
Dynamic Advisor Solutions
Arizona
$440K -$48.3K -518 -10%
WAP
482
Wealthcare Advisory Partners
Pennsylvania
$434K +$370K +3,964 +640%
KC
483
Kingfisher Capital
North Carolina
$429K +$1.96K +21 +0.5%
LWAC
484
Laurel Wealth Advisors (California)
California
$428K +$933 +10 +0.2%
Simplex Trading
485
Simplex Trading
Illinois
$423K +$408K +4,371 +4,751%
MWM
486
Merriman Wealth Management
Washington
$421K +$415K +4,446 New
CCA
487
Clearwater Capital Advisors
Illinois
$420K -$14.2K -152 -3%
GA
488
Greytown Advisors
Florida
$419K
NA
489
NewEdge Advisors
Louisiana
$414K +$10.2K +109 +3%
SEIA
490
Signature Estate & Investment Advisors
California
$413K +$840 +9 +0.2%
CM
491
Capital Management
Virginia
$411K +$3.92K +42 +1%
WKWM
492
Walter & Keenan Wealth Management
Indiana
$411K +$112K +1,200 +38%
DBT
493
Dubuque Bank & Trust
Iowa
$409K
NDSI
494
Newman Dignan & Sheerar Inc
Rhode Island
$404K +$1.31K +14 +0.3%
FWM
495
Focused Wealth Management
New York
$404K +$24.9K +267 +7%
AWM
496
Altavista Wealth Management
North Carolina
$403K +$52.2K +560 +15%
CA
497
Capital Advantage
California
$400K +$7K +75 +2%
SCA
498
STALEY CAPITAL ADVISERS
Pennsylvania
$400K +$37.3K +400 +10%
BFA
499
Bragg Financial Advisors
North Carolina
$399K
ACM
500
Advisors Capital Management
New Jersey
$398K -$148K -1,591 -27%