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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
CAC
476
Certified Advisory Corp
Florida
$711K -$102 -1 -0%
POIA
477
Pin Oak Investment Advisors
Texas
$706K -$151K -1,484 -18%
CCP
478
Corient Capital Partners
California
$705K -$7.75K -76 -1%
LFS
479
Legacy Financial Strategies
Kansas
$703K +$28.8K +283 +4%
MWM
480
Meridian Wealth Management
Kentucky
$702K -$2.24K -22 -0.3%
LPIC
481
LeJeune Puetz Investment Counsel
Michigan
$701K -$163K -1,600 -19%
EHC
482
Everett Harris & Co
California
$700K -$153K -1,505 -18%
SC
483
Stratford Consulting
Texas
$698K -$31.9K -313 -4%
FIM
484
Frontier Investment Management
Texas
$697K -$58.9K -578 -8%
ACM
485
AlphaStar Capital Management
North Carolina
$696K +$698K +6,844 New
MIM
486
Miller Investment Management
Pennsylvania
$687K
CPA
487
Clear Perspective Advisors
Illinois
$686K +$7.13K +70 +1%
NSIM
488
North Star Investment Management
Illinois
$681K +$51K +500 +8%
PCM
489
Parsons Capital Management
Rhode Island
$678K +$9.68K +95 +1%
WMG
490
WESCAP Management Group
California
$672K
GHA
491
GW Henssler & Associates
Georgia
$671K +$5.1K +50 +0.8%
TL
492
TrueWealth LLC
Georgia
$670K +$5.2K +51 +0.8%
SS
493
Simplicity Solutions
Minnesota
$669K +$108K +1,063 +19%
CB
494
Commerce Bank
Missouri
$659K -$29.1K -285 -4%
LBC
495
Lowe Brockenbrough & Co
Virginia
$657K -$4.08K -40 -0.6%
KTM
496
Keeler Thomas Management
Utah
$656K +$51K +500 +8%
SWM
497
SeaCrest Wealth Management
New York
$655K -$50.3K -493 -7%
NWM
498
Northwest Wealth Management
Iowa
$653K -$7.03K -69 -1%
OIWM
499
OptiFour Integrated Wealth Management
Virginia
$648K
BA
500
BKS Advisors
Michigan
$646K -$612 -6 -0.1%