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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
CFD
476
Creative Financial Designs
Indiana
$823K +$6.67K +62 +0.8%
MRC
477
Millburn Ridgefield Corp
New York
$821K +$211K +1,962 +36%
SBH
478
Segall Bryant & Hamill
Illinois
$819K -$76.9K -715 -9%
KTA
479
Keeley-Teton Advisors
Illinois
$818K +$11.5K +107 +1%
TC
480
Trust Company
Kansas
$812K -$43.1K -401 -5%
FTI
481
Fiduciary Trust International
Massachusetts
$810K
NFG
482
Nadler Financial Group
Illinois
$804K
SAM
483
Shamrock Asset Management
Texas
$797K
CGL
484
Clarius Group LLC
Washington
$796K
CAC
485
Certified Advisory Corp
Florida
$796K +$20.2K +188 +3%
MLL
486
Moody Lynn & Lieberson
Massachusetts
$790K
BJL
487
Brighton Jones LLC
Washington
$784K -$99.9K -929 -12%
CCP
488
Corient Capital Partners
California
$768K
LPIC
489
LeJeune Puetz Investment Counsel
Michigan
$764K
SC
490
Stratford Consulting
Texas
$764K +$4.08K +38 +0.6%
EHC
491
Everett Harris & Co
California
$763K
VV
492
Verity & Verity
South Carolina
$756K -$147K -1,365 -17%
PCP
493
Proficio Capital Partners
Massachusetts
$755K -$97.3K -905 -12%
MIM
494
Miller Investment Management
Pennsylvania
$749K
CPA
495
Clear Perspective Advisors
Illinois
$748K
PCM
496
Parsons Capital Management
Rhode Island
$746K +$7.53K +70 +1%
KFGK
497
Keystone Financial Group (Kentucky)
Kentucky
$745K +$721K +6,710 New
GA
498
Greytown Advisors
Florida
$741K -$1.7M -15,835 -70%
CB
499
Commerce Bank
Missouri
$739K +$20.7K +193 +3%
SWM
500
SeaCrest Wealth Management
New York
$739K +$24.8K +231 +4%