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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
AWP
501
Ascent Wealth Partners
New York
$390K
TSWM
502
Triangle Securities Wealth Management
North Carolina
$387K -$5.79K -62 -1%
CCM
503
Coe Capital Management
Illinois
$385K -$33.6K -360 -8%
SC
504
Savant Capital
Illinois
$385K +$63.4K +679 +20%
MHIC
505
Marble Harbor Investment Counsel
Massachusetts
$380K +$3.73K +40 +1%
NFP
506
Narus Financial Partners
Utah
$375K +$114K +1,217 +44%
EDRH
507
Edmond de Rothschild Holding
Switzerland
$373K
PP
508
Patten & Patten
Tennessee
$372K
BCM
509
Boltwood Capital Management
California
$371K
TIM
510
Tortoise Investment Management
New York
$366K
OWM
511
Orgel Wealth Management
Wisconsin
$363K -$139K -1,489 -28%
RC
512
RegentAtlantic Capital
New Jersey
$360K +$124K +1,329 +54%
DY
513
Dowling & Yahnke
California
$355K
QCMC
514
Quantum Capital Management (California)
California
$354K
BCM
515
Brookmont Capital Management
Texas
$349K +$47.1K +505 +16%
SSB
516
Sandy Spring Bank
Maryland
$344K -$129K -1,383 -28%
LPT
517
Legacy Private Trust
Wisconsin
$344K +$16.8K +180 +5%
NFG
518
Nations Financial Group
Iowa
$335K +$560 +6 +0.2%
PFPT
519
Pinnacle Financial Partners (Tennessee)
Tennessee
$332K -$728K -7,803 -69%
CAM
520
Covenant Asset Management
New Jersey
$330K -$5.6K -60 -2%
LCM
521
Liberty Capital Management
Michigan
$330K +$316K +3,392 New
BHB
522
Bank Hapoalim BM
Israel
$329K -$163K -1,750 -34%
Lido Advisors
523
Lido Advisors
California
$329K +$317K +3,400 New
TCOO
524
Trust Company of Oklahoma
Oklahoma
$327K +$23.3K +250 +8%
PWM
525
Perigon Wealth Management
California
$326K -$45K -482 -12%