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Vanguard Dividend Appreciation ETF

717 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
Holders
717
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
1.95%
New
42
Increased
296
Reduced
246
Closed
32
Calls
$13.7M
Puts
$4.89M
Net Calls
+$8.8M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
501
Triangle Securities Wealth Management
North Carolina
$387K -$5.88K -62 -1%
CCM
502
Coe Capital Management
Illinois
$385K -$34.1K -360 -8%
SC
503
Savant Capital
Illinois
$385K +$64.4K +679 +20%
MHIC
504
Marble Harbor Investment Counsel
Massachusetts
$380K +$3.79K +40 +1%
NFP
505
Narus Financial Partners
Utah
$375K +$115K +1,217 +44%
EDRH
506
Edmond de Rothschild Holding
Switzerland
$373K
PP
507
Patten & Patten
Tennessee
$372K
BCM
508
Boltwood Capital Management
California
$371K
TIM
509
Tortoise Investment Management
New York
$366K
OWM
510
Orgel Wealth Management
Wisconsin
$363K -$141K -1,489 -28%
RC
511
RegentAtlantic Capital
New Jersey
$360K +$126K +1,329 +54%
DY
512
Dowling & Yahnke
California
$355K
QCMC
513
Quantum Capital Management (California)
California
$354K
BCM
514
Brookmont Capital Management
Texas
$349K +$47.8K +505 +16%
SSB
515
Sandy Spring Bank
Maryland
$344K -$131K -1,383 -28%
LPT
516
Legacy Private Trust
Wisconsin
$344K +$17.1K +180 +5%
NFG
517
Nations Financial Group
Iowa
$335K +$569 +6 +0.2%
PFP
518
Pinnacle Financial Partners
Tennessee
$332K -$740K -7,803 -69%
CAM
519
Covenant Asset Management
New Jersey
$330K -$5.69K -60 -2%
LCM
520
Liberty Capital Management
Michigan
$330K +$330K +3,392 New
BHB
521
Bank Hapoalim BM
Israel
$329K -$166K -1,750 -34%
Lido Advisors
522
Lido Advisors
California
$329K +$329K +3,400 New
TCOO
523
Trust Company of Oklahoma
Oklahoma
$327K +$23.7K +250 +8%
PWM
524
Perigon Wealth Management
California
$326K -$45.7K -482 -12%
HCM
525
Hengehold Capital Management
Ohio
$321K -$6.45K -68 -2%