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Vanguard Dividend Appreciation ETF

841 hedge funds and large institutions have $9.75B invested in Vanguard Dividend Appreciation ETF in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 303 increasing their positions, 255 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+124
Holders Change %
+17.29%
% of All Funds
19.1%
Holding in Top 10
96
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.08%
% of All Funds
2.18%
New
164
Increased
303
Reduced
255
Closed
32
Calls
$7.94M
Puts
$5.33M
Net Calls
+$2.6M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Shares
Change %
ACS
501
Archford Capital Strategies
Illinois
$638K -$175K -1,712 -22%
VFA
502
Valeo Financial Advisors
Indiana
$636K +$505K +4,948 +386%
AF
503
AMG Funds
Connecticut
$635K +$635K +6,223 New
CFD
504
Creative Financial Designs
Indiana
$633K -$9.7K -95 -2%
NSIM
505
North Star Investment Management
Illinois
$633K
BCM
506
Bienville Capital Management
New York
$629K +$306 +3 +0%
BJL
507
Brighton Jones LLC
Washington
$629K +$14.9K +146 +2%
MWM
508
Meridian Wealth Management
Kentucky
$626K
EAM
509
Evanson Asset Management
California
$616K +$8.57K +84 +1%
AWA
510
Acorn Wealth Advisors
Michigan
$613K +$613K +5,884 New
LW
511
Linscomb Wealth
Texas
$604K
FG
512
Fiduciary Group
Georgia
$598K +$11.6K +114 +2%
LIC
513
Lodestar Investment Counsel
Illinois
$592K +$71.4K +700 +14%
SCM
514
Sterneck Capital Management
Missouri
$589K +$4.39K +43 +0.8%
DHFB
515
Dixon Hubard Feinour & Brown
Virginia
$586K -$9.19K -90 -2%
WC
516
Whitnell & Co
Illinois
$584K +$104K +1,015 +22%
CPA
517
Capital Planning Advisors
California
$583K -$581K -5,688 -50%
MSAM
518
Moloney Securities Asset Management
Missouri
$581K +$241K +2,361 +71%
SFWA
519
Summit Financial Wealth Advisors
Louisiana
$578K -$343K -3,367 -37%
KTM
520
Keeler Thomas Management
Utah
$577K +$577K +5,663 New
LWAC
521
Laurel Wealth Advisors (California)
California
$571K +$110K +1,082 +24%
GAM
522
Gould Asset Management
California
$564K -$31.3K -307 -5%
BWP
523
Baldwin Wealth Partners
Massachusetts
$561K
LCC
524
Lincoln Capital Corp
Rhode Island
$560K
WS
525
Wedbush Securities
California
$556K +$10.6K +104 +2%