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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
CFIA
501
Cantor Fitzgerald Investment Advisors
New York
$639K
GIM
502
Goelzer Investment Management
Indiana
$639K +$373K +3,663 +139%
BIM
503
Baldwin Investment Management
Pennsylvania
$639K +$641K +6,285 New
MFW
504
Mosaic Family Wealth
Missouri
$637K
CCT
505
Capital City Trust
Florida
$632K -$5.61K -55 -0.9%
FFG
506
Ford Financial Group
California
$624K
BFA
507
Benedict Financial Advisors
Georgia
$623K -$7.13K -70 -1%
CPA
508
Capital Planning Advisors
California
$614K -$115K -1,132 -16%
DLCIG
509
D.L. Carlson Investment Group
New Hampshire
$612K -$34.8K -341 -5%
Cerity Partners
510
Cerity Partners
New York
$611K
SPI
511
Santori & Peters Inc
Pennsylvania
$607K -$104K -1,025 -15%
EAM
512
Evanson Asset Management
California
$604K +$204 +2 +0%
LRIA
513
Leonard Rickey Investment Advisors
Washington
$602K -$74K -726 -11%
WDL
514
Well Done LLC
Michigan
$596K -$151K -1,480 -20%
AWA
515
Acorn Wealth Advisors
Michigan
$590K -$10.2K -100 -2%
TC
516
Trilogy Capital
California
$588K +$239K +2,344 +68%
RWM
517
Ritholtz Wealth Management
New York
$587K -$10.5K -103 -2%
VCWA
518
Vanguard Capital Wealth Advisors
Colorado
$585K -$11.8K -116 -2%
FCI
519
Financial Counselors Inc
Kansas
$584K -$6.01K -59 -1%
MSAM
520
Moloney Securities Asset Management
Missouri
$582K
FG
521
Fiduciary Group
Georgia
$581K
AAS
522
Annex Advisory Services
Wisconsin
$579K -$72.5K -711 -11%
Chevy Chase Trust
523
Chevy Chase Trust
Maryland
$578K +$95.4K +936 +20%
SCM
524
Sterneck Capital Management
Missouri
$576K
CM
525
Capital Management
Virginia
$572K -$14.3K -140 -2%