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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
LFS
501
Lutz Financial Services
Nebraska
$735K +$713K +6,637 New
POIA
502
Pin Oak Investment Advisors
Texas
$734K -$34.4K -320 -5%
Susquehanna International Group
503
Susquehanna International Group
Pennsylvania
$733K -$1.31M -12,213 -65%
WMG
504
WESCAP Management Group
California
$732K
TL
505
TrueWealth LLC
Georgia
$730K
BA
506
BKS Advisors
Michigan
$725K +$21.5K +200 +3%
FFG
507
Ford Financial Group
California
$724K +$41.3K +384 +6%
NFG
508
Next Financial Group
Texas
$723K -$1.23M -11,412 -64%
NWM
509
Northwest Wealth Management
Iowa
$713K +$967 +9 +0.1%
Millennium Management
510
Millennium Management
New York
$713K +$693K +6,444 New
CCM
511
Coe Capital Management
Illinois
$711K +$265K +2,465 +62%
LBC
512
Lowe Brockenbrough & Co
Virginia
$703K -$12.7K -118 -2%
OIWM
513
OptiFour Integrated Wealth Management
Virginia
$703K -$3.23K -30 -0.5%
FPFS
514
First Personal Financial Services
North Carolina
$701K -$159K -1,481 -19%
AWM
515
Altium Wealth Management
New York
$701K -$115K -1,069 -14%
MSAM
516
Moloney Securities Asset Management
Missouri
$698K +$62K +577 +10%
KTM
517
Keeler Thomas Management
Utah
$697K -$17.5K -163 -3%
BIM
518
Baldwin Investment Management
Pennsylvania
$696K
CFIA
519
Cantor Fitzgerald Investment Advisors
New York
$696K
MWM
520
Meridian Wealth Management
Kentucky
$687K -$75.2K -700 -10%
BFA
521
Benedict Financial Advisors
Georgia
$675K -$3.33K -31 -0.5%
AF
522
Advisornet Financial
Minnesota
$674K +$61.4K +571 +10%
JWM
523
JGP Wealth Management
Oregon
$674K +$216K +2,012 +50%
HL
524
HeadInvest LLC
Maine
$670K -$140K -1,300 -18%
MFW
525
Mosaic Family Wealth
Missouri
$668K +$2.79K +26 +0.4%