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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
HCM
526
Hengehold Capital Management
Ohio
$321K -$6.34K -68 -2%
BFIM
527
Beese Fulmer Investment Management
Ohio
$319K
FPS
528
Fieldpoint Private Securities
Connecticut
$319K +$165K +1,771 +111%
NWM
529
Northwest Wealth Management
Iowa
$318K -$183K -1,966 -37%
1832 Asset Management
530
1832 Asset Management
Ontario, Canada
$318K
ST
531
Sageworth Trust
Pennsylvania
$318K
AFG
532
Albion Financial Group
Utah
$318K +$2.89K +31 +0.9%
CPSAC
533
Chas P. Smith & Associates (CPS)
Florida
$317K
MSAM
534
Moloney Securities Asset Management
Missouri
$316K -$24.7K -265 -7%
Cerity Partners
535
Cerity Partners
New York
$315K -$3M -32,154 -91%
OSNBOA
536
Old Second National Bank of Aurora
Illinois
$314K -$14K -150 -4%
PA
537
Parkside Advisors
California
$314K
PPA
538
Parametric Portfolio Associates
Washington
$313K -$93.1K -998 -23%
AIM
539
Aspen Investment Management
Michigan
$313K
FA
540
FCG Advisors
New Jersey
$310K +$1.03K +11 +0.3%
CAM
541
Concorde Asset Management
Michigan
$309K +$304K +3,263 New
SGAM
542
Steinberg Global Asset Management
Florida
$308K -$64.4K -690 -18%
UBS AM
543
UBS AM
Illinois
$307K +$93.4K +1,001 +45%
NGA
544
Naples Global Advisors
Florida
$305K
MPI
545
Mairs & Power Inc
Minnesota
$304K -$25.1K -269 -8%
LA
546
LVW Advisors
New York
$301K +$746 +8 +0.3%
AOWM
547
Alpha Omega Wealth Management
Virginia
$300K -$10.1K -108 -3%
GRP
548
Global Retirement Partners
California
$297K +$21.8K +234 +8%
SWM
549
SVA Wealth Management
Wisconsin
$296K +$4.57K +49 +2%
MWP
550
MYCIO Wealth Partners
Pennsylvania
$291K +$286K +3,069 New