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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
GG
526
Gofen & Glossberg
Illinois
$571K +$98.4K +965 +21%
LCC
527
Lincoln Capital Corp
Rhode Island
$570K +$102 +1 +0%
AF
528
Advisornet Financial
Minnesota
$561K +$44.2K +434 +9%
BWP
529
Baldwin Wealth Partners
Massachusetts
$559K
MRC
530
Millburn Ridgefield Corp
New York
$554K +$182K +1,783 +49%
CAMG
531
CWA Asset Management Group
Florida
$553K +$4.28K +42 +0.8%
KPAG
532
KLS Professional Advisors Group
New York
$551K -$10.1K -99 -2%
SCP
533
Syntal Capital Partners
Texas
$550K
LW
534
Linscomb Wealth
Texas
$546K -$56.1K -550 -9%
DHFB
535
Dixon Hubard Feinour & Brown
Virginia
$535K -$17.8K -175 -3%
IP
536
Intellectus Partners
California
$532K
SQA
537
Simon Quick Advisors
New Jersey
$530K -$2.34M -22,935 -81%
GAM
538
Gould Asset Management
California
$530K +$36.7K +360 +7%
TA
539
Tiedemann Advisors
New York
$530K +$46.4K +455 +10%
MI
540
Mercer Investments
Massachusetts
$529K +$2.14K +21 +0.4%
CAM
541
Carret Asset Management
New York
$528K -$26K -255 -5%
FA
542
FC Advisory
Pennsylvania
$521K +$1.12K +11 +0.2%
SSB
543
Sandy Spring Bank
Maryland
$521K +$73.4K +720 +16%
SWM
544
Stockman Wealth Management
Montana
$515K -$6.63K -65 -1%
BIAS
545
Beacon Investment Advisory Services
New Jersey
$512K -$33.9K -333 -6%
BCM
546
Brookmont Capital Management
Texas
$510K +$28.8K +283 +6%
HC
547
Hamilton Capital
Ohio
$505K +$1.94K +19 +0.4%
SHGA
548
Sand Hill Global Advisors
California
$503K
WSFS
549
Wilmington Savings Fund Society
Delaware
$502K -$21.5K -211 -4%
BW
550
Bison Wealth
Georgia
$502K -$1.32K -13 -0.3%