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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
SFSIG
526
San Francisco Sentry Investment Group
California
$666K +$123K +1,145 +24%
Cerity Partners
527
Cerity Partners
New York
$665K
WWM
528
Windsor Wealth Management
Indiana
$662K +$122K +1,137 +23%
WSFS
529
Wilmington Savings Fund Society
Delaware
$661K +$111K +1,031 +21%
EAM
530
Evanson Asset Management
California
$654K -$3.55K -33 -0.6%
FCI
531
Financial Counselors Inc
Kansas
$654K +$17.1K +159 +3%
DLCIG
532
D.L. Carlson Investment Group
New Hampshire
$650K -$15.4K -143 -2%
MGIA
533
Moneta Group Investment Advisors
Missouri
$650K +$371K +3,447 +142%
WDL
534
Well Done LLC
Michigan
$644K -$5.27K -49 -0.8%
CCT
535
Capital City Trust
Florida
$640K -$47.3K -440 -7%
CS
536
Credit Suisse
Switzerland
$638K -$6.08M -56,523 -91%
RWM
537
Ritholtz Wealth Management
New York
$636K -$3.55K -33 -0.6%
SPI
538
Santori & Peters Inc
Pennsylvania
$633K -$28.1K -261 -4%
FG
539
Fiduciary Group
Georgia
$633K
EC
540
Estate Counselors
Wisconsin
$631K -$193K -1,800 -24%
AAS
541
Annex Advisory Services
Wisconsin
$631K -$215 -2 -0%
SCM
542
Sterneck Capital Management
Missouri
$631K +$2.58K +24 +0.4%
ACM
543
AlphaStar Capital Management
North Carolina
$625K -$129K -1,200 -18%
CM
544
Capital Management
Virginia
$623K
GG
545
Gofen & Glossberg
Illinois
$622K +$107 +1 +0%
LCC
546
Lincoln Capital Corp
Rhode Island
$621K
SQA
547
Simon Quick Advisors
New Jersey
$615K +$35.5K +330 +6%
MIM
548
Macroview Investment Management
Maryland
$610K -$560K -5,207 -49%
BWP
549
Baldwin Wealth Partners
Massachusetts
$609K
CAMG
550
CWA Asset Management Group
Florida
$607K +$4.84K +45 +0.8%