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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
WA
551
Winfield Associates
Ohio
$290K -$8.49K -91 -3%
TNBTD
552
Trustmark National Bank Trust Department
Mississippi
$290K
SCA
553
Sage Capital Advisors
South Dakota
$290K +$285K +3,060 New
B
554
BancorpSouth
Mississippi
$288K -$56K -600 -16%
DIA
555
Denver Investment Advisors
Colorado
$286K -$26.2K -281 -9%
FI
556
FormulaFolio Investments
Michigan
$285K +$36K +386 +15%
PVH
557
Psagot Value Holdings
Israel
$284K -$93.3K -1,000 -25%
APP
558
Avantax Planning Partners
Iowa
$284K
PFM
559
Parsec Financial Management
North Carolina
$283K +$3.36K +36 +1%
BWA
560
Burt Wealth Advisors
Maryland
$282K
SDWMA
561
Schneider Downs Wealth Management Advisors
Pennsylvania
$281K -$20.2K -216 -7%
MFW
562
Mosaic Family Wealth
Missouri
$281K +$840 +9 +0.3%
MWM
563
Mascoma Wealth Management
New Hampshire
$279K
CIC
564
Cornercap Investment Counsel
Georgia
$278K
LIA
565
LBMC Investment Advisors
Tennessee
$278K +$746 +8 +0.3%
PG
566
Patten Group
Tennessee
$277K +$71.4K +765 +36%
QCG
567
Quadrant Capital Group
Ohio
$274K +$172K +1,840 +173%
AAM
568
Aureus Asset Management
Massachusetts
$273K
B
569
Bailard
California
$273K
SBL
570
Sargent Bickham Lagudis
Colorado
$272K -$25.7K -275 -9%
UAS
571
United Asset Strategies
New York
$272K -$12.2K -131 -4%
CGA
572
Crescent Grove Advisors
Illinois
$271K
VNA
573
Valley National Advisers
Pennsylvania
$271K
BF
574
Blankinship & Foster
California
$268K
SMC
575
Smith, Moore & Co
Missouri
$268K +$51.8K +555 +24%