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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
VFA
551
Valeo Financial Advisors
Indiana
$498K -$15.4K -151 -3%
First Manhattan
552
First Manhattan
New York
$495K
SFSIG
553
San Francisco Sentry Investment Group
California
$495K +$28.6K +281 +6%
WWM
554
Windsor Wealth Management
Indiana
$492K +$20.4K +200 +4%
MYIA
555
Mount Yale Investment Advisors
Colorado
$490K -$20.2K -198 -4%
GEA
556
Glen Eagle Advisors
New Jersey
$482K +$125K +1,222 +35%
SPL
557
Smart Portfolios LLC
Washington
$482K -$1.05M -10,295 -68%
WS
558
Wedbush Securities
California
$481K +$18.3K +180 +4%
DBT
559
Dubuque Bank & Trust
Iowa
$478K
PV
560
Private Vista
Illinois
$476K -$1.02K -10 -0.2%
KC
561
Kingfisher Capital
North Carolina
$464K +$1.73K +17 +0.4%
UBS AM
562
UBS AM
Illinois
$459K +$130K +1,277 +39%
FDCC
563
Foster Dykema Cabot & Co
Massachusetts
$454K -$95.7K -939 -18%
AWP
564
Ascent Wealth Partners
New York
$450K +$8.66K +85 +2%
CVM
565
Cheviot Value Management
California
$450K +$106K +1,041 +31%
PSF
566
Pacific Sun Financial
California
$447K
SFWA
567
Summit Financial Wealth Advisors
Louisiana
$446K
WF
568
Welch & Forbes
Massachusetts
$446K
GP
569
Girard Partners
Pennsylvania
$445K -$25.5K -250 -5%
AW
570
ACG Wealth
Georgia
$444K -$15.8K -155 -3%
WWMSC
571
Wagner Wealth Management (South Carolina)
South Carolina
$442K -$42.4K -416 -9%
WCAMG
572
Woodard & Company Asset Management Group
North Carolina
$442K -$69.3K -680 -14%
WKWM
573
Walter & Keenan Wealth Management
Indiana
$440K
DWA
574
Douglass Winthrop Advisors
New York
$437K -$40.8K -400 -9%
FWM
575
Focused Wealth Management
New York
$433K +$204 +2 +0%