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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
GAM
551
Gould Asset Management
California
$606K +$27.9K +260 +5%
MCM
552
Murphy Capital Management
New Jersey
$605K +$376K +3,500 +177%
BHIA
553
Birch Hill Investment Advisors
Massachusetts
$604K +$264K +2,457 +82%
SCP
554
Syntal Capital Partners
Texas
$602K
Lido Advisors
555
Lido Advisors
California
$602K +$350K +3,257 +151%
VCWA
556
Vanguard Capital Wealth Advisors
Colorado
$601K -$35.8K -333 -6%
KPAG
557
KLS Professional Advisors Group
New York
$600K
LW
558
Linscomb Wealth
Texas
$594K
AWA
559
Acorn Wealth Advisors
Michigan
$591K -$16.6K -154 -3%
WS
560
Wedbush Securities
California
$589K +$63.2K +588 +12%
RBCM
561
Raub Brock Capital Management
California
$584K -$261K -2,425 -31%
DHFB
562
Dixon Hubard Feinour & Brown
Virginia
$583K
IP
563
Intellectus Partners
California
$579K
ACM
564
Alpha Capital Management
Texas
$579K +$310K +2,888 +123%
TA
565
Tiedemann Advisors
New York
$576K
FA
566
FC Advisory
Pennsylvania
$573K +$5.16K +48 +0.9%
BCM
567
Brookmont Capital Management
Texas
$568K +$12K +112 +2%
HC
568
Hamilton Capital
Ohio
$568K +$17.7K +165 +3%
AW
569
ACG Wealth
Georgia
$562K +$76.4K +711 +16%
FIM
570
Freedom Investment Management
Connecticut
$557K +$549K +5,105 New
SWM
571
Stockman Wealth Management
Montana
$556K -$5.27K -49 -1%
CAM
572
Carret Asset Management
New York
$553K -$21.5K -200 -4%
LRIA
573
Leonard Rickey Investment Advisors
Washington
$552K -$101K -944 -16%
BW
574
Bison Wealth
Georgia
$550K +$2.47K +23 +0.5%
GEA
575
Glen Eagle Advisors
New Jersey
$549K +$22.7K +211 +4%