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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
FANJ
576
Financial Architects (New Jersey)
New Jersey
$267K +$466 +5 +0.2%
EWA
577
EP Wealth Advisors
California
$266K -$150K -1,612 -36%
SXL
578
Summit X LLC
Missouri
$266K -$8.68K -93 -3%
AB
579
AT Bancorp
Iowa
$265K
IMOV
580
Investment Management of Virginia
Virginia
$265K
TWA
581
TCI Wealth Advisors
Arizona
$263K +$130K +1,397 +102%
Schroder Investment Management Group
582
Schroder Investment Management Group
United Kingdom
$262K -$26.1K -280 -9%
PWLP
583
Prio Wealth Limited Partnership
Massachusetts
$258K
SFM
584
Signature Financial Management
Virginia
$258K
CC
585
Cadinha & Co
Hawaii
$256K
FAG
586
Financial Advisory Group
Texas
$256K
AW
587
ACG Wealth
Georgia
$255K +$466 +5 +0.2%
SNT
588
Security National Trust
West Virginia
$254K -$37.8K -405 -13%
DE
589
Day & Ennis
Georgia
$253K -$84.8K -909 -25%
BTIS
590
BB&T Investment Services
North Carolina
$252K -$933 -10 -0.4%
IP
591
Investment Partners
Ohio
$252K +$1.12K +12 +0.5%
PHS
592
Pekin Hardy Strauss
Illinois
$251K
Comerica Bank
593
Comerica Bank
Texas
$247K -$1.12K -12 -0.5%
SPIA
594
Steward Partners Investment Advisory
New York
$246K +$21.3K +228 +10%
FCB
595
First Command Bank
Texas
$245K -$187 -2 -0.1%
FCFS
596
First Command Financial Services
Texas
$245K -$187 -2 -0.1%
MBT
597
Montecito Bank & Trust
California
$244K
WP
598
WealthSource Partners
California
$240K +$746 +8 +0.3%
FPCM
599
Financial Partners Capital Management
New York
$239K
CDH
600
Charles D. Hyman
$239K +$746 +8 +0.3%