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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
FNB
576
Farmers National Bank
Kentucky
$432K -$59K -579 -12%
MHIC
577
Marble Harbor Investment Counsel
Massachusetts
$430K -$2.04K -20 -0.5%
CCA
578
Clearwater Capital Advisors
Illinois
$430K
ACM
579
Advisors Capital Management
New Jersey
$430K +$56.2K +551 +15%
PP
580
Patten & Patten
Tennessee
$426K
FLPIM
581
F.L. Putnam Investment Management
Massachusetts
$424K -$421K -4,134 -50%
BC
582
Brinker Capital
Pennsylvania
$423K -$6.73K -66 -2%
CA
583
Calton & Associates
Florida
$422K -$96K -942 -19%
NL
584
NVWM LLC
Pennsylvania
$421K -$44.4K -436 -10%
MCM
585
MAI Capital Management
Ohio
$420K +$155K +1,525 +58%
DY
586
Dowling & Yahnke
California
$418K +$37.4K +367 +10%
BCM
587
Bienville Capital Management
New York
$414K +$306 +3 +0.1%
JWM
588
JGP Wealth Management
Oregon
$412K +$413K +4,055 New
BFO
589
Biltmore Family Office
North Carolina
$410K -$11.7K -115 -3%
FHA
590
First Horizon Advisors
Tennessee
$410K +$210K +2,056 +104%
SC
591
Savant Capital
Illinois
$408K
AWS
592
AJ Wealth Strategies
New York
$403K
Truist Financial
593
Truist Financial
North Carolina
$403K +$61.7K +605 +18%
CCM
594
Coe Capital Management
Illinois
$402K
OWM
595
Orgel Wealth Management
Wisconsin
$402K +$28.6K +281 +8%
MWPCG
596
Measured Wealth Private Client Group
New Hampshire
$401K +$403K +3,949 New
BCM
597
Boltwood Capital Management
California
$398K
MWM
598
Merriman Wealth Management
Washington
$396K -$21.4K -210 -5%
TIM
599
Tortoise Investment Management
New York
$392K
GTAM
600
Global Trust Asset Management
Florida
$386K +$24.9K +244 +7%