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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
SHGA
576
Sand Hill Global Advisors
California
$548K
MI
577
Mercer Investments
Massachusetts
$539K -$36.1K -336 -6%
First Manhattan
578
First Manhattan
New York
$539K
SPL
579
Smart Portfolios LLC
Washington
$536K +$10.4K +97 +2%
FFS
580
Founders Financial Securities
Maryland
$529K +$514K +4,779 New
UBS AM
581
UBS AM
Illinois
$523K +$22.9K +213 +5%
WF
582
Welch & Forbes
Massachusetts
$523K +$35.2K +327 +7%
Fisher Asset Management
583
Fisher Asset Management
Washington
$522K +$507K +4,713 New
DBT
584
Dubuque Bank & Trust
Iowa
$520K
VFA
585
Valeo Financial Advisors
Indiana
$520K +$32.2K +300 +6%
SP
586
Successful Portfolios
Florida
$518K +$104K +970 +26%
Chevy Chase Trust
587
Chevy Chase Trust
Maryland
$511K -$116K -1,081 -19%
CGA
588
Crescent Grove Advisors
Illinois
$509K +$185K +1,719 +60%
SSB
589
Sandy Spring Bank
Maryland
$506K -$59.9K -557 -11%
KC
590
Kingfisher Capital
North Carolina
$505K +$107 +1 +0%
BCM
591
Boltwood Capital Management
California
$492K +$57.6K +536 +14%
WWMSC
592
Wagner Wealth Management (South Carolina)
South Carolina
$490K +$7.96K +74 +2%
WCAMG
593
Woodard & Company Asset Management Group
North Carolina
$481K
NDSI
594
Newman Dignan & Sheerar Inc
Rhode Island
$479K +$8.6K +80 +2%
FDCC
595
Foster Dykema Cabot & Co
Massachusetts
$476K
FWM
596
Focused Wealth Management
New York
$472K +$430 +4 +0.1%
CVM
597
Cheviot Value Management
California
$469K -$20.7K -193 -4%
ACM
598
Advisors Capital Management
New Jersey
$469K
GP
599
Girard Partners
Pennsylvania
$468K -$16K -149 -3%
MHIC
600
Marble Harbor Investment Counsel
Massachusetts
$468K