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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
GIM
601
Goelzer Investment Management
Indiana
$237K -$21.9K -235 -9%
CCM
602
Crossvault Capital Management
Texas
$234K
TNB
603
Thomasville National Bank
Georgia
$233K +$16.8K +180 +8%
MWM
604
Marietta Wealth Management
Georgia
$231K +$7.65K +82 +3%
CSM
605
CAMG Solamere Management
North Carolina
$230K -$109K -1,168 -32%
BOS
606
Bingham Osborn & Scarborough
California
$230K +$5.13K +55 +2%
MGIA
607
Moneta Group Investment Advisors
Missouri
$229K
HA
608
Harfst & Associates
Wyoming
$228K -$70.9K -760 -24%
MCM
609
MAI Capital Management
Ohio
$228K
HDIM
610
Hanson & Doremus Investment Management
Vermont
$227K -$93 -1 -0%
AIM
611
Avity Investment Management
Connecticut
$225K -$112K -1,200 -34%
SCM
612
Shelton Capital Management
Colorado
$225K
ZF
613
Zhang Financial
Michigan
$224K +$219K +2,346 New
PV
614
Private Vista
Illinois
$224K +$220K +2,362 New
SBIA
615
Sheaff Brock Investment Advisors
Indiana
$222K
PCM
616
Peak Capital Management
Colorado
$221K -$42.3K -453 -16%
AWS
617
AJ Wealth Strategies
New York
$214K
LCM
618
LVM Capital Management
Michigan
$213K +$187 +2 +0.1%
OAM
619
Oppenheimer Asset Management
New York
$212K -$53.6K -574 -20%
BBA
620
BLB&B Advisors
Pennsylvania
$212K -$52.7K -565 -20%
CL
621
CPWM LLC
Washington
$211K +$466 +5 +0.2%
DW
622
Domani Wealth
Pennsylvania
$209K -$18.7K -200 -8%
KIA
623
Kopp Investment Advisors
Minnesota
$209K
TW
624
Transform Wealth
Colorado
$209K +$205K +2,200 New
FC
625
Ferris Capital
Massachusetts
$208K