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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
MWM
601
Marietta Wealth Management
Georgia
$384K +$145K +1,425 +61%
IWM
602
IHT Wealth Management
Illinois
$382K +$102 +1 +0%
FA
603
FCG Advisors
New Jersey
$381K +$26.5K +260 +7%
CT
604
Cambridge Trust
Massachusetts
$380K -$15.3K -150 -4%
PG
605
Patten Group
Tennessee
$378K +$31.1K +305 +9%
SP
606
Successful Portfolios
Florida
$377K
VCA
607
Verdence Capital Advisors
Maryland
$376K -$6.22K -61 -2%
SCM
608
SOL Capital Management
Maryland
$368K -$15.3K -150 -4%
SCA
609
Stuart Chaussee & Associates
California
$367K +$368K +3,612 New
QCMC
610
Quantum Capital Management (California)
California
$365K +$14.9K +146 +4%
RC
611
RegentAtlantic Capital
New Jersey
$365K +$56.7K +556 +18%
NFG
612
Nations Financial Group
Iowa
$361K +$102 +1 +0%
CA
613
Capital Advantage
California
$359K +$204 +2 +0.1%
SMG
614
Smart Money Group
Texas
$356K -$24.7K -242 -6%
F
615
F3Logic
Minnesota
$350K +$137K +1,345 +65%
SCM
616
Sterling Capital Management
North Carolina
$349K
B
617
Bailard
California
$348K +$55.8K +547 +19%
1832 Asset Management
618
1832 Asset Management
Ontario, Canada
$347K
PAM
619
Palisade Asset Management
Minnesota
$346K +$19.9K +195 +6%
RG
620
Rikoon Group
New Mexico
$346K +$36.3K +356 +12%
TCOO
621
Trust Company of Oklahoma
Oklahoma
$346K
TSWM
622
Triangle Securities Wealth Management
North Carolina
$344K +$815 +8 +0.2%
SDWMA
623
Schneider Downs Wealth Management Advisors
Pennsylvania
$340K -$35.6K -349 -9%
NGA
624
Naples Global Advisors
Florida
$339K
PA
625
Parkside Advisors
California
$337K