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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
AWP
601
Ascent Wealth Partners
New York
$463K -$25.8K -240 -5%
FLPIM
602
F.L. Putnam Investment Management
Massachusetts
$463K +$1.5K +14 +0.3%
SFA
603
Sequoia Financial Advisors
Ohio
$462K +$115K +1,070 +35%
VCM
604
Virtue Capital Management
Tennessee
$459K +$446K +4,150 New
FHA
605
First Horizon Advisors
Tennessee
$456K +$9.46K +88 +2%
DY
606
Dowling & Yahnke
California
$455K
BC
607
Brinker Capital
Pennsylvania
$454K -$6.56K -61 -1%
BCM
608
Bienville Capital Management
New York
$451K +$322 +3 +0.1%
CPA
609
Capital Planning Advisors
California
$447K -$215K -2,004 -33%
BFO
610
Biltmore Family Office
North Carolina
$446K
PV
611
Private Vista
Illinois
$443K -$73.4K -683 -15%
PP
612
Patten & Patten
Tennessee
$440K -$24.2K -225 -5%
CA
613
Calton & Associates
Florida
$436K
MWPCG
614
Measured Wealth Private Client Group
New Hampshire
$433K -$3.76K -35 -0.9%
EFS
615
Essex Financial Services
Connecticut
$432K +$419K +3,899 New
MWM
616
Merriman Wealth Management
Washington
$431K +$430 +4 +0.1%
MWM
617
Marietta Wealth Management
Georgia
$429K +$10.3K +96 +3%
TIM
618
Tortoise Investment Management
New York
$427K
NL
619
NVWM LLC
Pennsylvania
$426K -$31.4K -292 -7%
PG
620
Patten Group
Tennessee
$426K +$14.6K +136 +4%
FA
621
FCG Advisors
New Jersey
$419K +$3.33K +31 +0.8%
CT
622
Cambridge Trust
Massachusetts
$414K
Truist Financial
623
Truist Financial
North Carolina
$411K -$26.9K -250 -6%
VCA
624
Verdence Capital Advisors
Maryland
$410K
GTAM
625
Global Trust Asset Management
Florida
$409K -$12K -112 -3%