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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
OIA
626
Optimum Investment Advisors
Illinois
$206K +$280 +3 +0.1%
Verition Fund Management
627
Verition Fund Management
Connecticut
$205K +$202K +2,160 New
PCA
628
Personal Capital Advisors
California
$204K +$201K +2,152 New
SFSIG
629
San Francisco Sentry Investment Group
California
$201K +$155K +1,662 +362%
NCM
630
Novare Capital Management
North Carolina
$200K -$42.2K -452 -18%
PCA
631
Peddock Capital Advisors
Massachusetts
$194K
AIM
632
Arcadia Investment Management
Michigan
$193K
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
$190K -$39.2K -420 -17%
JCM
634
Jacobi Capital Management
Pennsylvania
$188K +$75K +804 +69%
WCM
635
Wealthcare Capital Management
Virginia
$175K
FHA
636
First Horizon Advisors
Tennessee
$168K -$23K -246 -12%
BWM
637
Baystate Wealth Management
Massachusetts
$166K +$81.2K +870 +100%
AIM
638
Anchor Investment Management
South Carolina
$156K +$280 +3 +0.2%
EK
639
Evensky & Katz
Florida
$155K +$117K +1,252 +322%
OIA
640
OneDigital Investment Advisors
Kansas
$153K -$1.6M -17,111 -91%
ACM
641
Armbruster Capital Management
New York
$153K +$840 +9 +0.6%
AFNAS
642
American Financial Network Advisory Services
California
$145K +$143K +1,529 New
AI
643
ArchPoint Investors
Florida
$139K
GEA
644
Glen Eagle Advisors
New Jersey
$138K +$15.9K +170 +13%
BRC
645
Bell Rock Capital
Delaware
$137K -$3.27K -35 -2%
MCM
646
MV Capital Management
Maryland
$134K
AF
647
Allworth Financial
California
$133K +$15K +161 +13%
CCM
648
Cribstone Capital Management
Maine
$127K
VFA
649
Valeo Financial Advisors
Indiana
$121K +$120K +1,281 New
BlackRock
650
BlackRock
New York
$118K -$11.9K -128 -9%