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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
RC
626
RegentAtlantic Capital
New Jersey
$409K +$11.1K +103 +3%
SCM
627
SOL Capital Management
Maryland
$407K +$5.38K +50 +1%
SCA
628
Stuart Chaussee & Associates
California
$400K
BIAS
629
Beacon Investment Advisory Services
New Jersey
$399K -$154K -1,435 -28%
RTS
630
Round Table Services
New Jersey
$399K +$140K +1,306 +57%
NFG
631
Nations Financial Group
Iowa
$394K +$1.07K +10 +0.3%
CA
632
Capital Advantage
California
$394K +$3.76K +35 +1%
CCMG
633
Clark Capital Management Group
Pennsylvania
$393K +$382K +3,551 New
QCMC
634
Quantum Capital Management (California)
California
$392K -$5.48K -51 -1%
PAM
635
Palisade Asset Management
Minnesota
$391K +$14K +130 +4%
AWS
636
AJ Wealth Strategies
New York
$385K -$52.7K -490 -12%
IWM
637
IHT Wealth Management
Illinois
$385K -$29.7K -276 -7%
SMG
638
Smart Money Group
Texas
$385K -$2.37K -22 -0.6%
TC
639
Trilogy Capital
California
$383K -$250K -2,325 -40%
SCM
640
Sterling Capital Management
North Carolina
$380K
PFM
641
Parsec Financial Management
North Carolina
$378K +$11.1K +103 +3%
TCOO
642
Trust Company of Oklahoma
Oklahoma
$376K
TSWM
643
Triangle Securities Wealth Management
North Carolina
$376K +$1.29K +12 +0.4%
BBHC
644
Brown Brothers Harriman & Co
New York
$376K +$279K +2,600 +325%
SMC
645
Smith, Moore & Co
Missouri
$375K +$59.4K +553 +19%
RG
646
Rikoon Group
New Mexico
$373K -$1.07K -10 -0.3%
SDWMA
647
Schneider Downs Wealth Management Advisors
Pennsylvania
$371K
NGA
648
Naples Global Advisors
Florida
$369K
PA
649
Parkside Advisors
California
$369K
1832 Asset Management
650
1832 Asset Management
Ontario, Canada
$367K