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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
ADL
651
Asset Dedication LLC
California
$114K +$93 +1 +0.1%
GWS
652
Glassman Wealth Services
Virginia
$111K
TCM
653
Tuttle Capital Management
Connecticut
$111K +$109K +1,172 New
MCM
654
Manchester Capital Management
Vermont
$110K -$546K -5,851 -83%
BBPWM
655
Blue Bell Private Wealth Management
Pennsylvania
$110K -$9.33K -100 -8%
APSP
656
Asset Planning Services (Pennsylvania)
Pennsylvania
$110K -$4.57K -49 -4%
KF
657
Krilogy Financial
Missouri
$110K +$74.8K +802 +227%
WEC
658
Winslow Evans & Crocker
Massachusetts
$105K -$145K -1,550 -58%
AWM
659
AllSquare Wealth Management
New York
$105K
IWM
660
IHT Wealth Management
Illinois
$99K +$2.24K +24 +2%
FFC
661
First Financial Corp
Indiana
$95K +$93.3K +1,000 New
GAM
662
Gemmer Asset Management
California
$94K
VIA
663
Vantage Investment Advisors
Pennsylvania
$93K
CAL
664
Capital Analysts LLC
Pennsylvania
$93K +$93 +1 +0.1%
PA
665
Perennial Advisors
New York
$87K
WTB
666
Washington Trust Bank
Washington
$85K
RBC
667
Roble Belko & Company
Pennsylvania
$83K
LIA
668
LS Investment Advisors
Michigan
$80K
RAM
669
Riggs Asset Management
Pennsylvania
$78K
BBHC
670
Brown Brothers Harriman & Co
New York
$76K
RFA
671
Reilly Financial Advisors
California
$73K -$3.73K -40 -5%
OC
672
Oakworth Capital
Alabama
$68K
AIM
673
Advantage Investment Management
Iowa
$67K
ANBT
674
American National Bank & Trust
Texas
$64K
NSB
675
Norway Savings Bank
Maine
$64K