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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
TNBTD
651
Trustmark National Bank Trust Department
Mississippi
$308K
PFS
652
Prospera Financial Services
Texas
$308K +$48.4K +475 +19%
BHIA
653
Birch Hill Investment Advisors
Massachusetts
$305K
CC
654
Claybrook Capital
Massachusetts
$305K
EDRH
655
Edmond de Rothschild Holding
Switzerland
$305K
RRC
656
Relaxing Retirement Coach
Massachusetts
$303K
S
657
SimplyRich
California
$303K
Toronto Dominion Bank
658
Toronto Dominion Bank
Ontario, Canada
$302K -$234K -2,300 -44%
BWA
659
Burt Wealth Advisors
Maryland
$302K
SCA
660
Sage Capital Advisors
South Dakota
$301K -$10.2K -100 -3%
ECAM
661
East Coast Asset Management
Massachusetts
$301K
RM
662
Resource Management
Louisiana
$301K +$510 +5 +0.2%
BFC
663
Bedel Financial Consulting
Indiana
$298K -$11.7K -115 -4%
ST
664
Sageworth Trust
Pennsylvania
$293K -$42.1K -413 -13%
CGA
665
Crescent Grove Advisors
Illinois
$292K
HDIM
666
Hanson & Doremus Investment Management
Vermont
$289K -$5.3K -52 -2%
SMC
667
Smith, Moore & Co
Missouri
$288K -$67K -657 -19%
EIG
668
Ellenbecker Investment Group
Wisconsin
$287K
IMOV
669
Investment Management of Virginia
Virginia
$285K
FCB
670
First Command Bank
Texas
$283K
FCFS
671
First Command Financial Services
Texas
$283K
RT
672
Rockland Trust
Massachusetts
$283K +$283K +2,780 New
BF
673
Blankinship & Foster
California
$281K -$5.91K -58 -2%
AIM
674
Aspen Investment Management
Michigan
$278K +$24.3K +238 +10%
SFM
675
Signature Financial Management
Virginia
$276K