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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
CAM
651
Covenant Asset Management
New Jersey
$366K
IWP
652
Icon Wealth Partners
Texas
$366K +$12K +112 +4%
NSAM
653
North Star Asset Management
Wisconsin
$365K
AB
654
AT Bancorp
Iowa
$364K
BFA
655
Bragg Financial Advisors
North Carolina
$364K
HT
656
Heritage Trust
Oklahoma
$363K
CPSAC
657
Chas P. Smith & Associates (CPS)
Florida
$360K
IAA
658
Ironsides Asset Advisors
North Carolina
$360K
MPI
659
Mairs & Power Inc
Minnesota
$355K
AFG
660
Albion Financial Group
Utah
$354K -$8.17K -76 -2%
RWA
661
Redhawk Wealth Advisors
Minnesota
$354K +$344K +3,200 New
MBT
662
Montecito Bank & Trust
California
$352K +$56.3K +524 +20%
MCM
663
MAI Capital Management
Ohio
$351K -$104K -964 -23%
WF
664
WealthTrust Fairport
Ohio
$350K +$1.18K +11 +0.3%
B
665
Bailard
California
$349K -$29K -270 -8%
LPT
666
Legacy Private Trust
Wisconsin
$349K
OSNBOA
667
Old Second National Bank of Aurora
Illinois
$347K
CB
668
Cadence Bank
Mississippi
$346K
BIA
669
BHK Investment Advisors
Alabama
$340K +$43K +400 +15%
SMFS
670
Squar Milner Financial Services
California
$339K -$15.9K -148 -5%
VNA
671
Valley National Advisers
Pennsylvania
$338K -$12.4K -115 -4%
CANC
672
Culbertson A N & Co
Virginia
$338K
SHIM
673
Stone House Investment Management
Pennsylvania
$335K -$29K -270 -8%
SGAM
674
Steinberg Global Asset Management
Florida
$335K
TNBTD
675
Trustmark National Bank Trust Department
Mississippi
$335K