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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
BC
676
Bartlett & Co
Ohio
$63K
NC
677
NewSquare Capital
Pennsylvania
$63K
Thrivent Financial for Lutherans
678
Thrivent Financial for Lutherans
Minnesota
$62K +$61.7K +661 New
EWM
679
Edge Wealth Management
New York
$60K
BONST
680
Bank of Nova Scotia Trust
Ontario, Canada
$52K +$51.3K +550 New
BAM
681
Barrett Asset Management
New York
$50K
PAI
682
Pittenger & Anderson Inc
Nebraska
$50K
MFBTD
683
MB Financial Bank - Trust Department
Illinois
$47K
FA
684
Fortis Advisors
Pennsylvania
$47K +$46.3K +496 New
PO
685
Private Ocean
California
$45K
PCTC
686
Perkins Coie Trust Company
Washington
$42K
WIM
687
Weitz Investment Management
Nebraska
$41K
DPA
688
Delphi Private Advisors
California
$38K -$43.6K -467 -54%
RFWA
689
RPg Family Wealth Advisory
Massachusetts
$36K
CPIG
690
Chicago Partners Investment Group
Illinois
$36K +$35.2K +377 New
HI
691
Hudock Inc
Pennsylvania
$35K
AP
692
Atwood & Palmer
Missouri
$33K
FPB
693
First PREMIER Bank
South Dakota
$33K
WWM
694
Willingdon Wealth Management
North Carolina
$33K +$32.2K +345 New
SIM
695
Sonora Investment Management
Arizona
$29.8K
WAM
696
Watermark Asset Management
California
$29K +$93 +1 +0.3%
HCA
697
Horan Capital Advisors
Ohio
$28K +$27.7K +297 New
BC
698
Barnett & Company
Tennessee
$25K +$24.5K +263 New
HT
699
Heritage Trust
Oklahoma
$24K -$23.3K -250 -50%
CHC
700
City Holding Co
West Virginia
$22K