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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
FAG
676
Financial Advisory Group
Texas
$274K
IP
677
Investment Partners
Ohio
$273K
BIA
678
BHK Investment Advisors
Alabama
$272K -$273K -2,683 -50%
AAM
679
Aureus Asset Management
Massachusetts
$272K
MBT
680
Montecito Bank & Trust
California
$270K +$34K +334 +14%
PWLP
681
Prio Wealth Limited Partnership
Massachusetts
$267K
CDH
682
Charles D. Hyman
$267K +$714 +7 +0.3%
ADL
683
Asset Dedication LLC
California
$267K +$140K +1,377 +110%
Schroder Investment Management Group
684
Schroder Investment Management Group
United Kingdom
$266K
UAS
685
United Asset Strategies
New York
$266K
HCM
686
Hengehold Capital Management
Ohio
$265K -$29.4K -288 -10%
Wolverine Trading
687
Wolverine Trading
Illinois
$261K
PHS
688
Pekin Hardy Strauss
Illinois
$259K
CC
689
Cadinha & Co
Hawaii
$258K
SCP
690
Silverleafe Capital Partners
Tennessee
$256K +$102 +1 +0%
AIA
691
Allied Investment Advisors
Montana
$255K -$51.7K -507 -17%
BHB
692
Bank Hapoalim BM
Israel
$255K -$39.7K -389 -13%
OIA
693
Optimum Investment Advisors
Illinois
$254K +$102 +1 +0%
CCM
694
Crossvault Capital Management
Texas
$251K
OAM
695
Oak Asset Management
California
$251K
FWCM
696
Ferguson Wellman Capital Management
Oregon
$251K +$19K +186 +8%
IAM
697
Integre Asset Management
New York
$249K -$166K -1,633 -40%
SWM
698
SVA Wealth Management
Wisconsin
$249K -$68.5K -672 -22%
BTNA
699
Bremer Trust National Association
Minnesota
$248K -$12.6K -124 -5%
PCG
700
Private Capital Group
Connecticut
$248K