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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
CC
676
Claybrook Capital
Massachusetts
$332K
CDIA
677
Capital Directions Investment Advisors
Georgia
$331K -$2.58M -24,039 -89%
RRC
678
Relaxing Retirement Coach
Massachusetts
$330K
S
679
SimplyRich
California
$330K
BWA
680
Burt Wealth Advisors
Maryland
$329K
Toronto Dominion Bank
681
Toronto Dominion Bank
Ontario, Canada
$329K
RM
682
Resource Management
Louisiana
$328K -$537 -5 -0.2%
SCA
683
Sage Capital Advisors
South Dakota
$328K
ECAM
684
East Coast Asset Management
Massachusetts
$328K +$645 +6 +0.2%
BWM
685
Baystate Wealth Management
Massachusetts
$325K +$96K +893 +41%
JFA
686
JNBA Financial Advisors
Minnesota
$321K -$35.3M -328,021 -99%
AOWM
687
Alpha Omega Wealth Management
Virginia
$321K -$30.5K -284 -9%
ST
688
Sageworth Trust
Pennsylvania
$319K
IMOV
689
Investment Management of Virginia
Virginia
$310K
OIA
690
Optimum Investment Advisors
Illinois
$308K +$31K +288 +12%
AIM
691
Aspen Investment Management
Michigan
$303K +$107 +1 +0%
FAG
692
Financial Advisory Group
Texas
$299K
BF
693
Blankinship & Foster
California
$298K -$8.17K -76 -3%
HDIM
694
Hanson & Doremus Investment Management
Vermont
$297K -$17K -158 -6%
AAM
695
Aureus Asset Management
Massachusetts
$296K
HCM
696
Howland Capital Management
Massachusetts
$295K +$287K +2,669 New
RT
697
Rockland Trust
Massachusetts
$294K -$12.9K -120 -4%
CDH
698
Charles D. Hyman
$292K +$1.07K +10 +0.4%
PWLP
699
Prio Wealth Limited Partnership
Massachusetts
$291K
Schroder Investment Management Group
700
Schroder Investment Management Group
United Kingdom
$291K