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Vanguard Dividend Appreciation ETF

910 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
Holders
910
Holders Change
+54
Holders Change %
+6.31%
% of All Funds
20.84%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.27%
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
Shares
Change %
CDIA
676
Capital Directions Investment Advisors
Georgia
$331K -$2.66M -24,039 -89%
S
677
SimplyRich
California
$330K
RRC
678
Relaxing Retirement Coach
Massachusetts
$330K
Toronto Dominion Bank
679
Toronto Dominion Bank
Ontario, Canada
$329K
BWA
680
Burt Wealth Advisors
Maryland
$329K
RM
681
Resource Management
Louisiana
$328K -$553 -5 -0.2%
SCA
682
Sage Capital Advisors
South Dakota
$328K
ECAM
683
East Coast Asset Management
Massachusetts
$328K +$664 +6 +0.2%
BWM
684
Baystate Wealth Management
Massachusetts
$325K +$94.8K +893 +41%
JFA
685
JNBA Financial Advisors
Minnesota
$321K -$36.3M -328,021 -99%
AOWM
686
Alpha Omega Wealth Management
Virginia
$321K -$31.4K -284 -9%
ST
687
Sageworth Trust
Pennsylvania
$319K
IMOV
688
Investment Management of Virginia
Virginia
$310K
OIA
689
Optimum Investment Advisors
Illinois
$308K +$31.8K +288 +12%
AIM
690
Aspen Investment Management
Michigan
$303K +$111 +1 +0%
FAG
691
Financial Advisory Group
Texas
$299K
BF
692
Blankinship & Foster
California
$298K -$8.42K -76 -3%
HDIM
693
Hanson & Doremus Investment Management
Vermont
$297K -$17.5K -158 -6%
AAM
694
Aureus Asset Management
Massachusetts
$296K
HCM
695
Howland Capital Management
Massachusetts
$295K +$295K +2,669 New
RT
696
Rockland Trust
Massachusetts
$294K -$13.3K -120 -4%
CDH
697
Charles D. Hyman
$292K +$1.11K +10 +0.4%
PWLP
698
Prio Wealth Limited Partnership
Massachusetts
$291K
Schroder Investment Management Group
699
Schroder Investment Management Group
United Kingdom
$291K
PHS
700
Pekin Hardy Strauss
Illinois
$291K +$8.31K +75 +3%