We are live on ! Find out more
VIG icon

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
First Manhattan
701
First Manhattan
New York
$21K
NIC
702
Northwest Investment Counselors
Oregon
$20K +$10.4K +112 +113%
BIMC
703
Benson Investment Management Company
Virginia
$18K
CBT
704
Capital Bank & Trust
California
$18K
PFBT
705
Parkside Financial Bank & Trust
Missouri
$16K
IAS
706
INR Advisory Services
Pennsylvania
$12K
LC
707
Landaas & Company
Wisconsin
$10K +$10.3K +110 New
CWM
708
Cedar Wealth Management
California
$9K
SIA
709
SeaBridge Investment Advisors
New Jersey
$7K
MA
710
MCF Advisors
Kentucky
$7K +$6.44K +69 +3,450%
CP
711
Corbenic Partners
Pennsylvania
$5K
MRCM
712
M&R Capital Management
New Jersey
$5K
LWA
713
Lenox Wealth Advisors
New York
$5K +$5.41K +58 New
IF
714
Ironwood Financial
Arizona
$4K
SC
715
SouthState Corp
Florida
$3.75K +$10.4K +112 +0.3%
CFN
716
Cordasco Financial Network
Florida
$3K
JWA
717
JFS Wealth Advisors
Pennsylvania
$3K
Parallax Volatility Advisers
718
Parallax Volatility Advisers
California
$2K +$1.68K +18 +1,800%
RCM
719
RB Capital Management
Nevada
$1.38K -$78.7K -843 -5%
WAS
720
WESPAC Advisors SoCal
California
$1K
PAS
721
Park Avenue Securities
New York
-$41.3M -446,126 Closed
JC
722
JBF Capital
Colorado
-$35.3M -380,756 Closed
FTIOP
723
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$8.33M -89,847 Closed
X
724
Xponance
Pennsylvania
-$3.74M -40,013 Closed
New York State Common Retirement Fund
725
New York State Common Retirement Fund
New York
-$3.29M -35,540 Closed