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Vanguard Dividend Appreciation ETF

841 hedge funds and large institutions have $9.75B invested in Vanguard Dividend Appreciation ETF in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 303 increasing their positions, 255 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+124
Holders Change %
+17.29%
% of All Funds
19.1%
Holding in Top 10
96
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.08%
% of All Funds
2.18%
New
164
Increased
303
Reduced
255
Closed
32
Calls
$7.94M
Puts
$5.33M
Net Calls
+$2.6M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
701
LBMC Investment Advisors
Tennessee
$243K -$55.9K -549 -19%
SDWMA
702
Schneider Downs Wealth Management Advisors
Pennsylvania
$242K -$60.9K -597 -20%
MWM
703
Marietta Wealth Management
Georgia
$242K -$6.12K -60 -2%
MBT
704
Montecito Bank & Trust
California
$237K -$25.5K -250 -10%
NCM
705
Northwest Capital Management
Oregon
$237K +$237K +2,328 New
SCM
706
Shelton Capital Management
Colorado
$232K -$10.2K -100 -4%
BBA
707
BLB&B Advisors
Pennsylvania
$232K +$3.58K +35 +2%
SBIA
708
Sheaff Brock Investment Advisors
Indiana
$231K -$7.96K -78 -3%
BFC
709
Bedel Financial Consulting
Indiana
$230K +$230K +2,256 New
SNT
710
Security National Trust
West Virginia
$227K -$46.4K -455 -17%
CL
711
CPWM LLC
Washington
$227K +$509 +5 +0.2%
NCM
712
Novare Capital Management
North Carolina
$226K +$11.1K +109 +5%
CIAS
713
Capital Investment Advisory Services
North Carolina
$225K -$288K -2,826 -56%
DW
714
Domani Wealth
Pennsylvania
$225K
FC
715
Ferris Capital
Massachusetts
$224K
TW
716
Transform Wealth
Colorado
$224K
EWG
717
Executive Wealth Group
Washington
$219K +$219K +2,143 New
RWM
718
RKL Wealth Management
Pennsylvania
$217K +$217K +2,119 New
HBT
719
Hills Bank & Trust
Iowa
$217K +$217K +2,120 New
Comerica Bank
720
Comerica Bank
Texas
$216K -$57.6K -536 -21%
AFNAS
721
American Financial Network Advisory Services
California
$214K +$57.9K +567 +37%
MCM
722
Murphy Capital Management
New Jersey
$214K +$214K +2,097 New
AIM
723
Anchor Investment Management
South Carolina
$213K +$44.4K +435 +26%
WP
724
WealthSource Partners
California
$212K -$47.2K -462 -18%
OAM
725
Oppenheimer Asset Management
New York
$212K