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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
TWA
701
TCI Wealth Advisors
Arizona
$247K +$408 +4 +0.2%
MGIA
702
Moneta Group Investment Advisors
Missouri
$246K
KIA
703
Kopp Investment Advisors
Minnesota
$244K
BFIM
704
Beese Fulmer Investment Management
Ohio
$243K -$116K -1,136 -32%
PW
705
Peninsula Wealth
California
$240K
CCP
706
Cardan Capital Partners
Colorado
$239K -$2.96K -29 -1%
ZF
707
Zhang Financial
Michigan
$239K
ACM
708
Alpha Capital Management
Texas
$238K +$239K +2,341 New
NCM
709
Northwest Capital Management
Oregon
$237K
BCFS
710
Butensky & Cohen Financial Security
Florida
$237K +$12.9K +127 +6%
CAN
711
Claraphi Advisory Network
United States
$236K -$2.24K -22 -0.9%
JIP
712
Jaffetilchin Investment Partners
Florida
$234K
MWP
713
MYCIO Wealth Partners
Pennsylvania
$233K -$147K -1,446 -39%
RTS
714
Round Table Services
New Jersey
$233K -$102 -1 -0%
PWMAG
715
Pinnacle Wealth Management Advisory Group
New Jersey
$231K -$51.1K -501 -18%
LIA
716
LBMC Investment Advisors
Tennessee
$229K -$13.4K -131 -5%
SBL
717
Sargent Bickham Lagudis
Colorado
$228K +$102 +1 +0%
IC
718
Iconiq Capital
California
$224K -$620K -6,087 -74%
BWM
719
Baystate Wealth Management
Massachusetts
$224K -$17K -167 -7%
DW
720
Domani Wealth
Pennsylvania
$224K
TW
721
Transform Wealth
Colorado
$224K
MWM
722
Mission Wealth Management
California
$224K +$224K +2,200 New
SBIA
723
Sheaff Brock Investment Advisors
Indiana
$222K -$15.3K -150 -6%
JCM
724
Jacobi Capital Management
Pennsylvania
$221K +$2.04K +20 +0.9%
RWM
725
RKL Wealth Management
Pennsylvania
$220K -$16.7K -164 -7%