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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
PHS
701
Pekin Hardy Strauss
Illinois
$291K +$8.06K +75 +3%
BCFS
702
Butensky & Cohen Financial Security
Florida
$291K +$32.8K +305 +13%
OWM
703
Orgel Wealth Management
Wisconsin
$288K -$146K -1,356 -34%
CFG
704
Citizens Financial Group
Rhode Island
$283K +$275K +2,554 New
LA
705
LVW Advisors
New York
$282K +$274K +2,549 New
CC
706
Cadinha & Co
Hawaii
$281K
FCB
707
First Command Bank
Texas
$278K -$29.6K -275 -10%
FCFS
708
First Command Financial Services
Texas
$278K -$29.6K -275 -10%
GKWIM
709
Gerber Kawasaki Wealth & Investment Management
California
$278K +$269K +2,506 New
EDRH
710
Edmond de Rothschild Holding
Switzerland
$277K -$53.7K -500 -17%
BHB
711
Bank Hapoalim BM
Israel
$276K -$1.07K -10 -0.4%
OAM
712
Oak Asset Management
California
$274K
SWM
713
SVA Wealth Management
Wisconsin
$274K +$3.44K +32 +1%
QCMA
714
Quad Capital Management Advisors
New York
$274K +$266K +2,475 New
CCM
715
Crossvault Capital Management
Texas
$273K
HCM
716
Hengehold Capital Management
Ohio
$272K -$16.9K -157 -6%
BFIM
717
Beese Fulmer Investment Management
Ohio
$272K +$6.45K +60 +3%
PCG
718
Private Capital Group
Connecticut
$270K
TWA
719
TCI Wealth Advisors
Arizona
$270K +$322 +3 +0.1%
KIA
720
Kopp Investment Advisors
Minnesota
$266K
VCM
721
Violich Capital Management
California
$266K +$258K +2,400 New
KPCM
722
Kings Point Capital Management
New York
$263K +$256K +2,380 New
PFS
723
Prospera Financial Services
Texas
$262K -$53.9K -501 -17%
CCP
724
Cardan Capital Partners
Colorado
$261K
PW
725
Peninsula Wealth
California
$261K