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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 %
BTS
51
BB&T Securities
Virginia
$35.9M +$3.47M +31,350 +11%
SFS
52
Strategic Financial Services
New York
$34.9M -$534K -4,823 -2%
AI
53
Atria Investments
North Carolina
$34.8M +$21.8M +196,514 +167%
DC
54
Derby & Company
Massachusetts
$34.6M +$580K +5,238 +2%
Citigroup
55
Citigroup
New York
$31.9M +$845K +7,637 +3%
BP
56
Ballentine Partners
Massachusetts
$31.2M +$1.38M +12,505 +5%
FIA
57
Foundations Investment Advisors
Arizona
$31.1M +$3.21M +28,972 +12%
PMG
58
ProVise Management Group
Florida
$29.9M +$569K +5,138 +2%
DT
59
Diversified Trust
Tennessee
$29.6M -$2.15M -19,435 -7%
BO
60
BRR OpCo
Ohio
$28.7M -$868K -7,844 -3%
EGA
61
E&G Advisors
Texas
$28.7M -$208K -1,875 -0.7%
PAG
62
Private Advisor Group
New Jersey
$27.4M +$15.8M +142,870 +136%
M&T Bank
63
M&T Bank
New York
$27.2M -$1.17M -10,609 -4%
Creative Planning
64
Creative Planning
Kansas
$27.1M -$747K -6,752 -3%
Stifel Financial
65
Stifel Financial
Missouri
$26.7M +$1.24M +11,239 +5%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$25.8M -$570K -5,150 -2%
BCI
67
Brinker Capital Investments
Pennsylvania
$21.3M -$2.47M -22,327 -10%
RWP
68
RWA Wealth Partners
Massachusetts
$20.3M +$12.1M +109,159 +147%
Two Sigma Investments
69
Two Sigma Investments
New York
$19.9M +$4.89M +44,207 +33%
SB
70
Suntrust Banks
Georgia
$18.2M +$714K +6,447 +4%
USAA
71
United Services Automobile Association
Texas
$17.9M
CAN
72
Cetera Advisor Networks
California
$17.8M +$17.8M +161,215 New
SI
73
Stephens Inc
Arkansas
$17.2M +$16.9K +153 +0.1%
CL
74
CPWM LLC
Washington
$16.8M +$553 +5 +0%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$16.7M +$1.38M +12,458 +9%