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Vanguard Dividend Appreciation ETF

985 hedge funds and large institutions have $11.6B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 278 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
+75
Holders Change %
+8.24%
% of All Funds
21.98%
Holding in Top 10
126
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27.27%
% of All Funds
2.81%
New
154
Increased
401
Reduced
278
Closed
70
Calls
$17M
Puts
$6.38M
Net Calls
+$10.6M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$29.6M +$5.33M +54,411 +22%
CP
52
Coho Partners
Pennsylvania
$29.6M +$29.6M +301,760 New
SCA
53
Stuart Chaussee & Associates
California
$28.3M +$27.9M +285,008 +7,891%
Citigroup
54
Citigroup
New York
$27.7M -$565K -5,768 -2%
PMG
55
ProVise Management Group
Florida
$27M +$543K +5,540 +2%
BP
56
Ballentine Partners
Massachusetts
$26.8M -$834K -8,517 -3%
JFA
57
JNBA Financial Advisors
Minnesota
$26.2M +$25.9M +264,851 +9,133%
EGA
58
E&G Advisors
Texas
$25.4M -$54.4K -555 -0.2%
BO
59
BRR OpCo
Ohio
$25.2M -$224K -2,285 -0.9%
DT
60
Diversified Trust
Tennessee
$24.9M -$1.26M -12,876 -5%
FIG
61
FundX Investment Group
California
$24.6M +$24.6M +251,045 New
IFA
62
Interactive Financial Advisors
Illinois
$24.4M +$13.4M +137,012 +122%
M&T Bank
63
M&T Bank
New York
$24.1M +$51.5K +526 +0.2%
Creative Planning
64
Creative Planning
Kansas
$24M +$66K +674 +0.3%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$23.1M +$226K +2,304 +1%
Stifel Financial
66
Stifel Financial
Missouri
$21.9M -$1.68M -17,116 -7%
SB
67
Suntrust Banks
Georgia
$21.6M +$5.44M +55,516 +34%
RWP
68
RWA Wealth Partners
Massachusetts
$20.1M +$2.16M +22,073 +12%
CL
69
CPWM LLC
Washington
$16.9M +$2.03M +20,686 +14%
CAN
70
Cetera Advisor Networks
California
$15.9M +$64.4K +657 +0.4%
USAA
71
United Services Automobile Association
Texas
$15.8M
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$15.8M +$936K +9,559 +6%
CFA
73
Carroll Financial Associates
North Carolina
$15.6M +$787K +8,013 +5%
SI
74
Stephens Inc
Arkansas
$15.5M +$323K +3,302 +2%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$15.5M +$1.57M +16,146 +11%