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Vanguard Dividend Appreciation ETF

718 hedge funds and large institutions have $8.79B invested in Vanguard Dividend Appreciation ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 296 increasing their positions, 246 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $4.89M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

20% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 246

1% more funds holding

Funds holding: 710718 (+8)

2% more capital invested

Capital invested by funds: $8.58B → $8.79B (+$211M)

0.36% less ownership

Funds ownership: 35.17%34.81% (-0.36%)

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

Holders
718
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
17.9%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.94%
New
42
Increased
296
Reduced
246
Closed
32
Calls
$13.7M
Puts
$4.89M
Net Calls
+$8.79M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BWFM
726
Bridgewater Wealth & Financial Management
Maryland
-$2.36M -25,492 Closed
N
727
Natixis
France
-$2.14M -23,079 Closed
WC
728
Wexford Capital
Florida
-$2.03M -21,870 Closed
PWAG
729
Polaris Wealth Advisory Group
California
-$1.52M -16,399 Closed
EFS
730
Essex Financial Services
Connecticut
-$1.52M -16,362 Closed
LRPA
731
L. Roy Papp & Associates
Arizona
-$1.09M -11,739 Closed
TH
732
Timber Hill
Connecticut
-$1.03M -11,095 Closed
HH
733
Hilltop Holdings
Texas
-$588K -6,340 Closed
SS
734
Simplicity Solutions
Minnesota
-$554K -5,980 Closed
SAM
735
Silvercrest Asset Management
New York
-$371K -4,000 Closed
CWM
736
Concert Wealth Management
California
-$335K -3,604 Closed
Fisher Asset Management
737
Fisher Asset Management
Washington
-$334K -3,601 Closed
CSIA
738
Charles Schwab Investment Advisory
California
-$243K -2,622 Closed
FMW
739
Farr Miller & Washington
District of Columbia
-$238K -2,567 Closed
PFO
740
Pathstone Family Office
New Jersey
-$223K -2,410 Closed
DWM
741
Destination Wealth Management
California
-$221K -2,388 Closed
Charles Schwab
742
Charles Schwab
California
-$219K -2,353 Closed
Neuberger Berman Group
743
Neuberger Berman Group
New York
-$208K -2,246 Closed
FWP
744
Fiduciary Wealth Partners
Massachusetts
-$137K -1,476 Closed
BCFS
745
Butensky & Cohen Financial Security
Florida
-$120K -1,291 Closed
Walleye Trading
746
Walleye Trading
New York
-$99 -1,072 Closed
WHG
747
Westwood Holdings Group
Texas
-$72K -781 Closed
CS
748
Credential Securities
-$63.1K -685 Closed
GI
749
Gradient Investments
Minnesota
-$35K -380 Closed
LWA
750
Lowe Wealth Advisors
Maryland
-$31K -331 Closed