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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
Lido Advisors
726
Lido Advisors
California
$219K -$170K -1,667 -44%
EWG
727
Executive Wealth Group
Washington
$219K
SXL
728
Summit X LLC
Missouri
$216K
Deutsche Bank
729
Deutsche Bank
Germany
$213K +$169K +1,661 +386%
IFAM
730
Institutional & Family Asset Management
Colorado
$211K
AIM
731
Anchor Investment Management
South Carolina
$210K -$1.63K -16 -0.8%
GCA
732
Gradient Capital Advisors
California
$210K +$210K +2,063 New
CF
733
Corrigan Financial
Rhode Island
$210K
LCM
734
LVM Capital Management
Michigan
$209K
PPSG
735
Princeton Portfolio Strategies Group
New Jersey
$209K +$210K +2,060 New
ZIC
736
ZWJ Investment Counsel
Georgia
$208K
AIM
737
Arcadia Investment Management
Michigan
$207K
GW
738
GW & Wade
Massachusetts
$205K +$205K +2,013 New
BWM
739
Buckley Wealth Management
Nevada
$202K
CS
740
Cannell & Spears
New York
$201K +$202K +1,977 New
MCM
741
Murphy Capital Management
New Jersey
$200K +$201K +1,972 New
SNT
742
Security National Trust
West Virginia
$189K -$36.7K -360 -16%
BRC
743
Bell Rock Capital
Delaware
$188K +$18.9K +185 +11%
WCM
744
Wealthcare Capital Management
Virginia
$187K
QCG
745
Quadrant Capital Group
Ohio
$186K -$109K -1,065 -37%
MPWT
746
MassMutual Private Wealth & Trust
Connecticut
$185K
HCM
747
Hilton Capital Management
New York
$176K +$177K +1,735 New
PCA
748
Peddock Capital Advisors
Massachusetts
$175K
GWS
749
Glassman Wealth Services
Virginia
$168K
RAM
750
Riggs Asset Management
Pennsylvania
$163K +$50K +491 +44%