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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
CA
726
CapWealth Advisors
Tennessee
$261K +$254K +2,360 New
WCWM
727
Willow Creek Wealth Management
California
$259K +$251K +2,339 New
NCM
728
Northwest Capital Management
Oregon
$258K
UAS
729
United Asset Strategies
New York
$257K -$32.2K -300 -11%
BTNA
730
Bremer Trust National Association
Minnesota
$257K -$12.1K -113 -5%
JCM
731
Jacobi Capital Management
Pennsylvania
$256K +$15.2K +141 +6%
JIP
732
Jaffetilchin Investment Partners
Florida
$255K +$752 +7 +0.3%
FWCM
733
Ferguson Wellman Capital Management
Oregon
$253K -$20K -186 -8%
MWP
734
MYCIO Wealth Partners
Pennsylvania
$253K
OAM
735
Occidental Asset Management
California
$252K +$245K +2,279 New
SBL
736
Sargent Bickham Lagudis
Colorado
$249K +$107 +1 +0%
SXL
737
Summit X LLC
Missouri
$249K +$11.1K +103 +5%
FCH
738
Freestone Capital Holdings
Washington
$249K +$242K +2,252 New
MYIA
739
Mount Yale Investment Advisors
Colorado
$248K -$272K -2,532 -53%
PCA
740
Personal Capital Advisors
California
$246K +$239K +2,225 New
LIA
741
LBMC Investment Advisors
Tennessee
$245K -$4.3K -40 -2%
DW
742
Domani Wealth
Pennsylvania
$244K
MWM
743
Mission Wealth Management
California
$244K
TW
744
Transform Wealth
Colorado
$244K
IC
745
Iconiq Capital
California
$243K
Deutsche Bank
746
Deutsche Bank
Germany
$243K +$11.3K +105 +5%
SBIA
747
Sheaff Brock Investment Advisors
Indiana
$240K -$1.18K -11 -0.5%
EWG
748
Executive Wealth Group
Washington
$239K +$1.29K +12 +0.6%
RWM
749
RKL Wealth Management
Pennsylvania
$239K
IAM
750
Integre Asset Management
New York
$238K -$32.1K -299 -12%