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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
FPS
751
Fieldpoint Private Securities
Connecticut
$162K
GI
752
Gradient Investments
Minnesota
$162K +$34K +334 +26%
WPA
753
West Paces Advisors
Georgia
$156K -$111K -1,085 -41%
KC
754
KHP Capital
Oklahoma
$152K
MSA
755
Marino Stram & Associates
Massachusetts
$151K
PO
756
Private Ocean
California
$151K +$102 +1 +0.1%
AF
757
Allworth Financial
California
$151K +$15.4K +151 +11%
BlackRock
758
BlackRock
New York
$151K +$41.5K +407 +38%
AI
759
ArchPoint Investors
Florida
$150K
MCM
760
MV Capital Management
Maryland
$144K
CCM
761
Cribstone Capital Management
Maine
$136K
ANBT
762
American National Bank & Trust
Texas
$135K +$94.4K +926 +232%
WEC
763
Winslow Evans & Crocker
Massachusetts
$126K
JA
764
JOYN Advisors
Georgia
$124K -$118K -1,153 -49%
PCM
765
Princeton Capital Management
New Jersey
$124K
PVH
766
Psagot Value Holdings
Israel
$122K
BCMIO
767
Beacon Capital Management Inc (Ohio)
Ohio
$119K +$119K +1,170 New
ML
768
McAdam LLC
Pennsylvania
$118K -$8.77K -86 -7%
MCM
769
Manchester Capital Management
Vermont
$118K
FC
770
Ferris Capital
Massachusetts
$113K -$111K -1,086 -49%
AWM
771
AllSquare Wealth Management
New York
$112K
1IA
772
1834 Investment Advisors
Wisconsin
$112K +$204 +2 +0.2%
RA
773
Rational Advisors
New York
$111K +$38.2K +375 +53%
PFO
774
Pathstone Family Office
New Jersey
$110K +$111K +1,086 New
WTB
775
Washington Trust Bank
Washington
$109K