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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
ZF
751
Zhang Financial
Michigan
$238K -$21.5K -200 -9%
PWMAG
752
Pinnacle Wealth Management Advisory Group
New Jersey
$235K -$16.1K -150 -7%
ZIC
753
ZWJ Investment Counsel
Georgia
$233K +$6.45K +60 +3%
SFWA
754
Summit Financial Wealth Advisors
Louisiana
$232K -$236K -2,198 -50%
IFAM
755
Institutional & Family Asset Management
Colorado
$231K +$1.18K +11 +0.5%
GCA
756
Gradient Capital Advisors
California
$229K +$752 +7 +0.3%
LWS
757
Lucia Wealth Services
California
$229K +$223K +2,071 New
AIM
758
Anchor Investment Management
South Carolina
$229K
CF
759
Corrigan Financial
Rhode Island
$229K
SCP
760
Silverleafe Capital Partners
Tennessee
$227K -$49.8K -463 -18%
AIM
761
Arcadia Investment Management
Michigan
$225K
NCM
762
Novare Capital Management
North Carolina
$224K +$217K +2,023 New
FIA
763
FNY Investment Advisers
New York
$224K +$218K +2,027 New
LCM
764
LVM Capital Management
Michigan
$223K -$4.62K -43 -2%
GW
765
GW & Wade
Massachusetts
$223K +$322 +3 +0.1%
BWM
766
Buckley Wealth Management
Nevada
$220K
CS
767
Cannell & Spears
New York
$219K
SYBT
768
Stock Yards Bank & Trust
Kentucky
$219K +$212K +1,974 New
CCB
769
Cutter & Co Brokerage
Missouri
$219K +$213K +1,981 New
AIA
770
Allied Investment Advisors
Montana
$217K -$58.7K -546 -22%
NCM
771
Noesis Capital Mangement
Florida
$217K +$210K +1,958 New
CAN
772
Claraphi Advisory Network
United States
$214K -$41.7K -388 -17%
HBT
773
Hills Bank & Trust
Iowa
$214K +$209K +1,940 New
HCA
774
Hillview Capital Advisors
Pennsylvania
$213K +$206K +1,919 New
VCM
775
Vivaldi Capital Management
Illinois
$213K +$207K +1,927 New