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Vanguard Dividend Appreciation ETF

841 hedge funds and large institutions have $9.75B invested in Vanguard Dividend Appreciation ETF in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 303 increasing their positions, 255 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+124
Holders Change %
+17.29%
% of All Funds
19.1%
Holding in Top 10
96
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.08%
% of All Funds
2.18%
New
164
Increased
303
Reduced
255
Closed
32
Calls
$7.94M
Puts
$5.33M
Net Calls
+$2.6M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
776
Perennial Advisors
New York
$94K +$102 +1 +0.1%
RBC
777
Roble Belko & Company
Pennsylvania
$90K
LIA
778
LS Investment Advisors
Michigan
$86K
GAM
779
Gemmer Asset Management
California
$80K -$21.2K -207 -21%
WCM
780
Whitener Capital Management
North Carolina
$80K +$80K +790 New
RFA
781
Reilly Financial Advisors
California
$78K
OC
782
Oakworth Capital
Alabama
$74K
ANBT
783
American National Bank & Trust
Texas
$69K
NSB
784
Norway Savings Bank
Maine
$69K
NC
785
NewSquare Capital
Pennsylvania
$68K
BC
786
Bartlett & Co
Ohio
$68K
TFA
787
Toth Financial Advisory
Virginia
$65K +$65K +633 New
EWM
788
Edge Wealth Management
New York
$64K
AC
789
Avestar Capital
New York
$61K +$61K +609 New
GI
790
Gradient Investments
Minnesota
$57K +$57K +559 New
LFA
791
Legacy Financial Advisors
Kentucky
$57K +$57K +560 New
PGWM
792
Parisi Gray Wealth Management
New Jersey
$55K +$55K +533 New
PAI
793
Pittenger & Anderson Inc
Nebraska
$54K
BAM
794
Barrett Asset Management
New York
$54K
PCTC
795
Perkins Coie Trust Company
Washington
$52K +$7.59K +75 +17%
MFBTD
796
MB Financial Bank - Trust Department
Illinois
$51K
PO
797
Private Ocean
California
$49K
CMO
798
Covenant Multifamily Offices
Texas
$46K +$46K +450 New
WIM
799
Weitz Investment Management
Nebraska
$44K
SIM
800
Sonora Investment Management
Arizona
$42.2K +$10.2K +100 +32%