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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
SEIA
776
Signature Estate & Investment Advisors
California
$105K -$283K -2,780 -73%
OC
777
Oakworth Capital
Alabama
$105K
FFC
778
First Financial Corp
Indiana
$102K
GFP
779
Gryphon Financial Partners
Ohio
$102K
WA
780
Winfield Associates
Ohio
$100K +$1.53K +15 +2%
ME
781
McIlrath & Eck
Washington
$99K
BBPWM
782
Blue Bell Private Wealth Management
Pennsylvania
$97K -$10.2K -100 -9%
VIA
783
Vantage Investment Advisors
Pennsylvania
$96K -$3.47K -34 -3%
Barclays
784
Barclays
United Kingdom
$95K +$80.8K +793 +571%
CAL
785
Capital Analysts LLC
Pennsylvania
$89K
RBC
786
Roble Belko & Company
Pennsylvania
$89K
LIA
787
LS Investment Advisors
Michigan
$86K
BBHC
788
Brown Brothers Harriman & Co
New York
$81K
GAM
789
Gemmer Asset Management
California
$79K
TDC
790
Thompson Davis & Co
Virginia
$78K +$47.9K +470 +159%
PA
791
Perennial Advisors
New York
$76K -$12.7K -125 -14%
BAM
792
Barrett Asset Management
New York
$76K +$27.5K +270 +57%
RFA
793
Reilly Financial Advisors
California
$74K
NC
794
NewSquare Capital
Pennsylvania
$70K
KL
795
KWMG LLC
Kansas
$69K +$68.8K +675 New
NSB
796
Norway Savings Bank
Maine
$68K
VCM
797
Vigilant Capital Management
Maine
$65K -$28.5K -280 -31%
EWM
798
Edge Wealth Management
New York
$65K
LWA
799
Lenox Wealth Advisors
New York
$60K -$7.13K -70 -11%
AC
800
Avestar Capital
New York
$60K