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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
FPCM
776
Financial Partners Capital Management
New York
$210K +$204K +1,900 New
RC
777
Roundview Capital
New Jersey
$210K +$204K +1,900 New
VCAM
778
Van Cleef Asset Management
Ohio
$210K +$204K +1,900 New
OLA
779
Oliver Luxxe Assets
New Jersey
$208K +$205K +1,906 New
F
780
F3Logic
Minnesota
$207K -$166K -1,540 -45%
PGFC
781
Peapack-Gladstone Financial Corp
New Jersey
$207K +$201K +1,870 New
Wealth Enhancement Advisory Services
782
Wealth Enhancement Advisory Services
Minnesota
$207K +$219K +2,037 New
CSIC
783
Clifford Swan Investment Counsel
California
$206K +$200K +1,858 New
ATC
784
Argent Trust Co
Tennessee
$206K +$200K +1,860 New
AUB
785
Atlantic Union Bankshares
Virginia
$205K +$199K +1,850 New
WCM
786
Wealthcare Capital Management
Virginia
$204K
SFC
787
SYM Financial Corp
Indiana
$204K +$198K +1,845 New
QCG
788
Quadrant Capital Group
Ohio
$203K
CCM
789
Cribstone Capital Management
Maine
$203K +$53.7K +500 +37%
FWM
790
Frontier Wealth Management
Missouri
$202K +$196K +1,825 New
MPWT
791
MassMutual Private Wealth & Trust
Connecticut
$201K
BFC
792
Bedel Financial Consulting
Indiana
$197K -$116K -1,080 -37%
ADL
793
Asset Dedication LLC
California
$195K -$92.8K -863 -33%
HCM
794
Hilton Capital Management
New York
$192K -$187K -1,735 Closed
PCA
795
Peddock Capital Advisors
Massachusetts
$190K
GWS
796
Glassman Wealth Services
Virginia
$183K
FPS
797
Fieldpoint Private Securities
Connecticut
$177K
RAM
798
Riggs Asset Management
Pennsylvania
$177K
WPA
799
West Paces Advisors
Georgia
$170K
PCM
800
Princeton Capital Management
New Jersey
$167K +$31.2K +290 +24%