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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
LFA
801
Legacy Financial Advisors
Kentucky
$59K
DWM
802
Destination Wealth Management
California
$59K +$3.98K +39 +7%
FANJ
803
Financial Architects (New Jersey)
New Jersey
$58K +$11.3K +111 +24%
SWPG
804
Strategic Wealth Partners Group
Illinois
$57.3K -$351K -3,446 -19%
BNP Paribas Financial Markets
805
BNP Paribas Financial Markets
France
$56.9K +$14.2K +139 +33%
CB
806
CNB Bank
Pennsylvania
$55K +$3.36K +33 +6%
PAI
807
Pittenger & Anderson Inc
Nebraska
$53K
PCTC
808
Perkins Coie Trust Company
Washington
$52K
PCM
809
Peak Capital Management
Colorado
$52K +$52.4K +514 New
MFBTD
810
MB Financial Bank - Trust Department
Illinois
$51K +$21.7K +213 +74%
FA
811
Fortis Advisors
Pennsylvania
$50K
AIM
812
Advantage Investment Management
Iowa
$48K -$6.42K -63 -12%
QAM
813
QCI Asset Management
New York
$47K +$47.4K +465 New
IF
814
Ironwood Financial
Arizona
$44K +$39.8K +390 +975%
CWA
815
Clarus Wealth Advisors
Arizona
$44K +$44.1K +433 New
AA
816
Apriem Advisors
California
$43K +$43.6K +428 New
PGWM
817
Parisi Gray Wealth Management
New Jersey
$42K
SIM
818
Sonora Investment Management
Arizona
$41K -$7.34K -72 -15%
EK
819
Evensky & Katz
Florida
$40K +$204 +2 +0.5%
DPA
820
Delphi Private Advisors
California
$38K -$2.24K -22 -6%
HI
821
Hudock Inc
Pennsylvania
$37K
AP
822
Atwood & Palmer
Missouri
$36K
WWM
823
Willingdon Wealth Management
North Carolina
$35K
FPB
824
First PREMIER Bank
South Dakota
$34K
FCMT
825
Founders Capital Management (Texas)
Texas
$30K