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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
KC
801
KHP Capital
Oklahoma
$166K
MSA
802
Marino Stram & Associates
Massachusetts
$165K +$215 +2 +0.1%
AF
803
Allworth Financial
California
$164K
PO
804
Private Ocean
California
$164K
BRC
805
Bell Rock Capital
Delaware
$163K -$41.4K -385 -21%
AI
806
ArchPoint Investors
Florida
$163K
KF
807
Krilogy Financial
Missouri
$161K +$156K +1,451 New
MCM
808
MV Capital Management
Maryland
$157K
SNT
809
Security National Trust
West Virginia
$146K -$58.6K -545 -29%
ANBT
810
American National Bank & Trust
Texas
$142K -$4.73K -44 -3%
CAM
811
Columbia Asset Management
Michigan
$142K +$138K +1,281 New
JA
812
JOYN Advisors
Georgia
$135K
PVH
813
Psagot Value Holdings
Israel
$133K
ML
814
McAdam LLC
Pennsylvania
$129K
PFO
815
Pathstone Family Office
New Jersey
$129K +$8.6K +80 +7%
MCM
816
Manchester Capital Management
Vermont
$128K
BlackRock
817
BlackRock
New York
$126K -$38.1K -354 -24%
FC
818
Ferris Capital
Massachusetts
$123K
AWM
819
AllSquare Wealth Management
New York
$122K
1IA
820
1834 Investment Advisors
Wisconsin
$122K +$322 +3 +0.3%
WA
821
Winfield Associates
Ohio
$120K +$10.8K +100 +10%
WTB
822
Washington Trust Bank
Washington
$119K
WEC
823
Winslow Evans & Crocker
Massachusetts
$116K -$18.3K -170 -14%
OC
824
Oakworth Capital
Alabama
$115K
ME
825
McIlrath & Eck
Washington
$115K +$6.45K +60 +6%