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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
CFA
826
Camarda Financial Advisors
Florida
$30K +$30.6K +300 New
APSP
827
Asset Planning Services (Pennsylvania)
Pennsylvania
$29K -$34.9K -342 -55%
PMG
828
ProVise Management Group
Florida
$27K -$595K -5,834 -2%
CPIG
829
Chicago Partners Investment Group
Illinois
$26K +$25.7K +252 New
CHC
830
City Holding Co
West Virginia
$24K
PCA
831
Providence Capital Advisors
North Carolina
$22K -$5.1K -50 -19%
BBA
832
Braun-Bostich & Associates
Pennsylvania
$20K
RWA
833
River Wealth Advisors
Pennsylvania
$20K +$19.7K +193 New
IAS
834
IMA Advisory Services
Colorado
$20K +$20.4K +200 New
WAM
835
Watermark Asset Management
California
$19K -$11.9K -117 -38%
BIMC
836
Benson Investment Management Company
Virginia
$19K
CBT
837
Capital Bank & Trust
California
$19K
PFBT
838
Parkside Financial Bank & Trust
Missouri
$17K
GBBWRPM
839
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K
PGA
840
Premia Global Advisors
Florida
$15K
CHP
841
Cable Hill Partners
Oregon
$15K +$15K +147 New
JWM
842
Janiczek Wealth Management
Colorado
$14K +$14.3K +140 New
IAS
843
INR Advisory Services
Pennsylvania
$13K
LC
844
Landaas & Company
Wisconsin
$11K +$11.2K +110 New
SIS
845
Sound Income Strategies
Florida
$10K +$10.2K +100 New
CWM
846
Cedar Wealth Management
California
$9K
FGAM
847
Financial Gravity Asset Management
Texas
$9K +$8.46K +83 New
HI
848
Harrington Investments
California
$7K
SIA
849
SeaBridge Investment Advisors
New Jersey
$6K
BC
850
Barnett & Company
Tennessee
$5K -$9.99K -98 -69%