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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
SEIA
826
Signature Estate & Investment Advisors
California
$114K +$215 +2 +0.2%
VCM
827
Vigilant Capital Management
Maine
$112K +$40.3K +375 +59%
FFC
828
First Financial Corp
Indiana
$111K
CG
829
Cutler Group
California
$110K +$107K +1,000 New
APP
830
Avantax Planning Partners
Iowa
$109K +$105K +981 New
GI
831
Gradient Investments
Minnesota
$108K -$66.5K -619 -39%
RA
832
Rational Advisors
New York
$106K -$13.9K -129 -12%
BBPWM
833
Blue Bell Private Wealth Management
Pennsylvania
$106K
VIA
834
Vantage Investment Advisors
Pennsylvania
$105K
PCIA
835
Prime Capital Investment Advisors
Kansas
$105K +$102K +950 New
RBC
836
Roble Belko & Company
Pennsylvania
$97K
MFBTD
837
MB Financial Bank - Trust Department
Illinois
$94K +$37.4K +348 +69%
LIA
838
LS Investment Advisors
Michigan
$93K
RMC
839
Resources Management Corp
Connecticut
$93K +$91.3K +849 New
WCM
840
Whitener Capital Management
North Carolina
$87K +$84.9K +790 New
GAM
841
Gemmer Asset Management
California
$86K
TDC
842
Thompson Davis & Co
Virginia
$85K
PA
843
Perennial Advisors
New York
$83K +$107 +1 +0.1%
BAM
844
Barrett Asset Management
New York
$82K
RFA
845
Reilly Financial Advisors
California
$81K
OBWP
846
O'Brien Wealth Partners
Massachusetts
$81K +$76K +707 +3,214%
DWM
847
Destination Wealth Management
California
$79K +$13.8K +128 +22%
CAL
848
Capital Analysts LLC
Pennsylvania
$77K -$19.2K -179 -21%
NC
849
NewSquare Capital
Pennsylvania
$77K +$3.76K +35 +5%
CHC
850
City Holding Co
West Virginia
$77K +$49.4K +460 +196%