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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
MRCM
851
M&R Capital Management
New Jersey
$5K
JWA
852
JFS Wealth Advisors
Pennsylvania
$4K
CFN
853
Cordasco Financial Network
Florida
$3K
OBWP
854
O'Brien Wealth Partners
Massachusetts
$2K +$2.24K +22 New
TRCT
855
Tower Research Capital (TRC)
New York
$1K +$1.12K +11 New
NA
856
NewEdge Advisors
Louisiana
$986 +$461K +4,519 +87%
NDSI
857
Newman Dignan & Sheerar Inc
Rhode Island
$437
FRA
858
Front Row Advisors
California
$164
GT
859
Glenmede Trust
Pennsylvania
-$58.6M -574,347 Closed
PCMC
860
Paragon Capital Management (Colorado)
Colorado
-$46.8M -462,879 Closed
ZB
861
Zions Bancorporation
Utah
-$37.5M -370,602 Closed
CAN
862
Cetera Advisor Networks
California
-$16.3M -161,351 Closed
HH
863
HWG Holdings
Texas
-$8.21M -81,251 Closed
A
864
AdvicePeriod
California
-$2.2M -21,802 Closed
EFS
865
Essex Financial Services
Connecticut
-$1.86M -18,387 Closed
CAM
866
Crestone Asset Management
Colorado
-$679K -6,724 Closed
BG
867
Bahl & Gaynor
Ohio
-$489K -4,843 Closed
PP
868
PrairieView Partners
Minnesota
-$406K -4,021 Closed
Walleye Trading
869
Walleye Trading
New York
-$359K -3,557 Closed
CIC
870
Cornercap Investment Counsel
Georgia
-$270K -2,671 Closed
FPCM
871
Financial Partners Capital Management
New York
-$255K -2,525 Closed
SFC
872
SYM Financial Corp
Indiana
-$249K -2,469 Closed
Comerica Bank
873
Comerica Bank
Texas
-$225K -2,196 Closed
OAM
874
Oppenheimer Asset Management
New York
-$212K -2,098 Closed
ATC
875
Argent Trust Co
Tennessee
-$211K -2,086 Closed