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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
KL
851
KWMG LLC
Kansas
$75K
NSB
852
Norway Savings Bank
Maine
$75K
PAI
853
Pittenger & Anderson Inc
Nebraska
$72K +$13.2K +123 +23%
EWM
854
Edge Wealth Management
New York
$70K
FANJ
855
Financial Architects (New Jersey)
New Jersey
$69K +$5.8K +54 +9%
AC
856
Avestar Capital
New York
$66K
LWA
857
Lenox Wealth Advisors
New York
$66K
THWM
858
Taylor Hoffman Wealth Management
Virginia
$66K +$64.5K +600 New
CPIG
859
Chicago Partners Investment Group
Illinois
$63K +$39.6K +368 +146%
SWPG
860
Strategic Wealth Partners Group
Illinois
$62.3K -$91.8K -854 -6%
LFA
861
Legacy Financial Advisors
Kentucky
$61K
CB
862
CNB Bank
Pennsylvania
$60K
PCTC
863
Perkins Coie Trust Company
Washington
$57K
HI
864
Hudock Inc
Pennsylvania
$57K +$16.1K +150 +40%
FA
865
Fortis Advisors
Pennsylvania
$55K +$322 +3 +0.6%
AIM
866
Advantage Investment Management
Iowa
$53K
MFT
867
Moisand Fitzgerald Tamayo
Florida
$52K +$50.6K +471 New
QAM
868
QCI Asset Management
New York
$51K
AP
869
Atwood & Palmer
Missouri
$51K +$12.1K +113 +32%
BNP Paribas Financial Markets
870
BNP Paribas Financial Markets
France
$49.6K -$12K -112 -20%
CWA
871
Clarus Wealth Advisors
Arizona
$48K -$107 -1 -0.2%
IF
872
Ironwood Financial
Arizona
$48K
PGWM
873
Parisi Gray Wealth Management
New Jersey
$45K
EK
874
Evensky & Katz
Florida
$43K +$215 +2 +0.5%
SIM
875
Sonora Investment Management
Arizona
$42K -$2.69K -25 -6%