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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
WWM
876
Willingdon Wealth Management
North Carolina
$38K
APSP
877
Asset Planning Services (Pennsylvania)
Pennsylvania
$38K +$7.53K +70 +25%
FPB
878
First PREMIER Bank
South Dakota
$37K
FCMT
879
Founders Capital Management (Texas)
Texas
$33K
CAGAS
880
Capital Advisory Group Advisory Services
Minnesota
$31K +$30.2K +281 New
CH
881
Canton Hathaway
Rhode Island
$25K +$24.2K +225 New
PCA
882
Providence Capital Advisors
North Carolina
$24K
SIS
883
Sound Income Strategies
Florida
$24K +$12.6K +117 +117%
CIA
884
Cascade Investment Advisors
Oregon
$22.1K +$21.5K +200 New
DPA
885
Delphi Private Advisors
California
$22K -$18.5K -172 -46%
BBA
886
Braun-Bostich & Associates
Pennsylvania
$22K
Parallax Volatility Advisers
887
Parallax Volatility Advisers
California
$22K +$21.3K +198 +19,800%
BIMC
888
Benson Investment Management Company
Virginia
$21K
CBT
889
Capital Bank & Trust
California
$21K
RWA
890
River Wealth Advisors
Pennsylvania
$21K
WAM
891
Watermark Asset Management
California
$21K +$107 +1 +0.5%
PFBT
892
Parkside Financial Bank & Trust
Missouri
$19K
FHB
893
First Hawaiian Bank
Hawaii
$17K +$16.1K +150 New
CHP
894
Cable Hill Partners
Oregon
$16K
JWM
895
Janiczek Wealth Management
Colorado
$15K
IAS
896
INR Advisory Services
Pennsylvania
$14K
CAG
897
Csenge Advisory Group
Florida
$14K +$15.1K +140 New
SWA
898
Sutton Wealth Advisors
Florida
$11.1K +$10.8K +100 New
TRCT
899
Tower Research Capital (TRC)
New York
$11K +$9.78K +91 +827%
CA
900
Centerpoint Advisors
Massachusetts
$11K +$10.8K +100 New