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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
CWM
901
Cedar Wealth Management
California
$10K
CI
902
CX Institutional
Indiana
$8K +$7.31K +68 New
WC
903
Whitney & Co
New York
$8K +$8.06K +75 New
HI
904
Harrington Investments
California
$7K
SIA
905
SeaBridge Investment Advisors
New Jersey
$7K
MRCM
906
M&R Capital Management
New Jersey
$6K
FGAM
907
Financial Gravity Asset Management
Texas
$5K -$3.87K -36 -43%
BC
908
Barnett & Company
Tennessee
$5K
JWA
909
JFS Wealth Advisors
Pennsylvania
$4K
CFN
910
Cordasco Financial Network
Florida
$3K
WAS
911
WESPAC Advisors SoCal
California
$2K
CF
912
Centaurus Financial
California
$954 -$1.77M -16,456 -100%
WKWM
913
Walter & Keenan Wealth Management
Indiana
$480
IP
914
Investment Partners
Ohio
$215 +$1.61K +15 +0.6%
FRA
915
Front Row Advisors
California
$159
FTIOP
916
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$33.4M -406,760 Closed
MIAN
917
Mariner Independent Advisor Network
Kansas
-$5.03M -49,540 Closed
VF
918
Virtu Financial
New York
-$2.05M -20,166 Closed
RCM
919
RB Capital Management
Nevada
-$1.55M -15,250 Closed
SEI Investments
920
SEI Investments
Pennsylvania
-$719K -7,075 Closed
LFS
921
Legacy Financial Strategies
Kansas
-$703K -6,919 Closed
DWA
922
Douglass Winthrop Advisors
New York
-$437K -4,300 Closed
CCA
923
Clearwater Capital Advisors
Illinois
-$430K -4,234 Closed
SG Americas Securities
924
SG Americas Securities
New York
-$317K -3,120 Closed
TSS
925
Two Sigma Securities
New York
-$309K -3,041 Closed