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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
GC
76
Gibson Capital
Pennsylvania
$13.8M
Two Sigma Investments
77
Two Sigma Investments
New York
$13.8M -$2.87M -28,175 -17%
CAL
78
Capital Advisors Ltd
Ohio
$13.7M +$55.2K +542 +0.4%
PP
79
PagnatoKarp Partners
Virginia
$13.4M +$1.28M +12,562 +11%
CRC
80
Curi RMB Capital
Illinois
$13.3M -$147K -1,438 -1%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$12.8M +$470K +4,607 +4%
WP
82
WMS Partners
Maryland
$12.7M -$999K -9,798 -7%
BMCM
83
Bryn Mawr Capital Management
Pennsylvania
$12.5M -$296K -2,901 -2%
TCM
84
TD Capital Management
Tennessee
$12.5M -$77.6K -761 -0.6%
WA
85
Wealth Architects
California
$12.4M +$1.45M +14,195 +13%
WIC
86
Whitegate Investment Counselors
New Hampshire
$12.2M +$109K +1,071 +0.9%
BFG
87
Beacon Financial Group
Texas
$12.2M +$351K +3,439 +3%
AI
88
Atria Investments
North Carolina
$12M +$9.84M +96,489 +452%
HCM
89
HM Capital Management
Missouri
$11.9M -$356K -3,492 -3%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$11.7M +$1.51M +14,779 +15%
IFA
91
Interactive Financial Advisors
Illinois
$11.7M -$211K -2,073 -2%
SI
92
SimpliFi Inc
California
$11.6M +$351K +3,444 +3%
SFG
93
StrategIQ Financial Group
Indiana
$11.6M +$284K +2,785 +3%
FSA
94
Financial Sense Advisors
California
$11.4M +$204K +1,998 +2%
PAG
95
Private Advisor Group
New Jersey
$10.7M -$3.35M -32,845 -24%
WFWM
96
Wechter Feldman Wealth Management
New Jersey
$10.6M -$217K -2,127 -2%
SFM
97
Signet Financial Management
New Jersey
$10.5M -$269K -2,643 -2%
FEG
98
Financial Enhancement Group
Indiana
$10.5M +$102K +998 +1%
WT
99
Whittier Trust
California
$10.5M -$488K -4,790 -4%
CCM
100
Covington Capital Management
California
$10.4M -$639K -6,264 -6%