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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
CFA
76
Carroll Financial Associates
North Carolina
$16.7M +$97.4K +906 +0.6%
NHC
77
Nicholas Hoffman & Company
Georgia
$16.7M +$631K +5,870 +4%
AA
78
Ancora Advisors
Ohio
$16.4M +$76.4K +711 +0.5%
PA
79
Paracle Advisors
Washington
$16.2M -$2.22M -20,660 -12%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$15.8M +$424K +3,945 +3%
DWM
81
Doyle Wealth Management
Florida
$15.4M +$77.6K +722 +0.5%
SI
82
SimpliFi Inc
California
$15.1M +$2.37M +22,029 +19%
GC
83
Gibson Capital
Pennsylvania
$14.9M -$100K -934 -0.7%
CAL
84
Capital Advisors Ltd
Ohio
$14.9M -$22.3K -207 -0.2%
CRC
85
Curi RMB Capital
Illinois
$14.7M +$134K +1,249 +1%
WA
86
Wealth Architects
California
$14.5M +$983K +9,143 +7%
PP
87
PagnatoKarp Partners
Virginia
$14.4M -$201K -1,872 -1%
VWM
88
Venturi Wealth Management
Texas
$13.9M -$2.22M -20,671 -14%
WP
89
WMS Partners
Maryland
$13.8M -$55.4K -515 -0.4%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$13.7M +$845K +7,858 +7%
TCM
91
TD Capital Management
Tennessee
$13.6M -$17.4K -162 -0.1%
WIC
92
Whitegate Investment Counselors
New Hampshire
$13.3M -$72.5K -674 -0.6%
BFG
93
Beacon Financial Group
Texas
$13M -$265K -2,466 -2%
HCM
94
HM Capital Management
Missouri
$12.9M -$34.5K -321 -0.3%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$12.9M -$1.08M -10,022 -8%
SFG
96
StrategIQ Financial Group
Indiana
$12.8M +$203K +1,890 +2%
BMCM
97
Bryn Mawr Capital Management
Pennsylvania
$12.5M -$1.1M -10,265 -8%
IFA
98
Interactive Financial Advisors
Illinois
$12.4M -$339K -3,158 -3%
FSA
99
Financial Sense Advisors
California
$12.3M -$142K -1,317 -1%
FAAS
100
First Allied Advisory Services
California
$12.1M +$1.59M +14,774 +16%