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Vanguard Dividend Appreciation ETF

718 hedge funds and large institutions have $8.79B invested in Vanguard Dividend Appreciation ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 296 increasing their positions, 246 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $4.89M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

20% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 246

1% more funds holding

Funds holding: 710718 (+8)

2% more capital invested

Capital invested by funds: $8.58B → $8.79B (+$211M)

0.36% less ownership

Funds ownership: 35.17%34.81% (-0.36%)

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

Holders
718
Holders Change
+8
Holders Change %
+1.13%
% of All Funds
17.9%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.94%
New
42
Increased
296
Reduced
246
Closed
32
Calls
$13.7M
Puts
$4.89M
Net Calls
+$8.79M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$9.33M +$235K +2,521 +3%
UCFA
102
United Capital Financial Advisors
Texas
$9.31M +$361K +3,872 +4%
RCG
103
Ruggie Capital Group
Florida
$9.11M -$159K -1,706 -2%
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$8.95M -$4.38K -47 -0%
MA
105
Montag & Associates
Georgia
$8.9M -$246K -2,638 -3%
KBFS
106
Kohmann Bosshard Financial Services
Ohio
$8.6M +$8.46M +90,728 New
FSA
107
Financial Sense Advisors
California
$8.53M +$1.9M +20,399 +29%
AMG
108
Asset Management Group
Connecticut
$8.52M -$8.58K -92 -0.1%
MWM
109
Modera Wealth Management
New Jersey
$8.39M -$22.8K -244 -0.3%
PWW
110
Pettyjohn Wood & White
Virginia
$8.24M -$218K -2,335 -3%
CCM
111
Coldstream Capital Management
Washington
$8.22M -$124K -1,334 -2%
FHC
112
First Heartland Consultants
Missouri
$8.1M +$286K +3,066 +4%
CL
113
Choreo LLC
Illinois
$8M +$584K +6,260 +8%
BEC
114
Blue Edge Capital
Virginia
$7.99M -$94.9K -1,017 -1%
Northern Trust
115
Northern Trust
Illinois
$7.82M -$1.45M -15,584 -16%
IA
116
IFP Advisors
Florida
$7.69M +$1.31M +13,997 +21%
JSL
117
JT Stratford LLC
Georgia
$7.62M +$3.28M +35,203 +78%
CTC
118
Central Trust Company
Missouri
$7.62M +$61K +654 +0.8%
IAA
119
Ironsides Asset Advisors
North Carolina
$7.59M +$97.9K +1,049 +1%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$7.52M +$233K +2,500 +3%
HFS
121
HL Financial Services
Kentucky
$7.41M +$3.72M +39,922 +104%
DMC
122
Drexel Morgan & Co
Pennsylvania
$7.37M -$254K -2,720 -3%
EDRIA
123
Edmonds Duncan Registered Investment Advisors
Kansas
$7.18M +$165K +1,766 +2%
TSS
124
Two Sigma Securities
New York
$7.17M +$7.06M +75,617 New
DCM
125
Donaldson Capital Management
Indiana
$7.08M +$550K +5,897 +9%