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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
LNB
126
Ledyard National Bank
$7.06M -$464K -4,973 -6%
JFA
127
Johanson Financial Advisors
California
$6.92M +$253K +2,717 +4%
LA
128
Leonetti & Associates
Illinois
$6.88M -$144K -1,542 -2%
HH
129
HWG Holdings
Texas
$6.86M +$6.75M +72,334 New
EVM
130
Eaton Vance Management
Massachusetts
$6.82M -$147K -1,571 -2%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.78M -$266K -2,850 -4%
JGIA
132
Jackson Grant Investment Advisers
Connecticut
$6.73M -$175K -1,878 -3%
DG
133
Davidson & Garrard
Virginia
$6.66M +$41.8K +448 +0.6%
ACP
134
Ashfield Capital Partners
California
$6.65M -$306K -3,275 -4%
NFG
135
NewFocus Financial Group
Washington
$6.59M +$180K +1,931 +3%
CFA
136
Cahill Financial Advisors
Minnesota
$6.55M -$19.1K -205 -0.3%
WIC
137
Woodmont Investment Counsel
Tennessee
$6.48M -$446K -4,775 -7%
DADC
138
D.A. Davidson & Co
Montana
$6.46M +$380K +4,078 +6%
PFA
139
Paradigm Financial Advisors
Missouri
$6.4M +$87.2K +935 +1%
KTC
140
Kistler-Tiffany Companies
Pennsylvania
$6.38M +$668K +7,157 +12%
FAAS
141
First Allied Advisory Services
California
$6.24M +$88.6K +950 +1%
AAP
142
Arax Advisory Partners
Colorado
$6.22M -$1.66M -17,803 -21%
I
143
IberiaBank
Louisiana
$6.14M +$5.97M +63,971 New
TF
144
TIAA FSB
Florida
$6.1M +$1.36M +14,612 +29%
HT
145
Hefren-Tillotson
Pennsylvania
$6.07M +$456K +4,889 +8%
SC
146
Scotia Capital
Ontario, Canada
$6.04M +$1.14M +12,191 +24%
OPCM
147
Osborne Partners Capital Management
California
$6.04M -$15.9K -170 -0.3%
US Bancorp
148
US Bancorp
Minnesota
$6.04M +$526K +5,638 +10%
SI
149
SII Investments
Wisconsin
$6M -$295K -3,159 -5%
SIAS
150
Shine Investment Advisory Services
Colorado
$5.94M -$34.1K -365 -0.6%