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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
JGIA
126
Jackson Grant Investment Advisers
Connecticut
$9M +$520K +4,838 +6%
CCM
127
Coldstream Capital Management
Washington
$8.86M -$75.7K -704 -0.9%
Jane Street
128
Jane Street
New York
$8.76M +$2.39M +22,218 +39%
EDRIA
129
Edmonds Duncan Registered Investment Advisors
Kansas
$8.7M -$163K -1,519 -2%
HT
130
Hefren-Tillotson
Pennsylvania
$8.48M +$230K +2,138 +3%
CA
131
Cetera Advisors
Colorado
$8.4M +$755K +7,024 +10%
US Bancorp
132
US Bancorp
Minnesota
$8.19M +$742K +6,904 +10%
HTC
133
Haverford Trust Company
Pennsylvania
$8.18M +$571K +5,314 +8%
ACP
134
Ashfield Capital Partners
California
$8.13M +$48.8K +454 +0.6%
OPCM
135
Osborne Partners Capital Management
California
$8.08M -$12K -112 -0.2%
IA
136
IFP Advisors
Florida
$8.05M -$187K -1,736 -2%
EVM
137
Eaton Vance Management
Massachusetts
$7.96M -$70K -651 -0.9%
DMC
138
Drexel Morgan & Co
Pennsylvania
$7.74M -$245K -2,280 -3%
LNB
139
Ledyard National Bank
$7.68M -$141K -1,314 -2%
DC
140
Davenport & Co
Virginia
$7.68M +$996K +9,262 +15%
NF
141
Nikulski Financial
Iowa
$7.66M +$355K +3,299 +5%
PFA
142
Paradigm Financial Advisors
Missouri
$7.64M +$37.1K +345 +0.5%
CFA
143
Cahill Financial Advisors
Minnesota
$7.61M +$3.33K +31 +0%
SFG
144
SNS Financial Group
Minnesota
$7.33M +$2.85M +26,534 +67%
TF
145
TIAA FSB
Florida
$7.28M +$85.1K +792 +1%
MWM
146
Mascoma Wealth Management
New Hampshire
$7.1M +$2.03M +18,875 +42%
Northern Trust
147
Northern Trust
Illinois
$7.02M -$489K -4,548 -7%
SIAS
148
Shine Investment Advisory Services
Colorado
$6.97M +$287K +2,666 +4%
JFA
149
Johanson Financial Advisors
California
$6.96M -$275K -2,557 -4%
CWA
150
Cypress Wealth Advisors
California
$6.92M -$8.06K -75 -0.1%