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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
SIAS
151
Shine Investment Advisory Services
Colorado
$6.13M +$69K +677 +1%
KCM
152
Karp Capital Management
California
$6.13M +$880K +8,632 +17%
DC
153
Davenport & Co
Virginia
$6.11M +$854K +8,376 +16%
FHC
154
First Heartland Consultants
Missouri
$5.94M +$95.9K +941 +2%
HSA
155
HBK Sorce Advisory
Pennsylvania
$5.92M +$312K +3,062 +6%
Jane Street
156
Jane Street
New York
$5.79M -$4.38M -42,992 -43%
RFM
157
Royal Fund Management
Florida
$5.76M +$1.12M +10,940 +24%
APA
158
American Portfolios Advisors
New York
$5.75M +$185K +1,812 +3%
WIC
159
Woodmont Investment Counsel
Tennessee
$5.75M -$325K -3,188 -5%
KCPG
160
Kavar Capital Partners Group
Kansas
$5.58M +$422K +4,136 +8%
KTC
161
Kistler-Tiffany Companies
Pennsylvania
$5.5M -$568K -5,568 -9%
MFS
162
McNamara Financial Services
Massachusetts
$5.47M -$203K -1,987 -4%
SBA
163
Secrest Blakey & Associates
North Carolina
$5.45M -$11.5K -113 -0.2%
PFA
164
Pathway Financial Advisors
Vermont
$5.44M
WP
165
WealthShield Partners
North Carolina
$5.37M -$28.2K -277 -0.5%
LGWM
166
Litman Gregory Wealth Management
California
$5.37M -$10.3K -101 -0.2%
PA
167
Parallel Advisors
California
$5.32M -$350K -3,429 -6%
FWM
168
FFT Wealth Management
Pennsylvania
$5.31M -$38.5K -378 -0.7%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.29M +$4M +39,217 +306%
RCAG
170
Rehmann Capital Advisory Group
Michigan
$5.27M -$571K -5,601 -10%
RIL
171
Rothschild Investment LLC
Illinois
$5.18M -$450K -4,418 -8%
PP
172
Palladium Partners
Virginia
$5.13M -$56.8K -557 -1%
SWP
173
Stratos Wealth Partners
Ohio
$5.11M -$2.72M -26,721 -35%
MIAN
174
Mariner Independent Advisor Network
Kansas
$5.03M -$3.46M -33,991 -41%
WPSG
175
Wealth & Pension Services Group
Georgia
$4.99M +$5.01M +49,129 New