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Vanguard Dividend Appreciation ETF

841 hedge funds and large institutions have $9.75B invested in Vanguard Dividend Appreciation ETF in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 303 increasing their positions, 255 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+124
Holders Change %
+17.29%
% of All Funds
19.1%
Holding in Top 10
96
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.08%
% of All Funds
2.18%
New
164
Increased
303
Reduced
255
Closed
32
Calls
$7.94M
Puts
$5.33M
Net Calls
+$2.6M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Shares
Change %
JMFC
176
J.M. Forbes & Co
Massachusetts
$5.03M +$74.1K +726 +1%
BC
177
Brinker Capital
Pennsylvania
$4.87M +$237K +2,319 +5%
KCPG
178
Kavar Capital Partners Group
Kansas
$4.87M +$139K +1,362 +3%
SBSB
179
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.85M +$147K +1,445 +3%
WIM
180
Westside Investment Management
California
$4.81M -$15.6K -150 -0.3%
WI
181
Wintrust Investments
Illinois
$4.81M +$97.3K +954 +2%
WB
182
Webster Bank
Connecticut
$4.78M -$159K -1,556 -3%
NWS
183
Newport Wealth Strategies
California
$4.69M +$4.69M +43,734 New
CS
184
Comerica Securities
Michigan
$4.67M +$287K +2,811 +7%
LFAS
185
Level Four Advisory Services
Texas
$4.67M +$312K +3,055 +7%
SWP
186
Stratos Wealth Partners
Ohio
$4.64M -$685K -6,714 -13%
I
187
IberiaBank
Louisiana
$4.61M -$2.05M -19,675 -31%
JSL
188
JT Stratford LLC
Georgia
$4.57M -$3.64M -35,643 -44%
WLIM
189
White Lighthouse Investment Management
Massachusetts
$4.57M +$4.57M +44,742 New
FIM
190
Frontier Investment Management
Texas
$4.54M +$414K +4,055 +10%
HR
191
Howe & Rusling
New York
$4.53M +$25.1K +246 +0.6%
SC
192
SouthState Corp
Florida
$4.5M +$458K +4,488 +11%
DC
193
Davenport & Co
Virginia
$4.5M +$897K +8,790 +25%
KCM
194
Karp Capital Management
California
$4.36M +$772K +7,564 +22%
BF
195
BOK Financial
Oklahoma
$4.31M -$106K -1,037 -2%
FAIM
196
Financial Advocates Investment Management
Washington
$4.26M +$4.26M +41,760 New
DWM
197
Darwin Wealth Management
Florida
$4.26M +$414K +4,058 +11%
CIA
198
Capital Investment Advisors
Georgia
$4.25M +$552K +5,413 +15%
RMAM
199
Raab & Moskowitz Asset Management
New Jersey
$4.21M -$288K -2,824 -6%
MC
200
Moors & Cabot
Massachusetts
$4.21M +$160K +1,569 +4%