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Vanguard Dividend Appreciation ETF

856 hedge funds and large institutions have $9.76B 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
Holders
856
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
$6.48M
Net Calls
+$10.6M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
176
Westside Investment Management
California
$4.96M +$183K +1,800 +4%
WLIM
177
White Lighthouse Investment Management
Massachusetts
$4.9M +$309K +3,044 +7%
CS
178
Comerica Securities
Michigan
$4.88M +$84.1K +823 +2%
WI
179
Wintrust Investments
Illinois
$4.85M -$176K -1,734 -4%
LIM
180
Leavell Investment Management
Alabama
$4.75M -$17.9K -175 -0.4%
BFM
181
Boston Financial Management
Massachusetts
$4.69M -$453K -4,460 -9%
WB
182
Webster Bank
Connecticut
$4.69M -$192K -1,894 -4%
BF
183
BOK Financial
Oklahoma
$4.62M +$273K +2,685 +6%
CTC
184
Central Trust Company
Missouri
$4.61M -$1.04M -10,188 -18%
MWM
185
Mascoma Wealth Management
New Hampshire
$4.6M +$3.66M +36,053 +391%
NFC
186
Northeast Financial Consultants
Connecticut
$4.58M +$1.2M +11,791 +35%
DWM
187
Darwin Wealth Management
Florida
$4.56M +$200K +1,955 +5%
SCA
188
Stokes Capital Advisors
South Carolina
$4.5M +$140K +1,375 +3%
HR
189
Howe & Rusling
New York
$4.47M -$11.7K -115 -0.3%
CIA
190
Capital Investment Advisors
Georgia
$4.44M +$229K +2,257 +5%
JMFC
191
J.M. Forbes & Co
Massachusetts
$4.41M -$777K -7,648 -15%
SBSB
192
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.37M -$259K -2,550 -6%
AWA
193
Arete Wealth Advisors
Illinois
$4.32M +$3.35M +32,940 +343%
LFAS
194
Level Four Advisory Services
Texas
$4.31M +$83.2K +819 +2%
FAIM
195
Financial Advocates Investment Management
Washington
$4.3M +$181K +1,783 +4%
SC
196
SouthState Corp
Florida
$4.28M -$100K -987 -2%
BFS
197
Bradley Foster & Sargent
Connecticut
$4.22M +$4.37K +43 +0.1%
WIP
198
Wellesley Investment Partners
Massachusetts
$4.22M +$65.1K +641 +2%
HFS
199
HL Financial Services
Kentucky
$4.18M -$52.8K -520 -1%
JSL
200
JT Stratford LLC
Georgia
$4.08M -$3.25K -32 -0.1%