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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
BFEC
201
Benjamin F. Edwards & Company
Missouri
$3.51M +$117K +1,258 +4%
CIA
202
Capital Investment Advisors
Georgia
$3.43M +$168K +1,798 +5%
CCG
203
Chatham Capital Group
Georgia
$3.36M -$7.46K -80 -0.2%
CA
204
Cambridge Advisors
Nebraska
$3.35M -$9.33K -100 -0.3%
ECM
205
Evergreen Capital Management
Washington
$3.35M +$2.95M +31,619 +850%
DC
206
Davenport & Co
Virginia
$3.34M +$1.76M +18,851 +115%
KCM
207
Karp Capital Management
California
$3.33M -$94.2K -1,010 -3%
EHPM
208
Emery Howard Portfolio Management
California
$3.32M +$13.9K +149 +0.4%
TFCP
209
Twin Focus Capital Partners
Massachusetts
$3.28M -$545K -5,840 -14%
VCM
210
Versant Capital Management
Arizona
$3.15M -$253K -2,710 -8%
MGIA
211
Matthew Goff Investment Advisor
Texas
$3.09M +$3.04M +32,578 New
GLA
212
Good Life Advisors
Pennsylvania
$3.09M +$547K +5,864 +22%
HMC
213
Harvard Management Company
Massachusetts
$3.05M -$6.34K -68 -0.2%
HCM
214
Hollencrest Capital Management
California
$3.04M +$13.3K +143 +0.4%
REMPR
215
Roof Eidam Maycock Peralta (REMP)
California
$2.95M
MCTIC
216
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.94M
SSI
217
Scott & Selber Inc
Texas
$2.94M +$173K +1,854 +6%
WA1
218
Wimmer Associates 1
California
$2.91M -$78.5K -841 -3%
JWBC
219
J.W. Burns & Co
New York
$2.89M -$49.4K -529 -2%
MWAC
220
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.85M -$62.4K -669 -2%
ECM
221
ETrade Capital Management
Virginia
$2.84M +$187K +2,006 +7%
Fiera Capital (Canada)
222
Fiera Capital (Canada)
Quebec, Canada
$2.82M -$1.38M -14,745 -33%
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$2.81M +$235K +2,514 +9%
GI
224
Glovista Investments
New Jersey
$2.8M +$53.2K +570 +2%
WT
225
Washington Trust
Rhode Island
$2.71M -$24.1K -258 -0.9%