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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
Bank of America
1
Bank of America
North Carolina
$1.52B -$55.6M -595,701 -4%
Morgan Stanley
2
Morgan Stanley
New York
$630M -$8.51M -91,242 -1%
W
3
Wealthfront
California
$455M +$38M +407,633 +9%
UBS Group
4
UBS Group
Switzerland
$408M -$1.52M -16,250 -0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$390M +$6.92M +74,188 +2%
Wells Fargo
6
Wells Fargo
California
$274M +$5M +53,560 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$225M -$4.34M -46,465 -2%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223M +$3.61M +38,656 +2%
LPL Financial
9
LPL Financial
California
$191M +$5.44M +58,321 +3%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$190M -$8.62M -92,412 -4%
HB
11
Homrich & Berg
Georgia
$188M +$2.47M +26,503 +1%
WIM
12
Windhaven Investment Management
Massachusetts
$182M -$4.4M -47,204 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$144M +$3.69M +39,560 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$116M +$3.47M +37,224 +3%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$94M +$576K +6,178 +0.6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$81.6M -$470K -5,035 -0.6%
HighTower Advisors
17
HighTower Advisors
Illinois
$79.5M +$2.03M +21,735 +3%
William Blair & Company
18
William Blair & Company
Illinois
$77.8M +$3.49M +37,363 +5%
SF
19
Synovus Financial
Georgia
$75.8M -$291K -3,124 -0.4%
MML Investors Services
20
MML Investors Services
Massachusetts
$74.7M +$1.47M +15,752 +2%
Ameriprise
21
Ameriprise
Minnesota
$73.8M +$17.6M +189,120 +32%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$66.6M -$542K -5,804 -0.8%
JP Morgan Chase
23
JP Morgan Chase
New York
$66.6M +$1.77M +18,918 +3%
SHCM
24
Stokes & Hubbell Capital Management
Louisiana
$63.3M +$1.86M +19,963 +3%
Brown Advisory
25
Brown Advisory
Maryland
$62.8M -$2.44M -26,166 -4%