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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
Bank of America
1
Bank of America
North Carolina
$1.6B -$184K -1,804 -0%
Morgan Stanley
2
Morgan Stanley
New York
$650M +$156K +1,531 +0%
W
3
Wealthfront
California
$587M -$535K -5,247 -0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$458M +$8.56M +84,019 +2%
UBS Group
5
UBS Group
Switzerland
$423M -$348K -3,412 -0.1%
CSIA
6
Charles Schwab Investment Advisory
California
$299M +$300M +2,942,923 New
Wells Fargo
7
Wells Fargo
California
$286M +$1.57M +15,360 +0.5%
LPL Financial
8
LPL Financial
California
$236M +$12.2M +120,145 +5%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$228M +$10.1M +99,136 +5%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$226M +$102K +1,005 +0%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$213M -$8.07M -79,124 -4%
HB
12
Homrich & Berg
Georgia
$207M -$401K -3,931 -0.2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$161M -$265K -2,599 -0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$137M -$2.06M -20,161 -1%
Ameriprise
15
Ameriprise
Minnesota
$100M +$9.1M +89,300 +10%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$96.3M -$2.98M -29,208 -3%
CWM
17
Cornerstone Wealth Management
Missouri
$94.4M +$969M +9,505,219 +9,809%
HighTower Advisors
18
HighTower Advisors
Illinois
$90.1M -$172K -1,688 -0.2%
William Blair & Company
19
William Blair & Company
Illinois
$89.9M +$2.08M +20,366 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$77.8M -$1.45M -14,236 -2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$73.7M
JP Morgan Chase
22
JP Morgan Chase
New York
$72.4M -$817K -8,019 -1%
SHCM
23
Stokes & Hubbell Capital Management
Louisiana
$71.9M +$1.04M +10,243 +1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$70.7M +$1.02M +9,986 +1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$69.7M -$210K -2,060 -0.3%