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Vanguard Dividend Appreciation ETF

910 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

Holders
910
Holders Change
+54
Holders Change %
+6.31%
% of All Funds
20.84%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.27%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.75B 15,828,245 +107,602 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$734M 6,634,317 +236,358 +4%
W
3
Wealthfront
California
$651M 5,876,862 +96,309 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$512M 4,627,758 +124,287 +3%
CSIA
5
Charles Schwab Investment Advisory
California
$509M 4,600,509 +1,657,586 +56%
UBS Group
6
UBS Group
Switzerland
$471M 4,255,048 +90,812 +2%
Wells Fargo
7
Wells Fargo
California
$320M 2,888,992 +78,701 +3%
LPL Financial
8
LPL Financial
California
$272M 2,455,977 +137,163 +6%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M 2,088,557 -131,695 -6%
HB
10
Homrich & Berg
Georgia
$230M 2,074,630 +33,979 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$221M 1,998,921 -96,704 -5%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$197M 1,775,164 -470,726 -21%
Ameriprise
13
Ameriprise
Minnesota
$172M 1,034,034 +43,019 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$167M 1,507,162 -80,843 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$157M 1,416,652 +64,974 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$106M 957,859 +70,890 +8%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$106M 957,975 +10,547 +1%
William Blair & Company
18
William Blair & Company
Illinois
$98.1M 886,429 +1,314 +0.1%
CWM
19
Cornerstone Wealth Management
Missouri
$98M 9,335,323 -266,798 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$83.4M 753,051 +66,745 +10%
SHCM
21
Stokes & Hubbell Capital Management
Louisiana
$80.7M 727,057 +19,687 +3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$79.8M 721,283 +8,828 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$78.2M 706,020 -59,876 -8%
RJA
24
Raymond James & Associates
Florida
$78.1M 705,184 +31,219 +5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$76.5M 691,243 -4,451 -0.6%