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Vanguard Dividend Appreciation ETF

462 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 156 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+13
Holders Change %
+2.9%
% of All Funds
13.41%
Holding in Top 10
70
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.78%
% of All Funds
2.03%
New
39
Increased
187
Reduced
156
Closed
23
Calls
$5.58M
Puts
$2.26M
Net Calls
+$3.32M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Shares
Change %
ACI
276
Alpha Cubed Investments
California
$768K +$89.6K +1,164 +13%
MLL
277
Moody Lynn & Lieberson
Massachusetts
$767K -$38.5K -500 -5%
DLCIG
278
D.L. Carlson Investment Group
New Hampshire
$766K +$55.8K +725 +8%
AHS
279
Aspiriant Holdings S3
California
$763K -$2.46K -32 -0.3%
MIM
280
Midwest Investment Management
Ohio
$746K -$98.8K -1,285 -12%
WJA
281
Williams Jones & Associates
New York
$744K
PFM
282
PacWest Financial Management
Arizona
$739K -$40K -520 -5%
LCS
283
Levin Capital Strategies
New York
$731K
RFC
284
Regions Financial Corp
Alabama
$729K +$14.5K +188 +2%
MFBTD
285
MB Financial Bank - Trust Department
Illinois
$727K +$270K +3,476 +59%
Millennium Management
286
Millennium Management
New York
$724K -$2.52M -32,730 -78%
LBC
287
Lowe Brockenbrough & Co
Virginia
$724K
HCMT
288
Highland Capital Management (Tennessee)
Tennessee
$713K
MAA
289
Mraz Amerine & Associates
California
$704K
EC
290
Estate Counselors
Wisconsin
$703K
SEIA
291
Signature Estate & Investment Advisors
California
$695K +$92K +1,196 +15%
CONA
292
Capital One National Association
New York
$685K +$685K +8,900 New
DHFB
293
Dixon Hubard Feinour & Brown
Virginia
$674K -$74.4K -967 -10%
BRWA
294
B. Riley Wealth Advisors
Florida
$673K -$191K -2,478 -22%
AWP
295
Ascent Wealth Partners
New York
$630K
LRPA
296
L. Roy Papp & Associates
Arizona
$630K +$14.7K +191 +2%
RMAM
297
Raab & Moskowitz Asset Management
New Jersey
$626K -$27.6K -359 -4%
RBCM
298
Raub Brock Capital Management
California
$626K +$23.9K +310 +4%
CFN
299
Cordasco Financial Network
Florida
$620K +$76.9K +1,000 +14%
MNA
300
Manning & Napier Advisors
New York
$610K -$633K