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Vanguard Dividend Appreciation ETF

422 hedge funds and large institutions have $6.05B invested in Vanguard Dividend Appreciation ETF in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
12.2%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
2.11%
New
45
Increased
188
Reduced
126
Closed
33
Calls
$4.35M
Puts
$1.58M
Net Calls
+$2.77M
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Shares
Change %
WRTC
301
Wind River Trust Company
Wyoming
$420K -$199K -2,650 -32%
GC
302
Gibson Capital
Pennsylvania
$416K +$416K +5,529 New
ACM
303
Apex Capital Management
Ohio
$415K +$415K +5,512 New
BFO
304
Boston Family Office
Massachusetts
$411K -$87.2K -1,160 -18%
FCI
305
Financial Counselors Inc
Kansas
$407K +$6.4K +85 +2%
CBU
306
CIBC Bank USA
Illinois
$398K -$97.3K -1,294 -20%
BBHC
307
Brown Brothers Harriman & Co
New York
$398K +$101K +1,336 +34%
BRWA
308
B. Riley Wealth Advisors
Florida
$394K +$5.94K +79 +2%
VA
309
Valmark Advisers
Ohio
$391K +$27.6K +367 +8%
RFC
310
Regions Financial Corp
Alabama
$390K -$28.1K -374 -7%
GJIC
311
Gamble Jones Investment Counsel
California
$383K -$17.1K -228 -4%
GLRA
312
Gerald L. Ray & Associates
Texas
$377K +$75 +1 +0%
PVH
313
Psagot Value Holdings
Israel
$376K
FSC
314
Fiduciary Services Corp
Georgia
$372K +$39.4K +524 +12%
NSIM
315
North Star Investment Management
Illinois
$367K
SGCA
316
Steel Grove Capital Advisors
Tennessee
$364K +$364K +4,842 New
BHB
317
Bank Hapoalim BM
Israel
$361K -$54.1K -720 -13%
BAM
318
Barrett Asset Management
New York
$361K
CAM
319
Carret Asset Management
New York
$360K +$4.9K +65 +1%
BCM
320
Brookstone Capital Management
Illinois
$358K +$7.97K +106 +2%
WC
321
Whitnell & Co
Illinois
$354K
MAS
322
Madden Advisory Services
Florida
$354K +$19.9K +265 +6%
WKWM
323
Walter & Keenan Wealth Management
Indiana
$351K +$351K +4,660 New
MHIM
324
MacNealy Hoover Investment Management
Ohio
$340K
VC
325
Vicus Capital
Pennsylvania
$340K +$75K +995 +28%