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Vanguard Dividend Appreciation ETF

524 hedge funds and large institutions have $6.95B invested in Vanguard Dividend Appreciation ETF in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 155 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+62
Holders Change %
+13.42%
% of All Funds
13.98%
Holding in Top 10
85
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.43%
% of All Funds
2.27%
New
89
Increased
215
Reduced
155
Closed
22
Calls
$3.68M
Puts
$4.69M
Net Calls
-$1.01M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
301
AIMZ Investment Advisors
California
$829K +$829K +10,217 New
BFA
302
Benedict Financial Advisors
Georgia
$828K +$828K +10,220 New
BB
303
Busey Bank
Illinois
$825K
DLCIG
304
D.L. Carlson Investment Group
New Hampshire
$819K +$11.4K +140 +1%
Charles Schwab
305
Charles Schwab
California
$812K -$2.03M -25,000 -71%
SWP
306
Stratos Wealth Partners
Ohio
$812K +$429K +5,286 +112%
MLL
307
Moody Lynn & Lieberson
Massachusetts
$806K -$3.25K -40 -0.4%
GLRA
308
Gerald L. Ray & Associates
Texas
$800K +$366K +4,516 +85%
SGAM
309
Steinberg Global Asset Management
Florida
$790K -$25.6K -315 -3%
WJA
310
Williams Jones & Associates
New York
$787K +$2.03K +25 +0.3%
AHS
311
Aspiriant Holdings S3
California
$774K -$30.9K -380 -4%
PCA
312
Peddock Capital Advisors
Massachusetts
$772K -$671K -8,264 -46%
LCS
313
Levin Capital Strategies
New York
$771K
PFM
314
PacWest Financial Management
Arizona
$768K -$12.2K -150 -2%
LBC
315
Lowe Brockenbrough & Co
Virginia
$764K
RBC
316
Ronald Blue & Co
Georgia
$761K +$180K +2,213 +31%
SEIA
317
Signature Estate & Investment Advisors
California
$760K +$26.5K +327 +4%
FSC
318
Fiduciary Services Corp
Georgia
$757K +$191K +2,348 +34%
HCMT
319
Highland Capital Management (Tennessee)
Tennessee
$752K
EP
320
Edgestream Partners
New Jersey
$751K -$733K -9,024 -49%
CM
321
Cornerstone Management
Georgia
$747K +$747K +9,200 New
RMAM
322
Raab & Moskowitz Asset Management
New Jersey
$744K +$83.6K +1,029 +13%
EC
323
Estate Counselors
Wisconsin
$742K
DHFB
324
Dixon Hubard Feinour & Brown
Virginia
$711K
LRPA
325
L. Roy Papp & Associates
Arizona
$706K +$41.5K +511 +6%