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Vanguard Dividend Appreciation ETF

542 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 227 increasing their positions, 190 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
14.46%
Holding in Top 10
84
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.18%
% of All Funds
2.24%
New
52
Increased
227
Reduced
190
Closed
25
Calls
$3M
Puts
$4.51M
Net Calls
-$1.51M
Net Calls Change
-$491K
Name Holding Trade Value Shares
Change
Shares
Change %
Toronto Dominion Bank
301
Toronto Dominion Bank
Ontario, Canada
$834K -$415K -5,158 -33%
BFA
302
Benedict Financial Advisors
Georgia
$831K +$325 +4 +0%
LRPA
303
L. Roy Papp & Associates
Arizona
$820K +$119K +1,481 +17%
BB
304
Busey Bank
Illinois
$819K
KIA
305
KCM Investment Advisors
California
$815K +$236K +2,936 +41%
TFA
306
Toth Financial Advisory
Virginia
$807K +$207K +2,573 +34%
MLL
307
Moody Lynn & Lieberson
Massachusetts
$799K
GLRA
308
Gerald L. Ray & Associates
Texas
$794K +$161 +2 +0%
AAS
309
Annex Advisory Services
Wisconsin
$785K -$1.41M -17,590 -64%
WJA
310
Williams Jones & Associates
New York
$781K
ST
311
Sageworth Trust
Pennsylvania
$776K -$84.8K -1,055 -10%
P
312
Palladiem
Pennsylvania
$769K -$168K -2,088 -18%
CM
313
Capital Management
Virginia
$768K +$242K +3,014 +46%
LCS
314
Levin Capital Strategies
New York
$764K
EC
315
Estate Counselors
Wisconsin
$760K +$24.2K +300 +3%
LBC
316
Lowe Brockenbrough & Co
Virginia
$757K
BAAM
317
Baker Avenue Asset Management
California
$752K +$236K +2,939 +46%
CM
318
Cornerstone Management
Georgia
$701K -$39K -485 -5%
RBC
319
Ronald Blue & Co
Georgia
$698K -$56.7K -704 -8%
WRM
320
Westport Resources Management
Connecticut
$678K +$457K +5,677 +207%
EP
321
Edgestream Partners
New Jersey
$672K -$72.8K -904 -10%
MIM
322
Midwest Investment Management
Ohio
$660K -$22.1K -275 -3%
DSC
323
Duncker Streett & Co
Missouri
$656K +$23.8K +296 +4%
WS
324
Wedbush Securities
California
$655K -$722K -8,980 -52%
HCMT
325
Highland Capital Management (Tennessee)
Tennessee
$655K -$91K -1,130 -12%