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Vanguard Dividend Appreciation ETF

533 hedge funds and large institutions have $6.25B invested in Vanguard Dividend Appreciation ETF in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 187 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
-9
Holders Change %
-1.66%
% of All Funds
14.9%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
2.1%
New
34
Increased
187
Reduced
215
Closed
39
Calls
$4.39M
Puts
$2.5M
Net Calls
+$1.89M
Net Calls Change
+$407K
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
301
Avidian Wealth Enterprises
Texas
$675K +$675K +9,150 New
SA
302
SRH Advisors
Kansas
$669K +$121K +1,640 +22%
LBC
303
Lowe Brockenbrough & Co
Virginia
$650K
QCMC
304
Quantum Capital Management (California)
California
$647K -$11.5K -156 -2%
RBC
305
Ronald Blue & Co
Georgia
$641K +$1.25K +17 +0.2%
T
306
Thomaspartners
Massachusetts
$633K +$60.4K +820 +11%
WA
307
WFG Advisors
Texas
$630K +$147K +1,991 +30%
EWA
308
Exencial Wealth Advisors
Oklahoma
$627K +$627K +8,501 New
CM
309
Cornerstone Management
Georgia
$626K
TFA
310
Toth Financial Advisory
Virginia
$624K -$126K -1,715 -17%
GHA
311
GW Henssler & Associates
Georgia
$617K +$114K +1,548 +23%
RFC
312
Regions Financial Corp
Alabama
$614K +$257K +3,480 +72%
Franklin Resources
313
Franklin Resources
California
$612K +$413K +5,600 +207%
LNWWM
314
Laird Norton Wetherby Wealth Management
California
$599K
SC
315
Stratford Consulting
Texas
$594K -$13.1K -178 -2%
EAM
316
Evanson Asset Management
California
$594K +$164K +2,218 +38%
MLL
317
Moody Lynn & Lieberson
Massachusetts
$580K -$41.9K -568 -7%
BRWA
318
B. Riley Wealth Advisors
Florida
$572K +$118K +1,593 +26%
GA
319
Geneva Advisors
Illinois
$568K -$20.4K -276 -3%
NSIM
320
North Star Investment Management
Illinois
$568K
SMG
321
Spectrum Management Group
Indiana
$566K +$11.4K +154 +2%
DWT
322
Dorsey & Whitney Trust
South Dakota
$559K
FWCM
323
Ferguson Wellman Capital Management
Oregon
$557K
DHFB
324
Dixon Hubard Feinour & Brown
Virginia
$556K -$20.3K -275 -4%
Charles Schwab
325
Charles Schwab
California
$554K -$185K -2,500 -25%