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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 %
KIA
326
KCM Investment Advisors
California
$337K +$29.5K +392 +10%
HT
327
Hefren-Tillotson
Pennsylvania
$334K -$45.6K -607 -12%
CCT
328
Capital City Trust
Florida
$333K
GF
329
Gerstein Fisher
New York
$322K -$414K -5,492 -56%
SWM
330
SVA Wealth Management
Wisconsin
$321K -$111K -1,481 -26%
DY
331
Dowling & Yahnke
California
$320K +$320K +4,247 New
TFA
332
Toth Financial Advisory
Virginia
$319K +$31.6K +420 +11%
TSWM
333
Triangle Securities Wealth Management
North Carolina
$318K
DBT
334
Dubuque Bank & Trust
Iowa
$316K
BAS
335
Brown Advisory Securities
Maryland
$310K +$66.5K +884 +27%
ONB
336
Old National Bancorp
Indiana
$306K -$150K -2,000 -33%
EMA
337
Efficient Market Advisors
California
$305K -$38.8K -516 -11%
PWM
338
ParenteBeard Wealth Management
Pennsylvania
$302K +$29.9K +398 +11%
M&T Bank
339
M&T Bank
New York
$300K +$300K +3,983 New
CIC
340
Carnegie Investment Counsel
Ohio
$295K +$7.51K +100 +3%
FLPIM
341
F.L. Putnam Investment Management
Massachusetts
$291K -$18.8K -250 -6%
LWCFA
342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$289K
CP
343
Camelot Portfolios
Ohio
$288K +$288K +3,822 New
PCA
344
Personal Capital Advisors
California
$285K +$17.3K +230 +6%
SAM
345
Smithbridge Asset Management
Pennsylvania
$278K +$15K +200 +6%
GHA
346
GW Henssler & Associates
Georgia
$270K +$27.6K +367 +11%
RGC
347
Roberts, Glore & Co
Illinois
$267K +$33.8K +450 +15%
BBPWM
348
Blue Bell Private Wealth Management
Pennsylvania
$266K
CB
349
Commerce Bank
Missouri
$265K -$15.4K -204 -5%
LA
350
Lau Associates
Delaware
$261K +$376 +5 +0.1%