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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 %
MIM
326
Midwest Investment Management
Ohio
$688K -$99.4K -1,225 -13%
LNWWM
327
Laird Norton Wetherby Wealth Management
California
$658K +$60.5K +745 +10%
IIC
328
Ironwood Investment Counsel
Arizona
$643K +$6.65K +82 +1%
CFN
329
Cordasco Financial Network
Florida
$642K -$11.7K -144 -2%
GA
330
Geneva Advisors
Illinois
$638K +$80.4K +992 +14%
DSC
331
Duncker Streett & Co
Missouri
$637K +$15.3K +189 +2%
RBCM
332
Raub Brock Capital Management
California
$624K -$36.2K -446 -5%
BA
333
Boston Advisors
Massachusetts
$606K +$4.71K +58 +0.8%
TFA
334
Toth Financial Advisory
Virginia
$606K +$89.4K +1,101 +17%
AT
335
Acadia Trust
Maine
$600K +$600K +7,388 New
BCM
336
Brookstone Capital Management
Illinois
$595K +$115K +1,418 +24%
GT
337
Glenview Trust
Kentucky
$592K +$592K +7,289 New
KIA
338
KCM Investment Advisors
California
$583K +$111K +1,366 +23%
BCM
339
Beck Capital Management
Texas
$579K -$1.62K -20 -0.3%
PAS
340
Partnervest Advisory Services
California
$578K +$50.7K +624 +10%
BW
341
Bison Wealth
Georgia
$572K +$572K +7,046 New
T
342
Thomaspartners
Massachusetts
$568K -$47.4K -584 -8%
SA
343
SRH Advisors
Kansas
$557K +$315K +3,885 +130%
BFO
344
Boston Family Office
Massachusetts
$546K -$10.6K -130 -2%
QCMC
345
Quantum Capital Management (California)
California
$543K -$82.1K -1,013 -13%
PCM
346
Parsons Capital Management
Rhode Island
$541K +$39.7K +490 +8%
OCG
347
Opus Capital Group
Ohio
$537K +$537K +6,615 New
CM
348
Capital Management
Virginia
$530K +$81 +1 +0%
FNB
349
Farmers National Bank
Kentucky
$530K +$530K +6,531 New
DWT
350
Dorsey & Whitney Trust
South Dakota
$528K