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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 %
BAAM
351
Baker Avenue Asset Management
California
$520K +$138K +1,700 +36%
NL
352
NWAM LLC
Washington
$512K -$9.81K -121 -2%
CWM
353
Cranbrook Wealth Management
Michigan
$512K +$2.84K +35 +0.6%
SNT
354
Security National Trust
West Virginia
$509K -$75.1K -925 -13%
AWP
355
Ascent Wealth Partners
New York
$491K -$174K -2,145 -26%
GHA
356
GW Henssler & Associates
Georgia
$489K +$20.2K +249 +4%
Manulife (Manufacturers Life Insurance)
357
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$482K +$230K +2,837,225 +92%
AIM
358
Avity Investment Management
Connecticut
$481K
KAM
359
Keeley Asset Management
Illinois
$480K +$480K +5,920 New
CRC
360
Curi RMB Capital
Illinois
$475K +$78.7K +971 +20%
SFM
361
Signature Financial Management
Virginia
$460K -$420K -5,167 -48%
GJIC
362
Gamble Jones Investment Counsel
California
$458K -$40.9K -504 -8%
WRTC
363
Wind River Trust Company
Wyoming
$458K
FI
364
FormulaFolio Investments
Michigan
$458K +$458K +5,646 New
BBHC
365
Brown Brothers Harriman & Co
New York
$449K
VA
366
Valmark Advisers
Ohio
$441K +$6.09K +75 +1%
TCOO
367
Trust Company of Oklahoma
Oklahoma
$440K +$124K +1,525 +39%
RFC
368
Regions Financial Corp
Alabama
$437K -$333K -4,100 -43%
TCM
369
Tuttle Capital Management
Connecticut
$435K -$530K -6,537 -55%
UFA
370
US Financial Advisors
Massachusetts
$430K +$430K +5,300 New
BCM
371
Bienville Capital Management
New York
$429K +$429K +5,287 New
HC
372
Highmount Capital
New York
$420K -$52.3K -645 -11%
CCM
373
Coe Capital Management
Illinois
$419K
VWM
374
Vector Wealth Management
Minnesota
$417K +$417K +5,135 New
IC
375
Iconiq Capital
California
$416K +$416K +5,125 New