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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 %
ECM
376
ETrade Capital Management
Virginia
$162K +$162K +2,153 New
ST
377
Smithfield Trust
Pennsylvania
$157K
RIA
378
Regal Investment Advisors
Michigan
$155K -$225 -3 -0.1%
CFA
379
CT Financial Advisors
Pennsylvania
$130K +$130K +1,614 New
VIA
380
Vantage Investment Advisors
Pennsylvania
$120K
EWM
381
Evercore Wealth Management
New York
$120K +$15.1K +200 +14%
VCM
382
Vigilant Capital Management
Maine
$116K +$116K +1,540 New
BWFA
383
Baltimore-Washington Financial Advisors
Maryland
$107K
LIA
384
LS Investment Advisors
Michigan
$98K
WRM
385
Westport Resources Management
Connecticut
$95K
OIA
386
Optimum Investment Advisors
Illinois
$91K +$37.4K +500 +70%
BFEC
387
Benjamin F. Edwards & Company
Missouri
$86K +$226 +3 +0.3%
RFA
388
Reilly Financial Advisors
California
$82K +$7.52K +100 +10%
TWA
389
TCI Wealth Advisors
Arizona
$73K +$376 +5 +0.5%
BC
390
Bartlett & Co
Ohio
$68K
1IC
391
1919 Investment Counsel
Maryland
$60K +$60K +786 New
FA
392
Financial Advantage
Maryland
$60K +$60K +800 New
PO
393
Private Ocean
California
$49K
SGC
394
South Georgia Capital
Illinois
$48K -$36.5K -488 -43%
CFA
395
Camarda Financial Advisors
Florida
$45K +$45K +599 New
LFG
396
LifePlan Financial Group
Ohio
$42K
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$41.4K
GAM
398
Gemmer Asset Management
California
$35K +$35K +467 New
TWM
399
Torch Wealth Management
Ohio
$34K
SFSIG
400
San Francisco Sentry Investment Group
California
$31K