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Vanguard Dividend Appreciation ETF

580 hedge funds and large institutions have $7.62B invested in Vanguard Dividend Appreciation ETF in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 227 increasing their positions, 208 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
15.48%
Holding in Top 10
76
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.33%
% of All Funds
2.03%
New
50
Increased
227
Reduced
208
Closed
41
Calls
$21.2M
Puts
$3.77M
Net Calls
+$17.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
376
Advisory Services Network
Georgia
$482K +$2.6K +32 +0.5%
1832 Asset Management
377
1832 Asset Management
Ontario, Canada
$470K +$470K +5,788 New
MIM
378
Midwest Investment Management
Ohio
$468K
JFG
379
JMG Financial Group
Illinois
$463K +$463K +5,700 New
BA
380
Bristlecone Advisors
Washington
$458K -$20.8K -256 -4%
SCM
381
Sterneck Capital Management
Missouri
$458K
IAM
382
Integre Asset Management
New York
$457K -$5.04K -62 -1%
CB
383
Commerce Bank
Missouri
$454K -$6.9K -85 -1%
FWP
384
Fiduciary Wealth Partners
Massachusetts
$451K +$1.22K +15 +0.3%
EWA
385
EP Wealth Advisors
California
$449K -$341K -4,196 -43%
LW
386
Linscomb Wealth
Texas
$448K +$448K +5,513 New
GJIC
387
Gamble Jones Investment Counsel
California
$446K -$12.9K -159 -3%
DAS
388
Dynamic Advisor Solutions
Arizona
$442K -$48.2K -593 -10%
BJL
389
Brighton Jones LLC
Washington
$439K +$99.8K +1,228 +29%
HL
390
HeadInvest LLC
Maine
$433K -$40.7K -500 -9%
Neuberger Berman Group
391
Neuberger Berman Group
New York
$432K +$83.7K +1,029 +24%
LP
392
LGL Partners
Pennsylvania
$428K +$2.19K +27 +0.5%
BAAM
393
Baker Avenue Asset Management
California
$426K +$163 +2 +0%
CAM
394
Carret Asset Management
New York
$425K +$3.66K +45 +0.9%
BRWA
395
B. Riley Wealth Advisors
Florida
$422K -$155K -1,912 -27%
BEAM
396
Baker Ellis Asset Management
Washington
$420K -$520K -6,398 -55%
IC
397
Iconiq Capital
California
$416K
OCG
398
Opus Capital Group
Ohio
$411K -$60.1K -740 -13%
FHA
399
First Horizon Advisors
Tennessee
$410K +$410K +5,058 New
CB
400
Chemical Bank
Michigan
$405K -$92.9K -1,144 -19%