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Vanguard Dividend Appreciation ETF

675 hedge funds and large institutions have $7.98B invested in Vanguard Dividend Appreciation ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 260 increasing their positions, 210 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+59
Holders Change %
+9.58%
% of All Funds
16.9%
Holding in Top 10
80
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.67%
% of All Funds
2%
New
95
Increased
260
Reduced
210
Closed
26
Calls
$9.42M
Puts
$4.03M
Net Calls
+$5.38M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
SCG
376
Sonata Capital Group
Washington
$683K -$45.1K -530 -6%
BFO
377
Boston Family Office
Massachusetts
$676K -$128K -1,500 -16%
LA
378
Lau Associates
Delaware
$676K +$239K +2,807 +55%
SMG
379
Spectrum Management Group
Indiana
$664K +$6.3K +74 +1%
RBCM
380
Raub Brock Capital Management
California
$655K +$29.3K +344 +5%
EWM
381
Empirical Wealth Management
Washington
$653K +$151K +1,775 +30%
MLL
382
Moody Lynn & Lieberson
Massachusetts
$651K -$8.51K -100 -1%
IH
383
IFC Holdings
Florida
$645K -$173K -2,015 -21%
DLCIG
384
D.L. Carlson Investment Group
New Hampshire
$643K -$254K -2,983 -28%
GP
385
Girard Partners
Pennsylvania
$643K +$12.9K +152 +2%
SAM
386
Shamrock Asset Management
Texas
$637K -$9.62K -113 -1%
BCM
387
Bienville Capital Management
New York
$629K +$17.4K +204 +3%
SC
388
Stratford Consulting
Texas
$626K +$3.84K +45 +0.6%
FNT
389
First National Trust
Pennsylvania
$625K +$38K +447 +6%
DWM
390
Destination Wealth Management
California
$621K -$462K -5,424 -43%
NFG
391
Nadler Financial Group
Illinois
$619K
CWM
392
Cranbrook Wealth Management
Michigan
$618K +$59.5K +699 +11%
BA
393
BKS Advisors
Michigan
$613K -$9.8K -115 -2%
CGL
394
Clarius Group LLC
Washington
$612K
CM
395
Capital Management
Virginia
$611K +$51.7K +607 +9%
WPA
396
West Paces Advisors
Georgia
$606K +$606K +7,110 New
BW
397
Bison Wealth
Georgia
$605K +$35.7K +419 +6%
MCM
398
Manchester Capital Management
Vermont
$597K -$8.01K -94 -1%
EWM
399
Evercore Wealth Management
New York
$597K +$147K +1,725 +33%
MIM
400
Miller Investment Management
Pennsylvania
$593K