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Vanguard Dividend Appreciation ETF

449 hedge funds and large institutions have $7.35B invested in Vanguard Dividend Appreciation ETF in 2014 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 205 increasing their positions, 129 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+27
Holders Change %
+6.4%
% of All Funds
12.91%
Holding in Top 10
72
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.37%
% of All Funds
2.07%
New
51
Increased
205
Reduced
129
Closed
22
Calls
$4.43M
Puts
$2.17M
Net Calls
+$2.26M
Net Calls Change
-$507K
Name Holding Trade Value Shares
Change
Shares
Change %
FANJ
401
Financial Architects (New Jersey)
New Jersey
$151K +$151K +1,936 New
BWFA
402
Baltimore-Washington Financial Advisors
Maryland
$136K +$24.6K +315 +22%
EWM
403
Evercore Wealth Management
New York
$124K
SSB
404
Sandy Spring Bank
Maryland
$122K +$122K +1,561 New
VCM
405
Vigilant Capital Management
Maine
$120K
VIA
406
Vantage Investment Advisors
Pennsylvania
$117K -$7.8K -100 -6%
WRM
407
Westport Resources Management
Connecticut
$115K +$16.4K +210 +17%
LIA
408
LS Investment Advisors
Michigan
$101K
OIA
409
Optimum Investment Advisors
Illinois
$96K +$1.02K +13 +1%
NHFG
410
New Harbor Financial Group
Massachusetts
$91K +$91K +1,169 New
BFEC
411
Benjamin F. Edwards & Company
Missouri
$89K -$234 -3 -0.3%
AF
412
Allworth Financial
California
$88K +$88K +1,131 New
NFG
413
Next Financial Group
Texas
$86K +$86K +1,133 New
FHA
414
First Horizon Advisors
Tennessee
$80K +$80K +1,058 New
TWA
415
TCI Wealth Advisors
Arizona
$76K +$389 +5 +0.5%
BC
416
Bartlett & Co
Ohio
$70K
FA
417
Financial Advantage
Maryland
$62K
PO
418
Private Ocean
California
$51K
SGC
419
South Georgia Capital
Illinois
$50K
Group One Trading
420
Group One Trading
Illinois
$45K +$39.3K +500 +694%
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$42.9K
WF
422
WealthTrust Fairport
Ohio
$40K +$40K +509 New
GAM
423
Gemmer Asset Management
California
$36K
TWM
424
Torch Wealth Management
Ohio
$35K
EK
425
Evensky & Katz
Florida
$34K +$12.7K +165 +59%