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Vanguard Dividend Appreciation ETF

462 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 156 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+13
Holders Change %
+2.9%
% of All Funds
13.41%
Holding in Top 10
70
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.78%
% of All Funds
2.03%
New
39
Increased
187
Reduced
156
Closed
23
Calls
$5.58M
Puts
$2.26M
Net Calls
+$3.32M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Shares
Change %
HL
401
HeadInvest LLC
Maine
$208K +$208K +2,638 New
LIA
402
LBMC Investment Advisors
Tennessee
$208K +$208K +2,697 New
Franklin Resources
403
Franklin Resources
California
$208K +$208K +2,700 New
ZF
404
Zhang Financial
Michigan
$207K
CB
405
Chemical Bank
Michigan
$205K +$205K +2,665 New
SWM
406
SVA Wealth Management
Wisconsin
$204K -$118K -1,537 -37%
HBT
407
Hills Bank & Trust
Iowa
$204K
BG
408
Bahl & Gaynor
Ohio
$204K +$204K +2,645 New
RMCM
409
Reynders McVeigh Capital Management
Massachusetts
$202K -$5.76K -75 -3%
WRM
410
Westport Resources Management
Connecticut
$202K +$88.5K +1,150 +78%
RWM
411
RKL Wealth Management
Pennsylvania
$201K +$201K +2,610 New
KT
412
Kanaly Trust
Texas
$196K
WTB
413
Washington Trust Bank
Washington
$181K -$25.3K -328 -12%
SSB
414
Sandy Spring Bank
Maryland
$176K +$55.8K +725 +46%
VIA
415
Vantage Investment Advisors
Pennsylvania
$165K +$49.2K +638 +43%
ST
416
Smithfield Trust
Pennsylvania
$161K
FANJ
417
Financial Architects (New Jersey)
New Jersey
$137K -$11.6K -151 -8%
BWFA
418
Baltimore-Washington Financial Advisors
Maryland
$134K
EWM
419
Evercore Wealth Management
New York
$122K
VCM
420
Vigilant Capital Management
Maine
$119K
Walleye Trading
421
Walleye Trading
New York
$114K +$114K +1,476 New
LWCFA
422
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$112K -$121K -1,575 -52%
JFGIW
423
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K +$110K +1,430 New
LIA
424
LS Investment Advisors
Michigan
$100K
FCCM
425
First City Capital Management
Georgia
$94.4K +$94.4K +1,227 New