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Vanguard Dividend Appreciation ETF

598 hedge funds and large institutions have $7.72B invested in Vanguard Dividend Appreciation ETF in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 250 increasing their positions, 195 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+18
Holders Change %
+3.1%
% of All Funds
15.98%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
2.06%
New
51
Increased
250
Reduced
195
Closed
26
Calls
$16.3M
Puts
$2.9M
Net Calls
+$13.4M
Net Calls Change
-$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
401
Iconiq Capital
California
$427K
LA
402
Lau Associates
Delaware
$427K +$134K +1,606 +46%
KC
403
Kingfisher Capital
North Carolina
$426K +$426K +5,115 New
LIC
404
Lodestar Investment Counsel
Illinois
$425K +$10.4K +125 +3%
SAMT
405
Select Asset Management & Trust
Pennsylvania
$423K +$203K +2,438 +92%
CA
406
Capital Advantage
California
$422K -$78.6K -944 -16%
OCG
407
Opus Capital Group
Ohio
$421K
CB
408
Chemical Bank
Michigan
$415K
WI
409
Wintrust Investments
Illinois
$408K +$408K +40,943 New
IWM
410
Integrated Wealth Management
California
$407K -$90.3K -1,083 -18%
CRC
411
Curi RMB Capital
Illinois
$407K
FA
412
FC Advisory
Pennsylvania
$400K +$1.08K +13 +0.3%
FLPIM
413
F.L. Putnam Investment Management
Massachusetts
$399K -$499 -6 -0.1%
VWM
414
Vector Wealth Management
Minnesota
$398K +$47.8K +573 +14%
JIP
415
Jaffetilchin Investment Partners
Florida
$395K +$1.75K +21 +0.4%
FWM
416
Focused Wealth Management
New York
$391K -$109K -1,303 -22%
CCM
417
Coe Capital Management
Illinois
$387K
LA
418
LVW Advisors
New York
$387K +$140K +1,681 +57%
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$380K -$3.49K -42 -0.9%
FCI
420
Financial Counselors Inc
Kansas
$377K -$5.83K -70 -2%
SNT
421
Security National Trust
West Virginia
$376K -$27.4K -330 -7%
RMCM
422
Reynders McVeigh Capital Management
Massachusetts
$375K +$6.25K +75 +2%
ACP
423
Aviance Capital Partners
Florida
$357K +$357K +4,283 New
AWA
424
Arete Wealth Advisors
Illinois
$355K +$355K +4,266 New
DBT
425
Dubuque Bank & Trust
Iowa
$350K