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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 %
CMO
426
Covenant Multifamily Offices
Texas
$33K +$33K +417 New
SFSIG
427
San Francisco Sentry Investment Group
California
$32K
IAS
428
INR Advisory Services
Pennsylvania
$29K
BRWM
429
B. Riley Wealth Management
Tennessee
$28K +$155 +2 +0.6%
WA
430
Winfield Associates
Ohio
$24K
FNBSF
431
First National Bank Sioux Falls
South Dakota
$23K
AAC
432
Asset Advisors Corp
Georgia
$21K
CHC
433
City Holding Co
West Virginia
$21K +$21K +285 New
GI
434
Gradient Investments
Minnesota
$20K
1IC
435
1919 Investment Counsel
Maryland
$19K -$44K -549 -70%
PFO
436
Pathstone Family Office
New Jersey
$18K
BCM
437
Blume Capital Management
California
$17K
PCTC
438
Perkins Coie Trust Company
Washington
$17K +$3.29K +41 +24%
AP
439
Atwood & Palmer
Missouri
$15K +$15K +189 New
FWC
440
First Washington Corp
Washington
$12K
PAI
441
Pittenger & Anderson Inc
Nebraska
$12K +$12K +150 New
CFA
442
Camarda Financial Advisors
Florida
$11K -$36.7K -461 -77%
BAM
443
Brave Asset Management
New Jersey
$11K
First Manhattan
444
First Manhattan
New York
$11K +$11K +150 New
MWP
445
MYCIO Wealth Partners
Pennsylvania
$10K
LFR
446
Lehman Financial Resources
Pennsylvania
$8K
AssetMark Inc
447
AssetMark Inc
California
$6K +$6K +72 New
SIA
448
SeaBridge Investment Advisors
New Jersey
$5K
Canada Life
449
Canada Life
Manitoba, Canada
$3K
FMP
450
Financial Management Professionals
Texas
$3K