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Vanguard Dividend Appreciation ETF

524 hedge funds and large institutions have $6.95B invested in Vanguard Dividend Appreciation ETF in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 155 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+62
Holders Change %
+13.42%
% of All Funds
13.98%
Holding in Top 10
85
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.43%
% of All Funds
2.27%
New
89
Increased
215
Reduced
155
Closed
22
Calls
$3.68M
Puts
$4.69M
Net Calls
-$1.01M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
426
Braver Wealth Management
Massachusetts
$252K +$252K +3,107 New
EAM
427
Evanson Asset Management
California
$252K +$252K +3,109 New
TIM
428
Tortoise Investment Management
New York
$250K
UR
429
USCA RIA
Texas
$248K +$4.07K +50 +2%
GF
430
Gerstein Fisher
New York
$245K -$103K -1,270 -30%
CB
431
Chemical Bank
Michigan
$245K +$29.2K +360 +14%
LIC
432
Lodestar Investment Counsel
Illinois
$243K +$243K +3,000 New
PCA
433
Personal Capital Advisors
California
$239K -$51.4K -633 -18%
CIC
434
Cornercap Investment Counsel
Georgia
$238K
DY
435
Dowling & Yahnke
California
$237K -$30.7K -379 -11%
PWLP
436
Prio Wealth Limited Partnership
Massachusetts
$237K +$17K +210 +8%
HL
437
HeadInvest LLC
Maine
$234K +$20.3K +250 +9%
HCM
438
Hengehold Capital Management
Ohio
$230K -$178K -2,191 -44%
NGA
439
Naples Global Advisors
Florida
$226K +$6.09K +75 +3%
RWM
440
Rench Wealth Management
Texas
$225K
WRM
441
Westport Resources Management
Connecticut
$223K +$9.67K +119 +5%
CTA
442
Chesley Taft & Associates
Illinois
$221K +$221K +2,724 New
LIA
443
LBMC Investment Advisors
Tennessee
$220K +$1.3K +16 +0.6%
Franklin Resources
444
Franklin Resources
California
$219K
FAG
445
Financial Advisory Group
Texas
$219K
ZF
446
Zhang Financial
Michigan
$219K
BG
447
Bahl & Gaynor
Ohio
$218K +$2.85K +35 +1%
MCM
448
MAI Capital Management
Ohio
$217K +$217K +2,677 New
CAMI
449
Concord Asset Management (Illinois)
Illinois
$215K -$24.3K -300 -10%
HBT
450
Hills Bank & Trust
Iowa
$215K