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Vanguard Dividend Appreciation ETF

580 hedge funds and large institutions have $7.62B invested in Vanguard Dividend Appreciation ETF in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 227 increasing their positions, 208 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
15.48%
Holding in Top 10
76
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.33%
% of All Funds
2.03%
New
50
Increased
227
Reduced
208
Closed
41
Calls
$21.2M
Puts
$3.77M
Net Calls
+$17.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Shares
Change %
UAS
426
United Asset Strategies
New York
$325K -$164K -2,020 -34%
MGIA
427
Moneta Group Investment Advisors
Missouri
$323K
PPA
428
Parametric Portfolio Associates
Washington
$321K +$321K +3,949 New
BCM
429
Boltwood Capital Management
California
$318K
VIA
430
Vantage Investment Advisors
Pennsylvania
$311K -$4.88K -60 -2%
VAM
431
Verity Asset Management
North Carolina
$310K -$8.13K -100 -3%
SAM
432
Smithbridge Asset Management
Pennsylvania
$309K +$4.07K +50 +1%
AWP
433
Ascent Wealth Partners
New York
$305K +$24.8K +305 +9%
EWM
434
Evercore Wealth Management
New York
$298K +$2.28K +28 +0.8%
DY
435
Dowling & Yahnke
California
$297K
FM
436
Family Management
New York
$295K -$15.1K -185 -5%
LWAC
437
Laurel Wealth Advisors (California)
California
$294K +$62.5K +769 +27%
MHIC
438
Marble Harbor Investment Counsel
Massachusetts
$288K +$19.2K +236 +7%
PFS
439
Prospera Financial Services
Texas
$288K +$42K +518 +17%
LA
440
Lau Associates
Delaware
$286K +$487 +6 +0.2%
DW
441
Domani Wealth
Pennsylvania
$285K -$13.7K -168 -5%
NDSI
442
Newman Dignan & Sheerar Inc
Rhode Island
$285K +$14.6K +180 +5%
CT
443
Cambridge Trust
Massachusetts
$281K +$20.3K +250 +8%
FPCP
444
Fort Point Capital Partners
California
$280K
MBT
445
Montecito Bank & Trust
California
$279K
PMFA
446
Plante Moran Financial Advisors
Michigan
$278K +$65.8K +809 +31%
SBL
447
Sargent Bickham Lagudis
Colorado
$278K +$278K +3,416 New
AFG
448
Albion Financial Group
Utah
$277K
PCA
449
Personal Capital Advisors
California
$275K -$28.3K -349 -9%
NCM
450
Northside Capital Management
Oregon
$272K +$272K +3,345 New