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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 %
SWM
451
SVA Wealth Management
Wisconsin
$215K
FPCP
452
Fort Point Capital Partners
California
$215K +$215K +2,653 New
RMCM
453
Reynders McVeigh Capital Management
Massachusetts
$213K
KT
454
Kanaly Trust
Texas
$207K
WF
455
Welch & Forbes
Massachusetts
$203K +$203K +2,500 New
IP
456
Investment Partners
Ohio
$203K +$203K +2,506 New
HPBT
457
High Point Bank & Trust
North Carolina
$193K -$6.85M -84,585 -97%
ST
458
Smithfield Trust
Pennsylvania
$169K
GWA
459
Genesis Wealth Advisors
Massachusetts
$152K +$152K +1,833 New
ASN
460
Advisory Services Network
Georgia
$152K +$152K +1,895 New
FCCM
461
First City Capital Management
Georgia
$136K +$36.5K +450 +37%
WEC
462
Winslow Evans & Crocker
Massachusetts
$135K -$105K -1,298 -44%
CFA
463
CT Financial Advisors
Pennsylvania
$131K +$131K +1,610 New
SSB
464
Sandy Spring Bank
Maryland
$128K -$57.7K -710 -31%
FMT
465
First Mercantile Trust
Tennessee
$122K +$39K +480 +47%
MCM
466
McKinley Capital Management
Alaska
$122K +$39K +480 +47%
LWCFA
467
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$118K
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K
NHFG
469
New Harbor Financial Group
Massachusetts
$110K +$110K +1,360 New
LIA
470
LS Investment Advisors
Michigan
$108K +$2.12K +26 +2%
MSFP
471
Mark Sheptoff Financial Planning
Connecticut
$106K +$65.2K +800 +160%
OIA
472
Optimum Investment Advisors
Illinois
$103K +$3.64K +45 +4%
BFEC
473
Benjamin F. Edwards & Company
Missouri
$94K +$1.86K +23 +2%
FANJ
474
Financial Architects (New Jersey)
New Jersey
$89K -$55.4K -685 -38%
FHA
475
First Horizon Advisors
Tennessee
$86K