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Vanguard Dividend Appreciation ETF

616 hedge funds and large institutions have $8.05B invested in Vanguard Dividend Appreciation ETF in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 244 increasing their positions, 225 reducing their positions, and 19 closing their positions.

Holders
616
Holders Change
+18
Holders Change %
+3.01%
% of All Funds
16.46%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
2%
New
44
Increased
244
Reduced
225
Closed
19
Calls
$10.8M
Puts
$3.99M
Net Calls
+$6.76M
Net Calls Change
-$6.62M
Name Market Value Shares Shares
Change
Shares
Change %
CFA
26
Capstone Financial Advisors
Illinois
$50.7M 603,655 -4,750 -0.8%
SHCM
27
Stokes & Hubbell Capital Management
Louisiana
$50.1M 597,264 +3,074 +0.5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$48.1M 573,179 +45,457 +9%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$44.6M 531,613 +12,285 +2%
PCMC
30
Paragon Capital Management (Colorado)
Colorado
$44.5M 530,514 +10,656 +2%
Ameriprise
31
Ameriprise
Minnesota
$43.6M 519,287 +59,712 +13%
JIC
32
Joel Isaacson & Co
New York
$38.9M 463,501 +9,311 +2%
SIG
33
Stanford Investment Group
California
$38.1M 454,295 +11,555 +3%
PA
34
Planning Alternatives
Michigan
$37.6M 448,057 -9,176 -2%
RJA
35
Raymond James & Associates
Florida
$35.5M 422,458 +35,076 +9%
FIM
36
Frontier Investment Management
Texas
$34.4M 41,694 +6,118 +17%
SFSG
37
Stearns Financial Services Group
North Carolina
$33.7M 401,900 +5,078 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$33.5M 399,550 +31,383 +9%
LNC
39
Lincoln National Corp
Pennsylvania
$32.1M 382,868 +29,633 +8%
JC
40
JBF Capital
Colorado
$32M 380,756
ZB
41
Zions Bancorporation
Utah
$31.9M 383,882 +7,863 +2%
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$29.4M 350,874 +3,412 +1%
PMG
43
ProVise Management Group
Florida
$27M 321,427 -5,982 -2%
BO
44
BRR OpCo
Ohio
$26.5M 316,244 -1,517 -0.5%
M&T Bank
45
M&T Bank
New York
$25.9M 308,390 -14,062 -4%
BP
46
Ballentine Partners
Massachusetts
$25.6M 305,237 -270 -0.1%
MFS
47
MSI Financial Services
Massachusetts
$25.2M 299,901 -785 -0.3%
AllianceBernstein
48
AllianceBernstein
Tennessee
$23.4M 278,677 +17,777 +7%
CAN
49
Cetera Advisor Networks
California
$23.3M 277,058 +91,967 +50%
Creative Planning
50
Creative Planning
Kansas
$22.9M 273,027 +203,884 +295%