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Vanguard Dividend Appreciation ETF

533 hedge funds and large institutions have $6.25B invested in Vanguard Dividend Appreciation ETF in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 187 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
-9
Holders Change %
-1.66%
% of All Funds
14.9%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
2.1%
New
34
Increased
187
Reduced
215
Closed
39
Calls
$4.39M
Puts
$2.5M
Net Calls
+$1.89M
Net Calls Change
+$407K
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
476
Chicago Partners Investment Group
Illinois
$99K
LIA
477
LS Investment Advisors
Michigan
$99K +$1.11K +15 +1%
RFA
478
Reilly Financial Advisors
California
$91K
ACS
479
Archford Capital Strategies
Illinois
$90K
WCM
480
Windsor Capital Management
Arizona
$88K +$88K +1,200 New
APSP
481
Asset Planning Services (Pennsylvania)
Pennsylvania
$84K +$955 +13 +1%
TWA
482
TCI Wealth Advisors
Arizona
$81K +$8.09K +110 +11%
MSFP
483
Mark Sheptoff Financial Planning
Connecticut
$77K -$101K -1,360 -57%
CP
484
Corbenic Partners
Pennsylvania
$76K +$74 +1 +0.1%
AssetMark Inc
485
AssetMark Inc
California
$75K +$75K +1,022 New
RBC
486
Roble Belko & Company
Pennsylvania
$71K -$51.5K -702 -42%
LWCFA
487
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K
AWM
488
AllSquare Wealth Management
New York
$67K
BC
489
Bartlett & Co
Ohio
$66K
BAM
490
Barrett Asset Management
New York
$59K
FA
491
Financial Advantage
Maryland
$59K
CCS
492
Crosspoint Capital Strategies
California
$59K +$59K +800 New
LFR
493
Lehman Financial Resources
Pennsylvania
$58K +$29K +400 +100%
WA
494
Winfield Associates
Ohio
$53K +$29.5K +400 +126%
Barclays
495
Barclays
United Kingdom
$52K -$239K -3,245 -82%
NC
496
NewSquare Capital
Pennsylvania
$49K -$4.22K -57 -8%
PO
497
Private Ocean
California
$49K +$584 +8 +1%
WTB
498
Washington Trust Bank
Washington
$47K -$8.13K -110 -15%
AIC
499
Ayalon Insurance Company
Israel
$46K
SGC
500
South Georgia Capital
Illinois
$45K