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Vanguard Dividend Appreciation ETF

684 hedge funds and large institutions have $8.18B invested in Vanguard Dividend Appreciation ETF in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 257 increasing their positions, 246 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+9
Holders Change %
+1.33%
% of All Funds
17.05%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
1.8%
New
56
Increased
257
Reduced
246
Closed
38
Calls
$17.6M
Puts
$4.28M
Net Calls
+$13.4M
Net Calls Change
+$7.98M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
601
First Horizon Advisors
Tennessee
$184K -$46.3K -508 -20%
PCA
602
Peddock Capital Advisors
Massachusetts
$184K -$13.3K -148 -7%
GRP
603
Global Retirement Partners
California
$180K +$17.2K +192 +11%
CAL
604
Capital Analysts LLC
Pennsylvania
$178K +$90 +1 +0.1%
PG
605
Patten Group
Tennessee
$176K +$8.95K +100 +5%
BWM
606
Baystate Wealth Management
Massachusetts
$174K -$70.1K -786 -29%
WCM
607
Wealthcare Capital Management
Virginia
$166K
AIM
608
Anchor Investment Management
South Carolina
$148K +$42.3K +470 +40%
FPS
609
Fieldpoint Private Securities
Connecticut
$144K +$144K +1,597 New
ADL
610
Asset Dedication LLC
California
$138K +$6.19K +69 +5%
ANBT
611
American National Bank & Trust
Texas
$136K -$38.8K -432 -22%
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$135K -$13.5K -150 -9%
BRC
613
Bell Rock Capital
Delaware
$133K +$7.25K +80 +6%
AI
614
ArchPoint Investors
Florida
$132K +$132K +1,470 New
MCM
615
MV Capital Management
Maryland
$127K
TWA
616
TCI Wealth Advisors
Arizona
$123K
APSP
617
Asset Planning Services (Pennsylvania)
Pennsylvania
$117K +$39.2K +438 +50%
GEA
618
Glen Eagle Advisors
New Jersey
$116K
BlackRock
619
BlackRock
New York
$116K -$11.3K -126 -9%
BBPWM
620
Blue Bell Private Wealth Management
Pennsylvania
$113K
AIM
621
Arcadia Investment Management
Michigan
$106K
AF
622
Allworth Financial
California
$102K
AWM
623
AllSquare Wealth Management
New York
$99K
RFA
624
Reilly Financial Advisors
California
$98K
UBS AM
625
UBS AM
Illinois
$97.7K +$19.8K +220 +25%