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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 %
RFWA
651
RPg Family Wealth Advisory
Massachusetts
$34.2K
EK
652
Evensky & Katz
Florida
$34K
GAM
653
Gemmer Asset Management
California
$34K
HI
654
Hudock Inc
Pennsylvania
$33K
GI
655
Gradient Investments
Minnesota
$32K -$62.4K -700 -66%
FPB
656
First PREMIER Bank
South Dakota
$32K
LWA
657
Lowe Wealth Advisors
Maryland
$30K
KF
658
Krilogy Financial
Missouri
$30K
WP
659
WealthPLAN Partners
Nebraska
$29.4K +$29.4K +329 New
SIM
660
Sonora Investment Management
Arizona
$28.2K
JCM
661
Jacobi Capital Management
Pennsylvania
$27K
WAM
662
Watermark Asset Management
California
$27K +$27K +299 New
AA
663
Apriem Advisors
California
$26K
First Manhattan
664
First Manhattan
New York
$24K -$4.44K -51 -16%
Thrivent Financial for Lutherans
665
Thrivent Financial for Lutherans
Minnesota
$23K
IP
666
Intellectus Partners
California
$22K +$22K +250 New
CHC
667
City Holding Co
West Virginia
$21K
BIMC
668
Benson Investment Management Company
Virginia
$17K +$6.33K +70 +59%
CGT
669
Capital Guardian Trust
California
$17K +$17K +186 New
PAI
670
Pittenger & Anderson Inc
Nebraska
$13K
IAS
671
INR Advisory Services
Pennsylvania
$11K
BWA
672
Burt Wealth Advisors
Maryland
$10K
CWM
673
Cedar Wealth Management
California
$8K
WAS
674
Winch Advisory Services
Wisconsin
$7K -$467 -5 -6%
SIA
675
SeaBridge Investment Advisors
New Jersey
$6K