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Vanguard Dividend Appreciation ETF

709 hedge funds and large institutions have $8.58B invested in Vanguard Dividend Appreciation ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 286 increasing their positions, 231 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+25
Holders Change %
+3.65%
% of All Funds
17.7%
Holding in Top 10
80
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.11%
% of All Funds
2%
New
62
Increased
286
Reduced
231
Closed
28
Calls
$16M
Puts
$4.75M
Net Calls
+$11.2M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Shares
Change %
PO
676
Private Ocean
California
$44K +$277 +3 +0.6%
SFSIG
677
San Francisco Sentry Investment Group
California
$43K +$43K +459 New
PCTC
678
Perkins Coie Trust Company
Washington
$41K
WIM
679
Weitz Investment Management
Nebraska
$40K
EK
680
Evensky & Katz
Florida
$36K +$370 +4 +1%
RFWA
681
RPg Family Wealth Advisory
Massachusetts
$35.2K
GI
682
Gradient Investments
Minnesota
$35K +$1.93K +21 +6%
HI
683
Hudock Inc
Pennsylvania
$34K
FPB
684
First PREMIER Bank
South Dakota
$33K
KF
685
Krilogy Financial
Missouri
$33K +$280 +3 +0.9%
AP
686
Atwood & Palmer
Missouri
$32K +$32K +350 New
LWA
687
Lowe Wealth Advisors
Maryland
$31K
SIM
688
Sonora Investment Management
Arizona
$29.1K
CT
689
Clearstead Trust
Maine
$29K +$29K +315 New
WAM
690
Watermark Asset Management
California
$28K +$278 +3 +1%
CHC
691
City Holding Co
West Virginia
$22K
First Manhattan
692
First Manhattan
New York
$20K -$4.53K -51 -18%
BIMC
693
Benson Investment Management Company
Virginia
$17K
CBT
694
Capital Bank & Trust
California
$17K +$17K +186 New
PFBT
695
Parkside Financial Bank & Trust
Missouri
$16K -$40.2K -430 -72%
IAS
696
INR Advisory Services
Pennsylvania
$12K
CWM
697
Cedar Wealth Management
California
$9K
NIC
698
Northwest Investment Counselors
Oregon
$9K +$9K +99 New
Simplex Trading
699
Simplex Trading
Illinois
$8K +$8K +92 New
SIA
700
SeaBridge Investment Advisors
New Jersey
$6K