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Vanguard Dividend Appreciation ETF

422 hedge funds and large institutions have $6.05B invested in Vanguard Dividend Appreciation ETF in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 126 reducing their positions, and 33 closing their positions.

Holders
422
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
12.2%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
2.11%
New
45
Increased
188
Reduced
126
Closed
33
Calls
$4.35M
Puts
$1.58M
Net Calls
+$2.77M
Net Calls Change
-$98K
Name Market Value Shares Shares
Change
Shares
Change %
FDCC
51
Foster Dykema Cabot & Co
Massachusetts
$17.2M 229,206 +14,120 +7%
LNC
52
Lincoln National Corp
Pennsylvania
$16.5M 219,554 +23,233 +12%
IFA
53
Interactive Financial Advisors
Illinois
$16M 212,501 -2,653 -1%
KFS
54
KMS Financial Services
Washington
$15.9M 211,698 +4,883 +2%
BMM
55
Berkshire Money Management
Massachusetts
$15.7M 208,906 -22,171 -10%
USAA
56
United Services Automobile Association
Texas
$15.3M 203,759 +33,490 +20%
CCM
57
Coldstream Capital Management
Washington
$15.1M 200,648 -4,519 -2%
NFG
58
Nadler Financial Group
Illinois
$14.7M 195,491 -2,807 -1%
AAS
59
Annex Advisory Services
Wisconsin
$14.4M 191,779 +9,555 +5%
WP
60
WMS Partners
Maryland
$13.3M 176,583 -8,171 -4%
BOH
61
Bank of Hawaii
Hawaii
$13M 172,878 -23,177 -12%
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$12.8M 170,741 +11,601 +7%
HCM
63
HM Capital Management
Missouri
$12.6M 168,043 -202,920 -55%
RJA
64
Raymond James & Associates
Florida
$12.5M 166,139 +7,724 +5%
FMII
65
Farmers & Merchants Investments Inc
Nebraska
$12.3M 163,595 +6,407 +4%
HP
66
HT Partners
Connecticut
$12.2M 161,791 +61,115 +61%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$11.9M 157,935 +19,160 +14%
WCWM
68
Wooster Corthell Wealth Management
Connecticut
$11.9M 157,904 +33,493 +27%
TCM
69
TD Capital Management
Tennessee
$11.8M 157,471 -9,020 -5%
WIC
70
Woodmont Investment Counsel
Tennessee
$11.8M 156,606 +5,628 +4%
NEPWA
71
New England Private Wealth Advisors
Massachusetts
$11.6M 153,597 +1,406 +0.9%
JWM
72
Jacobus Wealth Management
Wisconsin
$11.5M 153,054 +1,608 +1%
BPBT
73
Boston Private Bank & Trust
Massachusetts
$10.6M 140,940 +2,595 +2%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.4M 138,571 -172,394 -55%
NAM
75
North American Management
Massachusetts
$10.3M 137,344 +29,167 +27%