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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 %
CS
76
Credit Suisse
Switzerland
$10.3M 137,151 +83,696 +157%
WIC
77
Whitegate Investment Counselors
New Hampshire
$10.1M 124,480 +124,480 New
MWM
78
Modera Wealth Management
New Jersey
$10.1M 133,741 -10,768 -7%
DMS
79
Discretionary Management Services
Kansas
$9.74M 129,473 -50,050 -28%
HPC
80
HM Payson & Co
Maine
$9.66M 128,373 +1,368 +1%
FBT
81
Founders Bank & Trust
Michigan
$9.24M 122,857 -1,535 -1%
HPBT
82
High Point Bank & Trust
North Carolina
$9.09M 120,762 -1,458 -1%
MFS
83
MSI Financial Services
Massachusetts
$8.98M 119,398 +4,099 +4%
CFS
84
Community Financial System
New York
$8.82M 117,287 -1,870 -2%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$8.5M 113,015 -84,873 -43%
EIM
86
Emerson Investment Management
Massachusetts
$8.41M 111,738 -2,982 -3%
WT
87
Whittier Trust
California
$8.28M 110,067 -3,680 -3%
BFG
88
Beacon Financial Group
Texas
$8.2M 109,880 -74,661 -40%
AA
89
Ancora Advisors
Ohio
$8.03M 106,760 +365 +0.3%
TFO
90
Tarbox Family Office
California
$8M 105,500 -3,523 -3%
Citigroup
91
Citigroup
New York
$7.97M 105,938 -4,827 -4%
DMC
92
Drexel Morgan & Co
Pennsylvania
$7.94M 105,589 +11,606 +12%
AMG
93
Asset Management Group
Connecticut
$7.77M 103,341 +621 +0.6%
MA
94
Montag & Associates
Georgia
$7.67M 101,918 -5,115 -5%
CCM
95
Condor Capital Management
New Jersey
$7.59M 100,890 +6,460 +7%
LA
96
Leonetti & Associates
Illinois
$7.55M 100,324 +490 +0.5%
DS
97
DRW Securities
Illinois
$7.48M 99,389 +99,389 New
ICOA
98
Investment Centers of America
North Dakota
$7.46M 106,688 +64,600 +153%
MAA
99
Managed Account Advisors
New Jersey
$7.43M 98,809 +23,459 +31%
LNB
100
Ledyard National Bank
$7.33M 97,474 +3,483 +4%