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Vanguard Dividend Appreciation ETF

524 hedge funds and large institutions have $6.95B invested in Vanguard Dividend Appreciation ETF in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 155 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+62
Holders Change %
+13.42%
% of All Funds
13.98%
Holding in Top 10
85
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.43%
% of All Funds
2.27%
New
89
Increased
215
Reduced
155
Closed
22
Calls
$3.68M
Puts
$4.69M
Net Calls
-$1.01M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
126
Carroll Financial Associates
North Carolina
$5.77M +$98.9K +1,230 +2%
AT
127
Arden Trust
Delaware
$5.5M +$65.6K +808 +1%
PP
128
Palladium Partners
Virginia
$5.32M -$16.6K -205 -0.3%
DP
129
Dearborn Partners
Illinois
$5.27M +$180K +2,222 +4%
AC
130
Alexandria Capital
Virginia
$5.17M -$215K -2,645 -4%
Creative Planning
131
Creative Planning
Kansas
$5.17M +$924K +11,389 +22%
SG Americas Securities
132
SG Americas Securities
New York
$5.15M -$349K -4,303 -6%
MC
133
Moors & Cabot
Massachusetts
$5.12M -$84.6K -1,042 -2%
CWA
134
Constellation Wealth Advisors
New York
$5.04M +$3.94M +48,497 +357%
LIM
135
Leavell Investment Management
Alabama
$4.92M -$258K -3,179 -5%
DG
136
Davidson & Garrard
Virginia
$4.89M +$433K +5,335 +10%
SFS
137
Strategic Financial Services
New York
$4.87M +$1.02M +12,560 +26%
EPP
138
ETF Portfolio Partners
Kansas
$4.86M +$4.86M +59,860 New
ICOA
139
Investment Centers of America
North Dakota
$4.86M -$1.51M -18,612 -24%
CFA
140
Cahill Financial Advisors
Minnesota
$4.86M -$354K -4,359 -7%
SI
141
Stephens Inc
Arkansas
$4.69M +$715K +8,814 +18%
NFG
142
Next Financial Group
Texas
$4.65M -$2.05M -25,254 -31%
CA
143
Cetera Advisors
Colorado
$4.54M +$294K +3,640 +7%
Deutsche Bank
144
Deutsche Bank
Germany
$4.52M +$94.5K +1,164 +2%
Mariner
145
Mariner
Kansas
$4.49M +$53.8K +663 +1%
FHC
146
First Heartland Consultants
Missouri
$4.49M +$141K +1,733 +3%
GC
147
Gibson Capital
Pennsylvania
$4.42M +$1.14M +14,010 +35%
JMFC
148
J.M. Forbes & Co
Massachusetts
$4.32M -$136K -1,665 -3%
RCAG
149
Rehmann Capital Advisory Group
Michigan
$4.16M -$140K -1,731 -3%
OC
150
Oppenheimer & Co
New York
$4.1M -$319K -3,926 -7%