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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 %
EDRIA
126
Edmonds Duncan Registered Investment Advisors
Kansas
$6.52M +$405K +4,429 +7%
JFA
127
Johanson Financial Advisors
California
$6.31M +$6.31M +69,970 New
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.24M +$6.24M +69,381 New
DG
129
Davidson & Garrard
Virginia
$6.24M +$148K +1,645 +2%
PFA
130
Paradigm Financial Advisors
Missouri
$5.84M +$60.7K +675 +1%
MI
131
Mercer Investments
Massachusetts
$5.8M +$3.87M +43,043 +201%
DCM
132
Donaldson Capital Management
Indiana
$5.77M +$370K +4,110 +7%
SIAS
133
Shine Investment Advisory Services
Colorado
$5.69M -$42.4K -471 -0.7%
NFG
134
NewFocus Financial Group
Washington
$5.67M +$434K +4,826 +8%
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$5.53M -$637K -7,080 -10%
KTC
136
Kistler-Tiffany Companies
Pennsylvania
$5.52M -$201K -2,231 -4%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$5.51M +$212K +2,361 +4%
BFM
138
Boston Financial Management
Massachusetts
$5.46M -$501K -5,572 -8%
DADC
139
D.A. Davidson & Co
Montana
$5.42M -$729K -8,101 -12%
SI
140
Stephens Inc
Arkansas
$5.39M +$99K +1,101 +2%
CA
141
Cetera Advisors
Colorado
$5.35M +$147K +1,640 +3%
OPCM
142
Osborne Partners Capital Management
California
$5.28M +$31.9K +355 +0.6%
PP
143
Palladium Partners
Virginia
$5.25M -$54.9K -611 -1%
FAAS
144
First Allied Advisory Services
California
$5.2M -$202K -2,228 -4%
SI
145
SII Investments
Wisconsin
$5.17M +$270 +3 +0%
JSL
146
JT Stratford LLC
Georgia
$5.17M +$1.38M +15,327 +36%
MFS
147
McNamara Financial Services
Massachusetts
$5.12M -$9.89K -110 -0.2%
SC
148
Scotia Capital
Ontario, Canada
$5.06M +$236K +2,617 +5%
CIA
149
Choate Investment Advisors
Massachusetts
$4.99M -$283K -3,151 -5%
US Bancorp
150
US Bancorp
Minnesota
$4.92M -$24.3K -270 -0.5%