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Vanguard Dividend Appreciation ETF

414 hedge funds and large institutions have $6.8B invested in Vanguard Dividend Appreciation ETF in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 183 increasing their positions, 96 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+66
Holders Change %
+18.97%
% of All Funds
12.02%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
2.18%
New
88
Increased
183
Reduced
96
Closed
17
Calls
$4.48M
Puts
$1.62M
Net Calls
+$2.87M
Net Calls Change
+$583K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
151
WealthTrust-Arizona
Arizona
$3.26M -$171K -2,268 -5%
BPC
152
Banque Pictet & Cie
Switzerland
$3.22M +$3.22M +42,800 New
RCAG
153
Rehmann Capital Advisory Group
Michigan
$3.18M +$542K +7,202 +21%
PAG
154
Private Advisor Group
New Jersey
$3.18M +$3.18M +42,211 New
N
155
Natixis
France
$3.16M +$3.16M +42,000 New
ECAM
156
East Coast Asset Management
Massachusetts
$3.1M +$146K +1,941 +5%
PFA
157
Paradigm Financial Advisors
Missouri
$3.1M +$3.1M +41,132 New
AI
158
Atria Investments
North Carolina
$3.09M +$805K +10,700 +35%
IH
159
IFC Holdings
Florida
$3.07M -$1.32M -17,551 -30%
DADC
160
D.A. Davidson & Co
Montana
$3.06M +$693K +9,215 +29%
WA
161
WFG Advisors
Texas
$3.03M -$188K -2,498 -6%
BA
162
Bridgewater Advisors
New York
$2.98M +$2.98M +39,624 New
Creative Planning
163
Creative Planning
Kansas
$2.96M +$462K +6,146 +19%
ICOA
164
Investment Centers of America
North Dakota
$2.95M -$4.52M -64,600 -61%
JWBC
165
J.W. Burns & Co
New York
$2.91M +$22.6K +300 +0.8%
HFS
166
HL Financial Services
Kentucky
$2.89M +$122K +1,618 +4%
SAM
167
Shamrock Asset Management
Texas
$2.74M +$178K +2,362 +7%
TFCP
168
Twin Focus Capital Partners
Massachusetts
$2.73M -$37.2K -494 -1%
CTC
169
Central Trust Company
Missouri
$2.67M +$2.63M +34,903 +5,769%
SF
170
Synovus Financial
Georgia
$2.55M -$31.6K -420 -1%
ICAS
171
Investors Capital Advisory Services
Massachusetts
$2.52M +$229K +3,050 +10%
RNS
172
Robert N. Shapiro
$2.51M -$2.41K -32 -0.1%
OPCM
173
Osborne Partners Capital Management
California
$2.49M +$161K +2,144 +7%
SG Americas Securities
174
SG Americas Securities
New York
$2.48M +$2.48M +32,968 New
HTC
175
Haverford Trust Company
Pennsylvania
$2.46M +$2.46M +32,715 New