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Vanguard Dividend Appreciation ETF

709 hedge funds and large institutions have $8.58B invested in Vanguard Dividend Appreciation ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 286 increasing their positions, 231 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+25
Holders Change %
+3.65%
% of All Funds
17.7%
Holding in Top 10
80
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.11%
% of All Funds
2%
New
62
Increased
286
Reduced
231
Closed
28
Calls
$16M
Puts
$4.75M
Net Calls
+$11.2M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
151
McNamara Financial Services
Massachusetts
$5.23M -$39.7K -428 -0.8%
WB
152
Webster Bank
Connecticut
$5M +$550K +5,937 +12%
KA
153
Kovack Advisors
Florida
$5M +$405K +4,371 +9%
SCA
154
Snowden Capital Advisors
New York
$4.99M +$155K +1,668 +3%
WAM
155
Wealthspire Advisors (Maryland)
Maryland
$4.89M +$479K +5,171 +11%
SC
156
Scotia Capital
Ontario, Canada
$4.78M -$432K -4,665 -8%
HTC
157
Haverford Trust Company
Pennsylvania
$4.75M +$628K +6,776 +15%
TF
158
TIAA FSB
Florida
$4.61M +$4.61M +49,746 New
SWP
159
Stratos Wealth Partners
Ohio
$4.56M +$861K +9,291 +23%
RIL
160
Rothschild Investment LLC
Illinois
$4.56M +$122K +1,321 +3%
HSA
161
HBK Sorce Advisory
Pennsylvania
$4.52M +$4.52M +48,776 New
JMFC
162
J.M. Forbes & Co
Massachusetts
$4.52M -$28.6K -309 -0.6%
AP
163
Appleton Partners
Massachusetts
$4.46M +$2.21M +23,800 +98%
WIM
164
Westside Investment Management
California
$4.37M +$41.7K +450 +1%
CIA
165
Choate Investment Advisors
Massachusetts
$4.33M -$807K -8,704 -16%
KCPG
166
Kavar Capital Partners Group
Kansas
$4.27M -$141K -1,519 -3%
HPWM
167
Highland Private Wealth Management
Washington
$4.26M +$430K +4,640 +11%
SBSB
168
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.22M -$61K -658 -1%
HR
169
Howe & Rusling
New York
$4.21M +$122K +1,318 +3%
JSL
170
JT Stratford LLC
Georgia
$4.19M -$1.13M -12,237 -21%
LIM
171
Leavell Investment Management
Alabama
$4.15M -$15.8K -170 -0.4%
RIA
172
Regal Investment Advisors
Michigan
$4.14M +$205K +2,211 +5%
Fiera Capital (Canada)
173
Fiera Capital (Canada)
Quebec, Canada
$4.12M +$172K +1,860 +4%
WI
174
Wintrust Investments
Illinois
$4.12M +$215K +2,322 +6%
RMAM
175
Raab & Moskowitz Asset Management
New Jersey
$4.07M +$315K +3,407 +8%