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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
VKH
201
Virtu KCG Holdings
New York
$1.56M +$1.56M +20,686 New
Bessemer Group
202
Bessemer Group
New Jersey
$1.51M +$50.5K +671 +3%
MA
203
MUFG Americas
New York
$1.5M +$93.7K +1,245 +7%
SCI
204
S&CO Inc
Massachusetts
$1.48M +$52.7K +700 +4%
Chevy Chase Trust
205
Chevy Chase Trust
Maryland
$1.47M +$72.5K +964 +5%
CWM
206
Concert Wealth Management
California
$1.47M -$182K -2,459 -11%
WS
207
Wedbush Securities
California
$1.46M +$531K +7,054 +57%
KA
208
Kovack Advisors
Florida
$1.46M +$1.46M +20,369 New
HNB
209
Huntington National Bank
Ohio
$1.44M -$1.43M
SSWM
210
Sheets Smith Wealth Management
North Carolina
$1.44M +$150 +2 +0%
KeyBank National Association
211
KeyBank National Association
Ohio
$1.42M -$105K -1,402 -7%
SPL
212
Smart Portfolios LLC
Washington
$1.41M -$112K -1,485 -7%
FWP
213
FAS Wealth Partners
Kansas
$1.4M +$156K +2,077 +13%
WJA
214
Williams Jones & Associates
New York
$1.37M +$536K +7,125 +65%
PCA
215
Peddock Capital Advisors
Massachusetts
$1.33M +$90.6K +1,204 +7%
CS
216
Comerica Securities
Michigan
$1.29M -$53.8K -715 -4%
LWM
217
LBA Wealth Management
Florida
$1.28M -$62.1K -825 -5%
SI
218
SII Investments
Wisconsin
$1.28M +$12K +169 +0.9%
ACS
219
Archford Capital Strategies
Illinois
$1.26M +$1.26M +16,768 New
VFS
220
VSR Financial Services
Kansas
$1.23M +$199K +2,641 +19%
MIM
221
Miller Investment Management
Pennsylvania
$1.2M
PA
222
Parkside Advisors
California
$1.18M -$1.05M -13,933 -47%
FCT
223
Family Capital Trust
Massachusetts
$1.15M +$191K +2,537 +20%
CWA
224
Convergent Wealth Advisors
Maryland
$1.12M -$16.3K -217 -1%
WA
225
WFG Advisors
Texas
$1.11M -$1.92M -25,565 -63%