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Vanguard Dividend Appreciation ETF

580 hedge funds and large institutions have $7.62B invested in Vanguard Dividend Appreciation ETF in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 227 increasing their positions, 208 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
15.48%
Holding in Top 10
76
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.33%
% of All Funds
2.03%
New
50
Increased
227
Reduced
208
Closed
41
Calls
$21.2M
Puts
$3.77M
Net Calls
+$17.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
201
Kovack Advisors
Florida
$2.61M +$20.2K +249 +0.8%
RIA
202
Regal Investment Advisors
Michigan
$2.59M +$1.34M +16,519 +107%
RIL
203
Rothschild Investment LLC
Illinois
$2.57M +$98.1K +1,207 +4%
MCM
204
Millie Capital Management
California
$2.55M +$62.6K +770 +3%
WC
205
Whitnell & Co
Illinois
$2.49M
HCM
206
Hollencrest Capital Management
California
$2.49M +$288K +3,548 +13%
JWBC
207
J.W. Burns & Co
New York
$2.43M -$4.06K -50 -0.2%
GI
208
Glovista Investments
New Jersey
$2.42M -$439K -5,400 -15%
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$2.31M +$251K +3,084 +12%
RWA
210
Ropes Wealth Advisors
Massachusetts
$2.27M
FA
211
FDx Advisors
Illinois
$2.22M -$95.7K -1,178 -4%
CIA
212
Capital Investment Advisors
Georgia
$2.17M +$418K +5,146 +24%
RFS
213
Rockefeller Financial Services
New York
$2.17M
SPC
214
Sigma Planning Corp
Michigan
$2.16M -$68K -837 -3%
NPC
215
National Planning Corporation
California
$2.08M -$2.63M -32,382 -56%
RJT
216
Raymond James Trust
Florida
$2.01M -$449K -5,526 -18%
SCI
217
S&CO Inc
Massachusetts
$1.93M +$35.7K +440 +2%
ABC
218
Associated Banc-Corp
Wisconsin
$1.91M +$64.3K +792 +3%
ECM
219
ETrade Capital Management
Virginia
$1.89M -$155K -1,910 -8%
RCA
220
Rowland Carmichael Advisors
Arizona
$1.89M +$1.89M +23,251 New
IH
221
IFC Holdings
Florida
$1.87M -$10.6K -130 -0.6%
GIM
222
Goelzer Investment Management
Indiana
$1.79M +$29.4K +362 +2%
CWM
223
Concert Wealth Management
California
$1.77M -$91.5K -1,126 -5%
MHS
224
M Holdings Securities
Oregon
$1.75M +$99.5K +1,224 +6%
SSI
225
Scott & Selber Inc
Texas
$1.74M +$14.4K +177 +0.8%