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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$964M 12,814,674 -457,064 -3%
WIM
2
Windhaven Investment Management
Massachusetts
$761M 10,192,940 -8,041,768 -44%
Morgan Stanley
3
Morgan Stanley
New York
$412M 5,482,830 +14,289 +0.3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$405M 5,384,008 +50,381 +0.9%
U
5
UBS
Switzerland
$246M 3,263,865 +66,456 +2%
BCI
6
Brinker Capital Investments
Pennsylvania
$149M 1,984,971 +43,662 +2%
LPL Financial
7
LPL Financial
California
$136M 1,804,577 +85,569 +5%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$121M 1,614,413 -35,937 -2%
HB
9
Homrich & Berg
Georgia
$117M 1,552,786 +97,392 +7%
Wells Fargo
10
Wells Fargo
California
$109M 1,443,431 +115,334 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$82.4M 1,094,738 -36,075 -3%
Goldman Sachs
12
Goldman Sachs
New York
$75.9M 1,009,226 +340,343 +51%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$72.5M 963,646 +35,214 +4%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$68.2M 907,114 -24,266 -3%
MG
15
MDE Group
New Jersey
$65.9M 876,259 +876,259 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$64.4M 855,769 +46,537 +6%
W
17
Wealthfront
California
$63.4M 840,201 +840,201 New
Vanguard Group
18
Vanguard Group
Pennsylvania
$59.6M 792,821 +330,548 +72%
CIA
19
Choate Investment Advisors
Massachusetts
$56.3M 748,490 +20,174 +3%
CFA
20
Capstone Financial Advisors
Illinois
$56.2M 746,960 +25,297 +4%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$56.1M 745,856 +48,958 +7%
HighTower Advisors
22
HighTower Advisors
Illinois
$55.7M 740,156 +68,435 +10%
GT
23
Glenmede Trust
Pennsylvania
$53.6M 711,859 +16,285 +2%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$45.2M 600,366 -2,690 -0.4%
CAN
25
Cetera Advisor Networks
California
$41.1M 546,042 +11,188 +2%