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Vanguard Dividend Appreciation ETF

542 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 227 increasing their positions, 190 reducing their positions, and 25 closing their positions.

Holders
542
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
14.46%
Holding in Top 10
84
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.18%
% of All Funds
2.24%
New
52
Increased
227
Reduced
190
Closed
25
Calls
$3M
Puts
$4.51M
Net Calls
-$1.51M
Net Calls Change
-$491K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.1B 13,688,454 +6,129,798 +81%
WIM
2
Windhaven Investment Management
Massachusetts
$604M 7,502,842 -7,286,593 -49%
Morgan Stanley
3
Morgan Stanley
New York
$480M 5,968,161 -79,381 -1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$345M 4,286,527 +435,369 +11%
UBS Group
5
UBS Group
Switzerland
$316M 3,930,490 -59,091 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$160M 1,993,687 +540,009 +37%
BCI
7
Brinker Capital Investments
Pennsylvania
$160M 1,990,980 -33,893 -2%
Wells Fargo
8
Wells Fargo
California
$159M 1,979,490 -196,538 -9%
LPL Financial
9
LPL Financial
California
$143M 1,780,928 +70,687 +4%
HB
10
Homrich & Berg
Georgia
$139M 1,724,315 +68,099 +4%
W
11
Wealthfront
California
$126M 1,569,894 +302,972 +24%
DT
12
Diversified Trust
Tennessee
$119M 1,474,191 +1,472 +0.1%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$105M 1,303,891 -26,669 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$104M 1,291,551 +22,923 +2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$94.3M 1,171,262 -11,377 -1%
Goldman Sachs
16
Goldman Sachs
New York
$88.7M 1,102,801 +22,745 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$81.7M 1,015,840 -46,240 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$77.3M 960,163 +19,944 +2%
MG
19
MDE Group
New Jersey
$63M 782,863 -8,800 -1%
GT
20
Glenmede Trust
Pennsylvania
$61.7M 766,448 -6,872 -0.9%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$59.5M 739,528 +60,955 +9%
CFA
22
Capstone Financial Advisors
Illinois
$59M 733,729 +21,158 +3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$55.6M 691,238 -79,762 -10%
SF
24
Synovus Financial
Georgia
$49.2M 611,094 +23,732 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$47.7M 593,221 +21,412 +4%