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Vanguard Dividend Appreciation ETF

533 hedge funds and large institutions have $6.25B invested in Vanguard Dividend Appreciation ETF in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 187 increasing their positions, 215 reducing their positions, and 39 closing their positions.

Holders
533
Holders Change
-9
Holders Change %
-1.66%
% of All Funds
14.9%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
2.1%
New
34
Increased
187
Reduced
215
Closed
39
Calls
$4.39M
Puts
$2.5M
Net Calls
+$1.89M
Net Calls Change
+$407K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.11B 15,079,977 +1,586,051 +12%
WIM
2
Windhaven Investment Management
Massachusetts
$498M 6,758,125 -560,602 -8%
Morgan Stanley
3
Morgan Stanley
New York
$412M 5,592,033 -113,001 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$303M 4,108,556 -126,067 -3%
UBS Group
5
UBS Group
Switzerland
$242M 3,280,677 -570,889 -15%
Vanguard Group
6
Vanguard Group
Pennsylvania
$170M 2,305,367 +59,760 +3%
W
7
Wealthfront
California
$164M 2,226,941 +381,771 +21%
Wells Fargo
8
Wells Fargo
California
$159M 2,151,155 +236,692 +12%
HB
9
Homrich & Berg
Georgia
$131M 1,779,533 -3,489 -0.2%
LPL Financial
10
LPL Financial
California
$128M 1,683,551 -134,610 -7%
DT
11
Diversified Trust
Tennessee
$111M 1,500,813 +12,092 +0.8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$97.1M 1,317,037 -5,214 -0.4%
BCI
13
Brinker Capital Investments
Pennsylvania
$96.3M 1,305,853 -438,541 -25%
Goldman Sachs
14
Goldman Sachs
New York
$80.8M 1,095,456 -198,542 -15%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$75.1M 1,018,895 -287,953 -22%
HighTower Advisors
16
HighTower Advisors
Illinois
$74.7M 1,013,403 +391,882 +63%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$74M 1,003,225 -14,345 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$68.3M 926,069 -81,707 -8%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$60.9M 826,135 -184,836 -18%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$54.4M 737,283 -24,065 -3%
GT
21
Glenmede Trust
Pennsylvania
$50.6M 686,033 -30,239 -4%
SF
22
Synovus Financial
Georgia
$49.9M 676,438 +30,993 +5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$48.2M 653,531 -60,103 -8%
BIAS
24
Beacon Investment Advisory Services
New Jersey
$47.5M 644,187 -111,874 -15%
CFA
25
Capstone Financial Advisors
Illinois
$46.9M 635,469 -102,332 -14%