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Vanguard Dividend Appreciation ETF

675 hedge funds and large institutions have $7.98B invested in Vanguard Dividend Appreciation ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 260 increasing their positions, 210 reducing their positions, and 26 closing their positions.

Holders
675
Holders Change
+59
Holders Change %
+9.58%
% of All Funds
16.9%
Holding in Top 10
80
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.67%
% of All Funds
2%
New
95
Increased
260
Reduced
210
Closed
26
Calls
$9.42M
Puts
$4.03M
Net Calls
+$5.38M
Net Calls Change
-$1.38M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.53B 17,948,741 -453,724 -2%
Morgan Stanley
2
Morgan Stanley
New York
$560M 6,574,897 +204,432 +3%
WIM
3
Windhaven Investment Management
Massachusetts
$441M 5,181,955 -5,185,468 -50%
UBS Group
4
UBS Group
Switzerland
$407M 4,779,802 +466,822 +11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$299M 3,515,925 +169,800 +5%
W
6
Wealthfront
California
$265M 3,110,616 +411,530 +15%
Wells Fargo
7
Wells Fargo
California
$259M 3,045,819 +341,892 +13%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$227M 2,664,974 -26,932 -1%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$174M 2,039,106 -149,256 -7%
HB
10
Homrich & Berg
Georgia
$163M 1,918,872 +35,055 +2%
LPL Financial
11
LPL Financial
California
$157M 1,834,621 +76,302 +4%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$147M 1,721,127 +554,748 +48%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$131M 1,538,583 +67,439 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$102M 1,198,173 +69,825 +6%
DT
15
Diversified Trust
Tennessee
$94.1M 1,104,772 +16,600 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$73.8M 866,332 +10,194 +1%
BCI
17
Brinker Capital Investments
Pennsylvania
$71.7M 841,719 -313,336 -27%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$70.1M 822,508 +71,901 +10%
SF
19
Synovus Financial
Georgia
$67.8M 795,533 -143,173 -15%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$67.2M 793,196 -4,453 -0.6%
HighTower Advisors
21
HighTower Advisors
Illinois
$63.4M 743,857 +26,932 +4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$59.6M 699,748 +51,442 +8%
Goldman Sachs
23
Goldman Sachs
New York
$59.2M 694,916 +26,527 +4%
Brown Advisory
24
Brown Advisory
Maryland
$57.9M 680,261 +4,113 +0.6%
GT
25
Glenmede Trust
Pennsylvania
$54.2M 636,209 -6,239 -1%