We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF

289 hedge funds and large institutions have $2.38B invested in Vanguard High Dividend Yield ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 131 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 71

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $2.19B → $2.38B (+$194M)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

4% more funds holding

Funds holding: 279289 (+10)

0.55% more ownership

Funds ownership: 25.68%26.24% (+0.55%)

44% less call options, than puts

Call options by funds: $796K | Put options by funds: $1.41M

Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
8.39%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.81%
New
26
Increased
131
Reduced
71
Closed
16
Calls
$796K
Puts
$1.41M
Net Calls
-$618K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
226
Compagnie Lombard Odier SCmA
Switzerland
$281K
SI
227
Stephens Inc
Arkansas
$257K +$7.54K +113 +3%
MFW
228
Meristem Family Wealth
Minnesota
$255K
PJSIMP
229
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K +$251K +3,760 New
BDF
230
Balasa Dinverno & Foltz
$246K
FIG
231
Fusion Investment Group
Pennsylvania
$246K +$69K +1,034 +39%
HFS
232
HL Financial Services
Kentucky
$246K +$247K +3,703 New
Comerica Bank
233
Comerica Bank
Texas
$237K +$238K +3,570 New
Neuberger Berman Group
234
Neuberger Berman Group
New York
$234K +$235K +3,524 New
FFSOTS
235
Fiduciary Financial Services of The Southwest
Texas
$230K
NFG
236
Nadler Financial Group
Illinois
$227K +$133 +2 +0.1%
BC
237
Balestra Capital
New York
$226K
Luther King Capital Management (LKCM)
238
Luther King Capital Management (LKCM)
Texas
$226K
MA
239
MUFG Americas
New York
$222K
BRWA
240
B. Riley Wealth Advisors
Florida
$220K -$3.54K -53 -2%
NB
241
NBT Bank
New York
$220K
FNBT
242
FineMark National Bank & Trust
Florida
$217K -$14.1K -212 -6%
BG
243
Bahl & Gaynor
Ohio
$214K -$45.8K -687 -18%
MC
244
Moors & Cabot
Massachusetts
$213K +$214K +3,207 New
PAG
245
Pinnacle Advisory Group
Maryland
$207K
WA
246
WFG Advisors
Texas
$207K +$187K +2,806 +902%
MHS
247
M Holdings Securities
Oregon
$171K +$172K +2,575 New
1IC
248
1919 Investment Counsel
Maryland
$167K
MFBTD
249
MB Financial Bank - Trust Department
Illinois
$161K
LWM
250
Lenox Wealth Management
Ohio
$138K -$19.4K -291 -12%

VYM Hedge Fund Activity: Q3 2014 in Review

289 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2014, worth a combined $2.38B — up 8.9% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VYM positions and 16 closed out — a net gain of 10 holders — while 131 added to existing stakes and 71 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $41.1M. The largest seller was Deutsche Bank, cutting an estimated $11.2M.

  • 289 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2014, up from 279 in Q2 2014.
  • Funds reported $2.38B of Vanguard High Dividend Yield ETF stock for Q3 2014, up 8.9% quarter-over-quarter.
  • 26 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2014 and 16 closed out, a net change of +10 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2014 was Royal Bank of Canada, an estimated $41.1M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2014 was Deutsche Bank, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2014.