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Vanguard High Dividend Yield ETF

583 hedge funds and large institutions have $4.67B invested in Vanguard High Dividend Yield ETF in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 236 increasing their positions, 196 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

63% more call options, than puts

Call options by funds: $7.81M | Put options by funds: $4.79M

20% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 196

4% more funds holding

Funds holding: 563583 (+20)

1% less capital invested

Capital invested by funds: $4.7B → $4.67B (-$37.9M)

1.23% less ownership

Funds ownership: 26.68%25.45% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
583
Holders Change
+20
Holders Change %
+3.55%
% of All Funds
14.54%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.45%
New
53
Increased
236
Reduced
196
Closed
25
Calls
$7.81M
Puts
$4.79M
Net Calls
+$3.02M
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oppenheimer & Co
New York
$1.88M -$137K -1,764 -7%
JSL
227
JT Stratford LLC
Georgia
$1.87M +$11.2K +144 +0.6%
DWM
228
Doyle Wealth Management
Florida
$1.86M +$54.8K +704 +3%
CIC
229
Carnegie Investment Counsel
Ohio
$1.85M -$42.1K -540 -2%
SC
230
Scotia Capital
Ontario, Canada
$1.85M +$50.6K +650 +3%
PFO
231
Pathstone Family Office
New Jersey
$1.84M +$111K +1,423 +6%
BWFA
232
Baltimore-Washington Financial Advisors
Maryland
$1.81M +$381K +4,898 +27%
HSBC Holdings
233
HSBC Holdings
United Kingdom
$1.78M +$1.78M +22,800 New
SCA
234
Snowden Capital Advisors
New York
$1.78M +$197K +2,529 +13%
PBO
235
Peoples Bank (Ohio)
Ohio
$1.75M -$55.5K -712 -3%
MA
236
MUFG Americas
New York
$1.7M +$485K +6,230 +40%
CCT
237
Capital City Trust
Florida
$1.67M +$136K +1,742 +9%
BA
238
Bristlecone Advisors
Washington
$1.67M +$29.1K +374 +2%
NCM
239
Novare Capital Management
North Carolina
$1.66M -$34.3K -440 -2%
GEA
240
Glen Eagle Advisors
New Jersey
$1.64M +$92.8K +1,191 +6%
APP
241
Avantax Planning Partners
Iowa
$1.64M -$623 -8 -0%
VIP
242
Vantage Investment Partners
Missouri
$1.63M +$634K +8,145 +64%
VA
243
Valmark Advisers
Ohio
$1.61M +$354K +4,541 +28%
WTC
244
WhitTier Trust Company
Nevada
$1.6M
I
245
IberiaBank
Louisiana
$1.6M +$314K +4,026 +25%
WP
246
WealthPLAN Partners
Nebraska
$1.59M +$1.58M +20,342 New
Manulife (Manufacturers Life Insurance)
247
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.48M -$1.59M -20,397 -52%
GWM
248
Geneos Wealth Management
Colorado
$1.48M +$381K +4,892 +35%
CWM
249
Cornerstone Wealth Management
Missouri
$1.47M +$438K +5,620 +43%
NG
250
Northstar Group
New York
$1.41M -$42.8K -550 -3%

VYM Hedge Fund Activity: Q2 2017 in Review

583 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2017, worth a combined $4.67B — down 0.81% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VYM positions and 25 closed out — a net gain of 28 holders — while 236 added to existing stakes and 196 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.5M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, exiting entirely with an estimated $101M sold.

  • 583 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2017, up from 563 in Q1 2017.
  • Funds reported $4.67B of Vanguard High Dividend Yield ETF stock for Q2 2017, down 0.81% quarter-over-quarter.
  • 53 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2017 and 25 closed out, a net change of +28 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2017 was Wells Fargo, an estimated $15.5M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2017.