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Vanguard High Dividend Yield ETF

601 hedge funds and large institutions have $5.15B invested in Vanguard High Dividend Yield ETF in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 258 increasing their positions, 179 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

62% more call options, than puts

Call options by funds: $6.42M | Put options by funds: $3.97M

44% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 179

10% more capital invested

Capital invested by funds: $4.67B → $5.15B (+$481M)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

3% more funds holding

Funds holding: 583601 (+18)

1.02% more ownership

Funds ownership: 25.45%26.48% (+1%)

Holders
601
Holders Change
+18
Holders Change %
+3.09%
% of All Funds
14.98%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
1.5%
New
53
Increased
258
Reduced
179
Closed
31
Calls
$6.42M
Puts
$3.97M
Net Calls
+$2.45M
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
IH
226
IFC Holdings
Florida
$2.11M +$49K +617 +2%
PFBT
227
Parkside Financial Bank & Trust
Missouri
$2.07M -$77.8K -980 -4%
JSL
228
JT Stratford LLC
Georgia
$2.04M +$94.3K +1,188 +5%
VA
229
Valmark Advisers
Ohio
$2.03M +$354K +4,466 +22%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$2.02M -$66.4K -837 -3%
AIS
231
Accurate Investment Solutions
Pennsylvania
$2.01M +$12.3K +155 +0.6%
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$1.99M -$49.9K -629 -3%
OA
233
Opes Advisors
California
$1.97M -$135K -1,702 -7%
SC
234
Scotia Capital
Ontario, Canada
$1.93M +$13.3K +167 +0.7%
RC
235
Roundview Capital
New Jersey
$1.93M -$23.8K -300 -1%
OC
236
Oppenheimer & Co
New York
$1.93M -$14.2K -179 -0.7%
CIC
237
Carnegie Investment Counsel
Ohio
$1.92M -$22.3K -281 -1%
DWM
238
Doyle Wealth Management
Florida
$1.91M -$20.6K -259 -1%
SCA
239
Snowden Capital Advisors
New York
$1.85M +$10.6K +133 +0.6%
HA
240
Hays Advisory
Tennessee
$1.83M -$193K -2,433 -10%
GEA
241
Glen Eagle Advisors
New Jersey
$1.77M +$64.9K +818 +4%
PBO
242
Peoples Bank (Ohio)
Ohio
$1.76M -$52.1K -656 -3%
BA
243
Bristlecone Advisors
Washington
$1.75M +$10K +126 +0.6%
SEI Investments
244
SEI Investments
Pennsylvania
$1.73M +$459K +5,779 +37%
NCM
245
Novare Capital Management
North Carolina
$1.72M -$1.59K -20 -0.1%
VIP
246
Vantage Investment Partners
Missouri
$1.71M +$19.1K +241 +1%
EWM
247
Evermay Wealth Management
Virginia
$1.71M -$722K -9,103 -30%
GFPC
248
Global Financial Private Capital
Florida
$1.69M +$1.65M +20,824 New
WP
249
WealthPLAN Partners
Nebraska
$1.69M +$37.5K +473 +2%
APP
250
Avantax Planning Partners
Iowa
$1.68M -$15.2K -191 -0.9%

VYM Hedge Fund Activity: Q3 2017 in Review

601 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2017, worth a combined $5.15B — up 10% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VYM positions and 31 closed out — a net gain of 22 holders — while 258 added to existing stakes and 179 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $127M. The largest seller was Opus Capital Group, cutting an estimated $42.3M.

  • 601 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2017, up from 583 in Q2 2017.
  • Funds reported $5.15B of Vanguard High Dividend Yield ETF stock for Q3 2017, up 10% quarter-over-quarter.
  • 53 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2017 and 31 closed out, a net change of +22 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $127M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2017 was Opus Capital Group, an estimated $42.3M sold.

Based on aggregated 13F filings for Q3 2017.