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Vanguard High Dividend Yield ETF

929 hedge funds and large institutions have $8.97B invested in Vanguard High Dividend Yield ETF in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 356 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $27.7M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

5% more capital invested

Capital invested by funds: $8.52B → $8.97B (+$449M)

2% more funds holding in top 10

Funds holding in top 10: 9496 (+2)

1% more funds holding

Funds holding: 919929 (+10)

0.61% more ownership

Funds ownership: 33.34%33.94% (+0.61%)

2% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 356

Holders
929
Holders Change
+10
Holders Change %
+1.09%
% of All Funds
18.74%
Holding in Top 10
96
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.13%
% of All Funds
1.94%
New
80
Increased
348
Reduced
356
Closed
59
Calls
$46.3M
Puts
$27.7M
Net Calls
+$18.6M
Net Calls Change
+$8.07M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
226
Essex Financial Services
Connecticut
$4.62M +$1.94M +23,681 +71%
PWA
227
Providence Wealth Advisors
Illinois
$4.6M -$178K -2,174 -4%
Citadel Advisors
228
Citadel Advisors
Florida
$4.54M +$3.09M +37,691 +205%
QIM
229
Quest Investment Management
Oregon
$4.53M -$605K -7,392 -12%
PCWA
230
Pacific Capital Wealth Advisors
California
$4.48M +$157K +1,919 +4%
FFN
231
Focus Financial Network
Minnesota
$4.42M +$105K +1,288 +2%
EPWM
232
Essex Private Wealth Management
Massachusetts
$4.42M -$429K -5,235 -9%
MPM
233
Meritage Portfolio Management
Kansas
$4.4M +$929K +11,346 +26%
GRP
234
Global Retirement Partners
California
$4.39M +$251K +3,067 +6%
TCM
235
Twin Capital Management
Pennsylvania
$4.38M +$388K +4,742 +10%
WA
236
Wilshire Advisors
California
$4.38M +$388K +4,742 +10%
SFG
237
StrategIQ Financial Group
Indiana
$4.38M -$175K -2,131 -4%
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$4.38M -$430K -5,245 -9%
SPC
239
Sigma Planning Corp
Michigan
$4.36M -$397K -4,850 -8%
CIAS
240
Capital Investment Advisory Services
North Carolina
$4.33M -$57.5K -702 -1%
AW
241
Avion Wealth
Texas
$4.32M -$274K -3,350 -6%
EAM
242
Evanson Asset Management
California
$4.29M +$31.6K +386 +0.7%
FAAS
243
First Allied Advisory Services
California
$4.24M -$328K -4,001 -7%
APCM
244
Alaska Permanent Capital Management
Alaska
$4.18M +$21.5K +263 +0.5%
SRC
245
Sage Rhino Capital
California
$4.1M +$180K +2,201 +5%
BSW
246
Buckingham Strategic Wealth
Missouri
$4.09M -$5.43M -66,259 -57%
AWA
247
Arete Wealth Advisors
Illinois
$4.07M +$378K +4,612 +10%
TGAM
248
TBH Global Asset Management
Tennessee
$4.03M -$57.4K -701 -1%
BCM
249
Brookstone Capital Management
Illinois
$4.01M -$535K -6,537 -12%
PGFC
250
Peapack-Gladstone Financial Corp
New Jersey
$3.97M -$21.8K -266 -0.5%

VYM Hedge Fund Activity: Q3 2020 in Review

929 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2020, worth a combined $8.97B — up 5.3% from $8.52B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VYM positions and 59 closed out — a net gain of 21 holders — while 348 added to existing stakes and 356 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $61.7M. The largest seller was Red Cedar Investment Management, exiting entirely with an estimated $15M sold.

  • 929 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2020, up from 919 in Q2 2020.
  • Funds reported $8.97B of Vanguard High Dividend Yield ETF stock for Q3 2020, up 5.3% quarter-over-quarter.
  • 80 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2020 and 59 closed out, a net change of +21 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2020 was United Services Automobile Association, an estimated $61.7M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2020 was Red Cedar Investment Management, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2020.