We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF

279 hedge funds and large institutions have $2.19B invested in Vanguard High Dividend Yield ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 137 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

132% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 59

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$255M)

6% more funds holding

Funds holding: 263279 (+16)

0.32% more ownership

Funds ownership: 25.36%25.68% (+0.32%)

88% less call options, than puts

Call options by funds: $245K | Put options by funds: $2.02M

Holders
279
Holders Change
+16
Holders Change %
+6.08%
% of All Funds
8.02%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.78%
New
29
Increased
137
Reduced
59
Closed
12
Calls
$245K
Puts
$2.02M
Net Calls
-$1.78M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
251
Sandy Spring Bank
Maryland
$50K +$48.5K +750 New
DADC
252
D.A. Davidson & Co
Montana
$49K
WRTC
253
Wind River Trust Company
Wyoming
$49K
HCM
254
Highlander Capital Management
New Jersey
$46.4K +$32.3K +500 +250%
TWA
255
TCI Wealth Advisors
Arizona
$46K
HDIM
256
Hanson & Doremus Investment Management
Vermont
$40K +$65 +1 +0.2%
BC
257
Bartlett & Co
Ohio
$39K +$3.88K +60 +11%
TFO
258
Tarbox Family Office
California
$37K +$37K +573 New
TAIM
259
TD Ameritrade Investment Management
Nebraska
$35K -$1.36K -21 -4%
CHC
260
City Holding Co
West Virginia
$33K
PAI
261
Pittenger & Anderson Inc
Nebraska
$33K +$32.3K +500 New
EWM
262
Evercore Wealth Management
New York
$30K
FCCM
263
First City Capital Management
Georgia
$29.8K
GI
264
Gradient Investments
Minnesota
$29K +$2.33K +36 +9%
CA
265
CapWealth Advisors
Tennessee
$28K +$194 +3 +0.7%
PAS
266
Partnervest Advisory Services
California
$25K +$12.5K +193 +103%
SF
267
Synovus Financial
Georgia
$22K
WA
268
WFG Advisors
Texas
$21K +$6.46K +100 +47%
CFS
269
Community Financial System
New York
$17K -$12.9K -200 -44%
MSFP
270
Mark Sheptoff Financial Planning
Connecticut
$13K
TCM
271
Tradewinds Capital Management
Washington
$13K
HCM
272
Horrell Capital Management
Arkansas
$13K +$1.94K +30 +18%
AC
273
Alexandria Capital
Virginia
$7K
PFO
274
Pathstone Family Office
New Jersey
$7K
SA
275
SRH Advisors
Kansas
$7K

VYM Hedge Fund Activity: Q2 2014 in Review

279 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2014, worth a combined $2.19B — up 13% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VYM positions and 12 closed out — a net gain of 17 holders — while 137 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $36.2M. The largest seller was Wharton Business Group, cutting an estimated $37.7M.

  • 279 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2014, up from 263 in Q1 2014.
  • Funds reported $2.19B of Vanguard High Dividend Yield ETF stock for Q2 2014, up 13% quarter-over-quarter.
  • 29 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2014 and 12 closed out, a net change of +17 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2014 was Bank of America, an estimated $36.2M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2014 was Wharton Business Group, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2014.