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Vanguard High Dividend Yield ETF

475 hedge funds and large institutions have $4.39B invested in Vanguard High Dividend Yield ETF in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 222 increasing their positions, 125 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 125

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

13% more call options, than puts

Call options by funds: $9.82M | Put options by funds: $8.69M

10% more capital invested

Capital invested by funds: $3.99B → $4.39B (+$407M)

2% more funds holding

Funds holding: 465475 (+10)

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

0.25% more ownership

Funds ownership: 28.07%28.33% (+0.25%)

Holders
475
Holders Change
+10
Holders Change %
+2.15%
% of All Funds
12.68%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
1.44%
New
44
Increased
222
Reduced
125
Closed
26
Calls
$9.82M
Puts
$8.69M
Net Calls
+$1.14M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
251
First Midwest Bank Trust Division
Illinois
$821K
HWP
252
Hefty Wealth Partners
Indiana
$817K -$257K -3,540 -24%
HFS
253
HL Financial Services
Kentucky
$808K +$57.8K +795 +8%
GG
254
Gofen & Glossberg
Illinois
$801K
BRWA
255
B. Riley Wealth Advisors
Florida
$794K -$178K -2,445 -18%
VNA
256
Valley National Advisers
Pennsylvania
$787K +$54.1K +745 +7%
PCA
257
Peddock Capital Advisors
Massachusetts
$779K +$40K +550 +5%
APSP
258
Asset Planning Services (Pennsylvania)
Pennsylvania
$776K -$44.4K -611 -5%
GWM
259
Geneos Wealth Management
Colorado
$767K +$108K +1,484 +16%
GC
260
Grimes & Company
Massachusetts
$752K -$143K -1,971 -16%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$742K +$77K +1,060 +11%
MWM
262
Mission Wealth Management
California
$742K +$747K +10,285 New
MJRIC
263
Mogy Joel R Investment Counsel
California
$739K +$43.6K +600 +6%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$733K -$33K -454 -4%
TW
265
Transform Wealth
Colorado
$733K
VIP
266
Vantage Investment Partners
Missouri
$732K +$11.2K +154 +2%
CCT
267
Capital City Trust
Florida
$730K +$735K +10,115 New
Fiera Capital (Canada)
268
Fiera Capital (Canada)
Quebec, Canada
$727K +$2.4K +33 +0.3%
BWFA
269
Baltimore-Washington Financial Advisors
Maryland
$685K +$131K +1,800 +23%
CAMG
270
CWA Asset Management Group
Florida
$684K
11A
271
10-15 Associates
New York
$680K -$92K -1,266 -12%
CFA
272
Cahill Financial Advisors
Minnesota
$674K +$96.4K +1,327 +17%
DWM
273
Darwin Wealth Management
Florida
$672K +$58.4K +804 +9%
MCM
274
McKinley Capital Management
Alaska
$672K +$676K +9,310 New
B
275
Bellecapital
Switzerland
$658K