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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
IWA
251
IBEX Wealth Advisors
New Jersey
$1.41M +$1.41M +18,091 New
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$1.38M -$303K -3,893 -18%
TCOV
253
Trust Company of Vermont
Vermont
$1.37M +$16K +205 +1%
RT
254
Rockland Trust
Massachusetts
$1.35M +$388K +4,976 +40%
CCA
255
Clearwater Capital Advisors
Illinois
$1.34M +$206K +2,640 +18%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$1.32M -$31.2K -400 -2%
CAL
257
Capital Analysts LLC
Pennsylvania
$1.32M -$29.6K -380 -2%
FFA
258
Fragasso Financial Advisors
Pennsylvania
$1.3M +$156 +2 +0%
GAM
259
Gould Asset Management
California
$1.3M -$9.35K -120 -0.7%
GT
260
Glenview Trust
Kentucky
$1.3M
OIA
261
OneDigital Investment Advisors
Kansas
$1.27M +$1.27M +16,306 New
IFA
262
Interactive Financial Advisors
Illinois
$1.25M +$4.59K +59 +0.4%
PP
263
PagnatoKarp Partners
Virginia
$1.25M -$182K -2,340 -13%
TCM
264
Tradition Capital Management
New Jersey
$1.24M +$207K +2,660 +20%
CTA
265
Chesley Taft & Associates
Illinois
$1.23M -$422K -5,424 -26%
LWAC
266
Laurel Wealth Advisors (California)
California
$1.22M +$545 +7 +0%
AMM
267
American Money Management
California
$1.21M +$53.6K +688 +5%
SEI Investments
268
SEI Investments
Pennsylvania
$1.21M -$454K -5,828 -27%
BP
269
Ballentine Partners
Massachusetts
$1.19M
AFS
270
Access Financial Services
Minnesota
$1.19M -$169K -2,165 -12%
KP
271
Keel Point
Alabama
$1.19M +$134K +1,719 +13%
JWBC
272
J.W. Burns & Co
New York
$1.18M +$16.1K +207 +1%
CFD
273
Creative Financial Designs
Indiana
$1.16M -$45.2K -580 -4%
AFP
274
Ausdal Financial Partners
Iowa
$1.16M -$160K -2,057 -12%
PCM
275
Parsons Capital Management
Rhode Island
$1.16M +$7.79K +100 +0.7%

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.