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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
CCT
251
Capital City Trust
Florida
$1.67M
WTC
252
WhitTier Trust Company
Nevada
$1.66M
BRWA
253
B. Riley Wealth Advisors
Florida
$1.65M +$819K +10,322 +99%
CWM
254
Cornerstone Wealth Management
Missouri
$1.63M +$91.7K +1,155 +6%
GWM
255
Geneos Wealth Management
Colorado
$1.61M +$80.5K +1,014 +5%
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
$1.59M +$587K +7,398 +60%
FLPIM
257
F.L. Putnam Investment Management
Massachusetts
$1.55M +$1.52M +19,160 New
TCOV
258
Trust Company of Vermont
Vermont
$1.55M +$125K +1,580 +9%
MC
259
Miles Capital
Iowa
$1.53M +$1.5M +18,857 New
AFS
260
Access Financial Services
Minnesota
$1.51M +$276K +3,475 +23%
NG
261
Northstar Group
New York
$1.5M +$31.7K +400 +2%
IWA
262
IBEX Wealth Advisors
New Jersey
$1.49M +$5.4K +68 +0.4%
RT
263
Rockland Trust
Massachusetts
$1.46M +$56K +706 +4%
CCA
264
Clearwater Capital Advisors
Illinois
$1.46M +$49.8K +628 +4%
TCM
265
Tradition Capital Management
New Jersey
$1.46M +$165K +2,083 +13%
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$1.43M +$1.27K +16 +0.1%
LPT
267
Legacy Private Trust
Wisconsin
$1.43M +$418K +5,267 +43%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$1.4M +$26.2K +330 +2%
CAL
269
Capital Analysts LLC
Pennsylvania
$1.34M -$25.1K -316 -2%
GT
270
Glenview Trust
Kentucky
$1.34M
IFA
271
Interactive Financial Advisors
Illinois
$1.34M +$43.2K +544 +3%
AA
272
Ancora Advisors
Ohio
$1.31M +$155K +1,959 +14%
FFA
273
Fragasso Financial Advisors
Pennsylvania
$1.3M -$48K -605 -4%
GHA
274
GW Henssler & Associates
Georgia
$1.3M +$114K +1,436 +10%
AMM
275
American Money Management
California
$1.29M +$28K +353 +2%

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.