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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
AAP
251
Arax Advisory Partners
Colorado
$3.96M +$288K +3,514 +8%
RCA
252
Ranch Capital Advisors
Florida
$3.95M -$425K -5,184 -10%
CFD
253
Creative Financial Designs
Indiana
$3.91M +$2.37M +28,930 +150%
DWM
254
Dakota Wealth Management
Florida
$3.87M -$343K -4,192 -8%
SCM
255
Southport Capital Management
Tennessee
$3.83M +$568K +6,929 +17%
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$3.78M +$2.39M +29,127 +162%
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$3.78M +$1.33M +16,196 +53%
LS
258
Leelyn Smith
Illinois
$3.76M -$135K -1,648 -3%
CGA
259
Crescent Grove Advisors
Illinois
$3.7M -$484K -5,913 -11%
SCA
260
Stuart Chaussee & Associates
California
$3.68M -$659K -8,042 -15%
OPA
261
Old Port Advisors
Maine
$3.67M +$11.1K +135 +0.3%
BFO
262
Biltmore Family Office
North Carolina
$3.64M -$105K -1,288 -3%
KPCM
263
Kings Point Capital Management
New York
$3.61M -$57.6K -703 -2%
WMA
264
Wealth Management Associates
New Jersey
$3.6M +$67.3K +822 +2%
FAIM
265
Financial Advocates Investment Management
Washington
$3.59M -$17.4K -212 -0.5%
FT
266
Fiduciary Trust
Massachusetts
$3.57M +$59.3K +724 +2%
SEIA
267
Signature Estate & Investment Advisors
California
$3.46M -$5.98K -73 -0.2%
Cerity Partners
268
Cerity Partners
New York
$3.46M -$1.31M -16,039 -27%
SFWC
269
Strategic Family Wealth Counselors
New Jersey
$3.44M -$52.3K -638 -1%
JWCA
270
J.W. Cole Advisors
Florida
$3.44M +$2.06M +25,170 +146%
JFGIW
271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.38M -$10.5M -127,641 -75%
EWM
272
Empirical Wealth Management
Washington
$3.37M +$24.7K +301 +0.7%
IFG
273
Independent Financial Group
California
$3.34M +$435K +5,308 +15%
SMG
274
Smart Money Group
Texas
$3.27M -$103K -1,256 -3%
Thrivent Financial for Lutherans
275
Thrivent Financial for Lutherans
Minnesota
$3.21M +$2.08M +25,403 +178%

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.