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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
RIA
276
Regal Investment Advisors
Michigan
$645K -$1.21M -16,604 -65%
LWAC
277
Laurel Wealth Advisors (California)
California
$644K +$509 +7 +0.1%
WP
278
WealthSource Partners
California
$644K +$1.89K +26 +0.3%
EA
279
Efficient Advisors
Ohio
$643K -$13.4K -185 -2%
DDC
280
DF Dent & Co
Maryland
$642K +$198K +2,726 +44%
VV
281
Verity & Verity
South Carolina
$640K +$645K +8,875 New
PJSIMP
282
P.J. Schmidt Investment Management (PJS)
Wisconsin
$635K +$73 +1 +0%
TCM
283
Tradition Capital Management
New Jersey
$634K +$168K +2,316 +36%
CMP
284
Courage Miller Partners
Virginia
$633K
AAM
285
Aureus Asset Management
Massachusetts
$627K -$312K -4,300 -33%
CIA
286
Choate Investment Advisors
Massachusetts
$624K -$12.3K -170 -2%
TCOV
287
Trust Company of Vermont
Vermont
$613K +$73.8K +1,016 +14%
AIA
288
AIMZ Investment Advisors
California
$611K
CWM
289
Concert Wealth Management
California
$609K -$45.3K -624 -7%
DSC
290
Duncker Streett & Co
Missouri
$607K +$16.6K +229 +3%
SS
291
Simplicity Solutions
Minnesota
$605K +$117K +1,613 +24%
GWM
292
Greenwich Wealth Management
Connecticut
$603K +$365K +5,023 +151%
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$602K -$69.1K -951 -10%
PFS
294
Prospera Financial Services
Texas
$602K -$55.5K -764 -8%
SBIA
295
Sheaff Brock Investment Advisors
Indiana
$599K -$64.2K -884 -10%
Betterment LLC
296
Betterment LLC
New York
$596K +$3.27K +45 +0.5%
ACP
297
Arcus Capital Partners
Georgia
$585K +$3.85K +53 +0.7%
AA
298
Ancora Advisors
Ohio
$585K +$90.1K +1,240 +18%
RT
299
Rockland Trust
Massachusetts
$584K +$36.8K +506 +7%
BB
300
Busey Bank
Illinois
$582K