We are live on ! Find out more
VYM icon

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
GHA
276
GW Henssler & Associates
Georgia
$1.14M +$32.6K +418 +3%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$1.13M -$38.9K -500 -3%
HW
278
Hancock Whitney
Mississippi
$1.13M -$248K -3,181 -18%
WKWM
279
Walter & Keenan Wealth Management
Indiana
$1.11M +$23.4K +300 +2%
AA
280
Ancora Advisors
Ohio
$1.11M +$429K +5,509 +63%
PCA
281
Peddock Capital Advisors
Massachusetts
$1.11M +$118K +1,514 +12%
WIM
282
Westside Investment Management
California
$1.1M +$78K +1,001 +8%
JWS
283
Juncture Wealth Strategies
Arizona
$1.09M +$281K +3,610 +35%
Wolverine Trading
284
Wolverine Trading
Illinois
$1.09M +$1.08M +13,930 New
APSP
285
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.08M -$1.95K -25 -0.2%
FCI
286
Financial Counselors Inc
Kansas
$1.07M +$37.7K +484 +4%
HTC
287
Haverford Trust Company
Pennsylvania
$1.07M
BOH
288
Bank of Hawaii
Hawaii
$1.04M +$1.04M +13,354 New
LW
289
Linscomb Wealth
Texas
$1.04M
SCM
290
Sterling Capital Management
North Carolina
$1.04M -$804K -10,319 -44%
PAS
291
Park Avenue Securities
New York
$1.02M +$1.01M +12,999 New
GRP
292
Global Retirement Partners
California
$1M +$380K +4,876 +61%
ACA
293
Ackerman Capital Advisors
Texas
$992K +$989K +12,692 New
SCM
294
Southport Capital Management
Tennessee
$989K +$986K +12,655 New
BL
295
BFSG LLC
California
$983K -$40.7K -523 -4%
IFWM
296
Institute for Wealth Management
Colorado
$978K +$977K +12,543 New
N
297
Natixis
France
$977K +$217K +2,788 +29%
DSC
298
Duncker Streett & Co
Missouri
$967K +$47.3K +607 +5%
LPT
299
Legacy Private Trust
Wisconsin
$963K +$381K +4,891 +66%
MWM
300
Modera Wealth Management
New Jersey
$958K -$207K -2,658 -18%

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.