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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
LWAC
276
Laurel Wealth Advisors (California)
California
$1.27M +$2.62K +33 +0.2%
PP
277
PagnatoKarp Partners
Virginia
$1.26M -$27.7K -349 -2%
CFD
278
Creative Financial Designs
Indiana
$1.25M +$50.8K +640 +4%
KP
279
Keel Point
Alabama
$1.24M +$9.36K +118 +0.8%
GRP
280
Global Retirement Partners
California
$1.23M +$186K +2,348 +18%
BP
281
Ballentine Partners
Massachusetts
$1.22M
JWBC
282
J.W. Burns & Co
New York
$1.22M -$5.79K -73 -0.5%
PCM
283
Parsons Capital Management
Rhode Island
$1.21M +$11.9K +150 +1%
JWS
284
Juncture Wealth Strategies
Arizona
$1.21M +$74.4K +938 +7%
AFP
285
Ausdal Financial Partners
Iowa
$1.19M -$6.67K -84 -0.6%
HW
286
Hancock Whitney
Mississippi
$1.17M
CTA
287
Chesley Taft & Associates
Illinois
$1.16M -$118K -1,484 -9%
AL
288
Aspiriant LLC
California
$1.14M +$1.12M +14,105 New
Janus Henderson Group
289
Janus Henderson Group
United Kingdom
$1.13M +$242K +3,054 +28%
APSP
290
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.13M +$6.03K +76 +0.5%
PCA
291
Peddock Capital Advisors
Massachusetts
$1.13M -$19.2K -242 -2%
WKWM
292
Walter & Keenan Wealth Management
Indiana
$1.12M -$31.7K -400 -3%
GAM
293
Gould Asset Management
California
$1.11M -$229K -2,890 -17%
Prudential Financial
294
Prudential Financial
New Jersey
$1.09M +$1.07M +13,500 New
HTC
295
Haverford Trust Company
Pennsylvania
$1.09M -$19.7K -248 -2%
WIM
296
Westside Investment Management
California
$1.08M -$75.4K -950 -7%
DSC
297
Duncker Streett & Co
Missouri
$1.07M +$70.2K +885 +7%
SCM
298
Sterling Capital Management
North Carolina
$1.05M -$27.3K -344 -3%
DG
299
Davidson & Garrard
Virginia
$1.01M +$18.9K +238 +2%
LW
300
Linscomb Wealth
Texas
$1M -$79.4K -1,000 -7%

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.