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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
DG
301
Davidson & Garrard
Virginia
$957K -$14.6K -188 -2%
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
$956K -$39.6K -509 -4%
CT
303
Cambridge Trust
Massachusetts
$952K -$105K -1,350 -10%
BHBT
304
Burke & Herbert Bank & Trust
Virginia
$949K -$10.9K -140 -1%
HCM
305
Howland Capital Management
Massachusetts
$916K
HWM
306
Highwater Wealth Management
Colorado
$908K +$119K +1,528 +15%
Millennium Management
307
Millennium Management
New York
$901K +$898K +11,526 New
Daiwa Securities Group
308
Daiwa Securities Group
Japan
$898K +$70.1K +900 +8%
HFS
309
HL Financial Services
Kentucky
$878K +$42.8K +549 +5%
Janus Henderson Group
310
Janus Henderson Group
United Kingdom
$852K +$849K +10,896 New
LIM
311
Leavell Investment Management
Alabama
$851K +$104K +1,335 +14%
CC
312
Courier Capital
New York
$847K -$68.5K -880 -8%
ZB
313
Zions Bancorporation
Utah
$832K -$224K -2,875 -21%
VNA
314
Valley National Advisers
Pennsylvania
$826K -$3.89K -50 -0.5%
WB
315
Webster Bank
Connecticut
$825K +$40.2K +516 +5%
SHGA
316
Sand Hill Global Advisors
California
$816K -$504K -6,470 -38%
SG Americas Securities
317
SG Americas Securities
New York
$812K -$2.78M -35,682 -77%
BRWA
318
B. Riley Wealth Advisors
Florida
$812K +$32.9K +423 +4%
KA
319
Kovack Advisors
Florida
$806K -$4.59K -59 -0.6%
DDC
320
DF Dent & Co
Maryland
$796K
Barclays
321
Barclays
United Kingdom
$794K +$487K +6,250 +160%
CFA
322
Cahill Financial Advisors
Minnesota
$786K +$31.9K +410 +4%
MJRIC
323
Mogy Joel R Investment Counsel
California
$782K -$27.3K -350 -3%
Cetera Investment Advisers
324
Cetera Investment Advisers
Illinois
$774K +$36.6K +470 +5%
CL
325
Choreo LLC
Illinois
$773K -$36K -462 -4%

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.