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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
BHBT
301
Burke & Herbert Bank & Trust
Virginia
$984K
SCM
302
Southport Capital Management
Tennessee
$973K -$52K -655 -5%
Barclays
303
Barclays
United Kingdom
$970K +$143K +1,800 +18%
FCI
304
Financial Counselors Inc
Kansas
$962K -$150K -1,890 -14%
IFWM
305
Institute for Wealth Management
Colorado
$952K -$61.5K -775 -6%
Daiwa Securities Group
306
Daiwa Securities Group
Japan
$932K
HWM
307
Highwater Wealth Management
Colorado
$930K -$11.7K -147 -1%
KA
308
Kovack Advisors
Florida
$925K +$87.4K +1,101 +11%
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
$919K +$120K +1,507 +15%
CG
310
Caprock Group
Idaho
$904K +$104K +1,314 +13%
CT
311
Cambridge Trust
Massachusetts
$903K -$82.3K -1,037 -9%
LIM
312
Leavell Investment Management
Alabama
$881K -$1.59K -20 -0.2%
RCAG
313
Rehmann Capital Advisory Group
Michigan
$873K +$309K +3,897 +57%
BL
314
BFSG LLC
California
$871K -$146K -1,838 -15%
Cerity Partners
315
Cerity Partners
New York
$868K -$2.37M -29,843 -74%
HFS
316
HL Financial Services
Kentucky
$860K -$50.3K -634 -6%
CC
317
Courier Capital
New York
$858K -$20.2K -255 -2%
VNA
318
Valley National Advisers
Pennsylvania
$856K
WB
319
Webster Bank
Connecticut
$850K -$5.95K -75 -0.7%
AIA
320
AIMZ Investment Advisors
California
$839K +$66.2K +834 +9%
SHGA
321
Sand Hill Global Advisors
California
$836K -$9.84K -124 -1%
DDC
322
DF Dent & Co
Maryland
$826K
CFA
323
Cahill Financial Advisors
Minnesota
$816K +$317 +4 +0%
MJRIC
324
Mogy Joel R Investment Counsel
California
$811K
CIA
325
Covington Investment Advisors
Pennsylvania
$811K +$20.7K +261 +3%

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.