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Vanguard High Dividend Yield ETF

929 hedge funds and large institutions have $8.97B invested in Vanguard High Dividend Yield ETF in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 356 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $27.7M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

5% more capital invested

Capital invested by funds: $8.52B → $8.97B (+$449M)

2% more funds holding in top 10

Funds holding in top 10: 9496 (+2)

1% more funds holding

Funds holding: 919929 (+10)

0.61% more ownership

Funds ownership: 33.34%33.94% (+0.61%)

2% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 356

Holders
929
Holders Change
+10
Holders Change %
+1.09%
% of All Funds
18.74%
Holding in Top 10
96
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.13%
% of All Funds
1.94%
New
80
Increased
348
Reduced
356
Closed
59
Calls
$46.3M
Puts
$27.7M
Net Calls
+$18.6M
Net Calls Change
+$8.07M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
301
IBEX Wealth Advisors
New Jersey
$2.83M +$94K +1,148 +3%
WCA
302
Windsor Creek Advisors
Vermont
$2.81M +$5.08K +62 +0.2%
MW
303
Marcum Wealth
Ohio
$2.79M -$42K -513 -1%
RGIA
304
Rainier Group Investment Advisory
Washington
$2.78M
ACG
305
Allen Capital Group
Nebraska
$2.75M +$341K +4,167 +15%
TAIM
306
TD Ameritrade Investment Management
Nebraska
$2.75M -$657K -8,018 -19%
CS
307
Credit Suisse
Switzerland
$2.74M
LIA
308
LBMC Investment Advisors
Tennessee
$2.71M +$164K +1,998 +6%
NWP
309
Northstar Wealth Partners
Connecticut
$2.68M +$202K +2,470 +8%
GEA
310
Glen Eagle Advisors
New Jersey
$2.67M +$80.9K +988 +3%
DWM
311
Doyle Wealth Management
Florida
$2.66M -$192K -2,342 -7%
FHC
312
First Horizon Corporation
Tennessee
$2.66M +$2.69M +32,843 New
VV
313
Verity & Verity
South Carolina
$2.64M +$461K +5,624 +21%
SP
314
SWS Partners
Ohio
$2.64M +$2.67M +32,651 New
Chevy Chase Trust
315
Chevy Chase Trust
Maryland
$2.6M -$92.6K -1,131 -3%
CPIA
316
Cornell Pochily Investment Advisors
New York
$2.57M -$60.1K -734 -2%
FA
317
FMA Advisory
Pennsylvania
$2.57M -$27.4K -334 -1%
CG
318
Caprock Group
Idaho
$2.57M +$133K +1,625 +5%
HAS
319
HBW Advisory Services
California
$2.55M +$613K +7,489 +31%
QCMNJ
320
Quantum Capital Management (New Jersey)
New Jersey
$2.53M -$53.8K -657 -2%
HI
321
Human Investing
Oregon
$2.53M +$1.42M +17,371 +125%
HR
322
Howe & Rusling
New York
$2.52M -$20.4K -249 -0.8%
BB
323
Busey Bank
Illinois
$2.51M -$35.1K -428 -1%
BBNA
324
Bremer Bank National Association
Minnesota
$2.51M -$482K -5,888 -16%
WB
325
West Bancorporation
Iowa
$2.45M -$599K -7,317 -19%

VYM Hedge Fund Activity: Q3 2020 in Review

929 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2020, worth a combined $8.97B — up 5.3% from $8.52B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VYM positions and 59 closed out — a net gain of 21 holders — while 348 added to existing stakes and 356 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $61.7M. The largest seller was Red Cedar Investment Management, exiting entirely with an estimated $15M sold.

  • 929 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2020, up from 919 in Q2 2020.
  • Funds reported $8.97B of Vanguard High Dividend Yield ETF stock for Q3 2020, up 5.3% quarter-over-quarter.
  • 80 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2020 and 59 closed out, a net change of +21 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2020 was United Services Automobile Association, an estimated $61.7M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2020 was Red Cedar Investment Management, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2020.