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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
CG
326
Caprock Group
Idaho
$769K +$4.75K +61 +0.6%
CIA
327
Covington Investment Advisors
Pennsylvania
$761K -$18.1K -232 -2%
PFS
328
Prospera Financial Services
Texas
$757K +$77.1K +990 +11%
AIA
329
AIMZ Investment Advisors
California
$744K -$12.5K -160 -2%
GG
330
Gofen & Glossberg
Illinois
$743K
VV
331
Verity & Verity
South Carolina
$730K -$18.7K -240 -3%
PJSIMP
332
P.J. Schmidt Investment Management (PJS)
Wisconsin
$727K +$37.1K +476 +5%
B
333
Bellecapital
Switzerland
$713K
RIA
334
Regal Investment Advisors
Michigan
$711K -$32.7K -420 -4%
SCM
335
SOL Capital Management
Maryland
$711K
GIM
336
Greystone Investment Management
Ohio
$707K +$10.5K +135 +2%
ACM
337
AUA Capital Management
Pennsylvania
$703K -$26.5K -340 -4%
BF
338
BOK Financial
Oklahoma
$698K +$237K +3,044 +52%
MWM
339
Meridian Wealth Management
Kentucky
$690K +$29.2K +375 +4%
WC
340
Whitnell & Co
Illinois
$689K
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$688K -$3.27K -42 -0.5%
GC
342
Grimes & Company
Massachusetts
$686K -$72.5K -931 -10%
MCM
343
Maryland Capital Management
Maryland
$686K
AAM
344
Aureus Asset Management
Massachusetts
$679K
DAS
345
Dynamic Advisor Solutions
Arizona
$678K -$6.23K -80 -0.9%
WCF
346
West Coast Financial
California
$651K -$100K -1,290 -13%
Betterment LLC
347
Betterment LLC
New York
$643K -$857 -11 -0.1%
BB
348
Busey Bank
Illinois
$630K
NSB
349
Norway Savings Bank
Maine
$630K +$20.3K +260 +3%
RCM
350
RB Capital Management
Nevada
$628K -$24.1K -310 -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.