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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
Betterment LLC
351
Betterment LLC
New York
$665K -$1.98K -25 -0.3%
GJIC
352
Gamble Jones Investment Counsel
California
$665K +$414K +5,221 +175%
GC
353
Grimes & Company
Massachusetts
$662K -$48.9K -616 -7%
KWM
354
Kingsview Wealth Management
Oregon
$656K +$125K +1,580 +24%
BB
355
Busey Bank
Illinois
$654K
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$635K -$77.1K -971 -11%
CIA
357
Choate Investment Advisors
Massachusetts
$630K -$79 -1 -0%
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$628K +$714 +9 +0.1%
HIS
359
Horizon Investment Services
Indiana
$625K +$78.3K +987 +15%
Millennium Management
360
Millennium Management
New York
$623K -$305K -3,844 -33%
CFG
361
Citizens Financial Group
Rhode Island
$623K +$35.5K +447 +6%
EA
362
Efficient Advisors
Ohio
$622K +$1.75K +22 +0.3%
AIP
363
Almanack Investment Partners
Pennsylvania
$620K +$606K +7,642 New
BW
364
Bison Wealth
Georgia
$619K
ACP
365
Arcus Capital Partners
Georgia
$616K -$9.6K -121 -2%
BCP
366
Blue Chip Partners
Michigan
$612K +$22.9K +288 +4%
CMP
367
Courage Miller Partners
Virginia
$602K
EVM
368
Eaton Vance Management
Massachusetts
$602K +$5K +63 +0.9%
BJL
369
Brighton Jones LLC
Washington
$594K +$582K +7,331 New
Lido Advisors
370
Lido Advisors
California
$591K -$61.9K -780 -10%
CS
371
Credit Suisse
Switzerland
$583K +$571K +7,189 New
SIAS
372
Shine Investment Advisory Services
Colorado
$579K
B
373
Bailard
California
$579K +$15.9K +200 +3%
CL
374
Choreo LLC
Illinois
$576K -$221K -2,780 -28%
SSI
375
Scott & Selber Inc
Texas
$574K +$1.03K +13 +0.2%

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.