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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
HIS
376
Horizon Investment Services
Indiana
$526K +$18.8K +242 +4%
FNBSF
377
First National Bank Sioux Falls
South Dakota
$522K -$13.2K -170 -2%
CCG
378
Chatham Capital Group
Georgia
$517K -$15.6K -200 -3%
GA
379
Geller Advisors
New York
$516K
CRC
380
Curi RMB Capital
Illinois
$513K +$511K +6,562 New
BG
381
Bahl & Gaynor
Ohio
$512K +$1.95K +25 +0.4%
KWM
382
Kingsview Wealth Management
Oregon
$509K -$7.09K -91 -1%
Fiera Capital (Canada)
383
Fiera Capital (Canada)
Quebec, Canada
$498K
RT
384
Reliance Trust
Georgia
$495K
SFWA
385
Summit Financial Wealth Advisors
Louisiana
$493K -$7.94K -102 -2%
MIM
386
Marco Investment Management
Georgia
$492K
GIA
387
Guyasuta Investment Advisors
Pennsylvania
$484K
PFS
388
Physicians Financial Services
North Carolina
$480K -$12.9K -165 -3%
FIM
389
Frontier Investment Management
Texas
$475K +$473K +6,076 New
GAG
390
GM Advisory Group
New York
$474K +$472K +6,060 New
MLM
391
Mount Lucas Management
Pennsylvania
$473K +$26.4K +339 +6%
SG
392
StoneX Group
New York
$464K +$463K +5,940 New
WA1
393
Wimmer Associates 1
California
$461K -$14.4K -185 -3%
CWM
394
Concert Wealth Management
California
$460K -$220K -2,829 -33%
SFSIG
395
San Francisco Sentry Investment Group
California
$460K +$459K +5,891 New
OWD
396
Osborn Williams & Donohoe
Ohio
$453K -$23.4K -300 -5%
FEG
397
Financial Enhancement Group
Indiana
$445K -$8.24M -105,833 -95%
WI
398
WrapManager Inc
California
$445K -$10.4K -134 -2%
EWA
399
Exencial Wealth Advisors
Oklahoma
$436K -$4.75K -61 -1%
NFG
400
Nations Financial Group
Iowa
$436K +$467 +6 +0.1%

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.