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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
TYCC
376
Texas Yale Capital Corp
Florida
$567K
CPA
377
Clear Perspective Advisors
Illinois
$563K
BAC
378
Boys Arnold & Co
North Carolina
$557K -$794 -10 -0.1%
GIA
379
Guyasuta Investment Advisors
Pennsylvania
$557K +$53.2K +670 +11%
DAS
380
Dynamic Advisor Solutions
Arizona
$556K -$145K -1,821 -21%
VHAM
381
Van Hulzen Asset Management
California
$555K +$544K +6,850 New
SBIA
382
Sheaff Brock Investment Advisors
Indiana
$550K +$3.81K +48 +0.7%
MC
383
Mathes Company
New York
$549K
BG
384
Bahl & Gaynor
Ohio
$547K +$15.9K +200 +3%
CCG
385
Chatham Capital Group
Georgia
$536K
GA
386
Geller Advisors
New York
$535K
SB
387
Simmons Bank
Arkansas
$535K +$524K +6,605 New
ZB
388
Zions Bancorporation
Utah
$524K -$331K -4,176 -39%
FNBSF
389
First National Bank Sioux Falls
South Dakota
$519K -$22.1K -278 -4%
Fiera Capital (Canada)
390
Fiera Capital (Canada)
Quebec, Canada
$518K
FEG
391
Financial Enhancement Group
Indiana
$516K +$53.3K +672 +12%
MIM
392
Marco Investment Management
Georgia
$511K
CRC
393
Curi RMB Capital
Illinois
$506K -$25.8K -325 -5%
PFS
394
Physicians Financial Services
North Carolina
$502K +$3.65K +46 +0.7%
CANC
395
Culbertson A N & Co
Virginia
$500K +$489K +6,163 New
RT
396
Reliance Trust
Georgia
$498K -$15.1K -190 -3%
SFWA
397
Summit Financial Wealth Advisors
Louisiana
$493K -$17.1K -216 -3%
FTIOP
398
Fiduciary Trust International of Pennsylvania
Pennsylvania
$484K +$121K +1,524 +34%
WA1
399
Wimmer Associates 1
California
$478K
LI
400
LVZ Inc
Michigan
$463K +$18.8K +237 +4%

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.