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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
FCFS
376
First Command Financial Services
Texas
$1.76M -$362K -4,419 -17%
T
377
TRUADVICE
Florida
$1.75M +$1.73M +21,131 New
WWM
378
Western Wealth Management
Colorado
$1.75M -$36.9K -451 -2%
RIG
379
Roosevelt Investment Group
New York
$1.75M +$22.3K +272 +1%
WTC
380
WhitTier Trust Company
Nevada
$1.71M
PTP
381
Platform Technology Partners
New York
$1.7M
RFA
382
Radnor Financial Advisors
Pennsylvania
$1.69M
OWM
383
Opes Wealth Management
California
$1.69M -$108K -1,318 -6%
RC
384
Roundview Capital
New Jersey
$1.68M +$177K +2,156 +12%
BF
385
BOK Financial
Oklahoma
$1.68M -$150K -1,829 -8%
FPB
386
First PREMIER Bank
South Dakota
$1.68M +$171K +2,083 +11%
OMC
387
Old Mission Capital
Illinois
$1.67M -$1.15M -14,052 -40%
GT
388
Glenview Trust
Kentucky
$1.66M +$288K +3,511 +21%
B
389
Bailard
California
$1.64M +$1.02M +12,436 +160%
HKIM
390
Hayek Kallen Investment Management
Alabama
$1.63M +$10.6K +130 +0.6%
Renaissance Technologies
391
Renaissance Technologies
New York
$1.63M +$1.13M +13,800 +219%
WKWM
392
Walter & Keenan Wealth Management
Indiana
$1.57M +$172K +2,100 +12%
CWM
393
Cornerstone Wealth Management
Missouri
$1.55M -$77.6K -947 -5%
CWM
394
Connecticut Wealth Management
Connecticut
$1.55M -$240K -2,935 -13%
BAM
395
Belpointe Asset Management
Nevada
$1.54M -$4.75K -58 -0.3%
OPS
396
Orion Portfolio Solutions
Nebraska
$1.53M +$222K +2,705 +17%
GWM
397
Geneos Wealth Management
Colorado
$1.53M -$25.2K -308 -2%
FC
398
FCA Corp
Texas
$1.53M +$123K +1,504 +9%
AWM
399
Atticus Wealth Management
Florida
$1.52M -$572K -6,983 -27%
VF
400
Virtu Financial
New York
$1.52M -$1.07M -13,094 -41%

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.