We are live on ! Find out more
VYM icon

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
LI
401
LVZ Inc
Michigan
$428K -$42.1K -540 -9%
PCFFS
402
Pacific Center for Financial Services
California
$424K -$4.75K -61 -1%
CCM
403
Condor Capital Management
New Jersey
$421K
PCP
404
Proficio Capital Partners
Massachusetts
$418K -$98.1K -1,260 -19%
CPA
405
Capital Planning Advisors
California
$418K +$417K +5,352 New
SCM
406
Shelton Capital Management
Colorado
$413K +$38.9K +500 +10%
OC
407
Oarsman Capital
Wisconsin
$411K -$68.1K -874 -14%
IAMOG
408
Investors Asset Management of Georgia
Georgia
$409K
IP
409
Intellectus Partners
California
$406K +$405K +5,194 New
PS
410
Portfolio Solutions
Michigan
$403K -$11.1K -142 -3%
MAS
411
Madden Advisory Services
Florida
$403K
BBHC
412
Brown Brothers Harriman & Co
New York
$396K +$321K +4,121 +437%
TC
413
Telemus Capital
Michigan
$391K
State Street
414
State Street
Massachusetts
$386K +$384K +4,934 New
HSA
415
HBK Sorce Advisory
Pennsylvania
$384K +$85.1K +1,093 +29%
SWA
416
SFMG Wealth Advisors
Texas
$383K
MM
417
Meridian Management
Arkansas
$379K
T
418
Thomaspartners
Massachusetts
$377K -$11.7K -150 -3%
CAM
419
Covenant Asset Management
New Jersey
$374K
SFA
420
Sequoia Financial Advisors
Ohio
$374K +$1.17K +15 +0.3%
PL
421
Plancorp LLC
Missouri
$372K +$370K +4,754 New
EHPM
422
Emery Howard Portfolio Management
California
$370K +$2.73K +35 +0.7%
Comerica Bank
423
Comerica Bank
Texas
$367K -$1.17K -15 -0.3%
MSAM
424
Moloney Securities Asset Management
Missouri
$366K +$108K +1,387 +42%
AAS
425
Annex Advisory Services
Wisconsin
$363K -$18.9K -243 -5%

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.