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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
ABC
401
Associated Banc-Corp
Wisconsin
$1.52M +$415K +5,064 +37%
MAFM
402
Mid Atlantic Financial Management
Pennsylvania
$1.51M -$113K -1,384 -7%
KAH
403
Kathryn A. Hall
$1.5M +$306K +3,741 +25%
CIC
404
Carnegie Investment Counsel
Ohio
$1.49M -$121K -1,473 -7%
NG
405
Northstar Group
New York
$1.47M -$176K -2,145 -11%
AF
406
Advisornet Financial
Minnesota
$1.47M -$347K -4,240 -19%
CFG
407
Capstone Financial Group
Oklahoma
$1.47M -$128K -1,568 -8%
MHS
408
M Holdings Securities
Oregon
$1.45M -$101K -1,228 -6%
3F
409
360 Financial
Minnesota
$1.44M -$76.1K -929 -5%
PAMG
410
Patton Albertson Miller Group
Tennessee
$1.44M -$23.3K -285 -2%
CAL
411
Capital Analysts LLC
Pennsylvania
$1.44M -$33.7K -411 -2%
NSB
412
Norway Savings Bank
Maine
$1.42M +$177K +2,165 +14%
BOPW
413
Brandywine Oak Private Wealth
Pennsylvania
$1.42M +$44.8K +547 +3%
SCA
414
Snowden Capital Advisors
New York
$1.4M -$66.7K -814 -4%
SWM
415
SVA Wealth Management
Wisconsin
$1.4M
KFGK
416
Keystone Financial Group (Kentucky)
Kentucky
$1.39M +$37.8K +462 +3%
KIA
417
KCM Investment Advisors
California
$1.39M -$338K -4,124 -19%
AIP
418
Ahrens Investment Partners
Louisiana
$1.38M -$336K -4,100 -19%
HIS
419
Horizon Investment Services
Indiana
$1.37M +$46.6K +569 +3%
DTC
420
Davidson Trust Company
Washington
$1.36M -$24.9K -304 -2%
PI
421
PFS Investments
Georgia
$1.28M -$46K -562 -3%
BRWA
422
B. Riley Wealth Advisors
Florida
$1.28M -$23.7K -289 -2%
DAS
423
Dynamic Advisor Solutions
Arizona
$1.27M -$121K -1,482 -9%
PCM
424
Parsons Capital Management
Rhode Island
$1.26M +$109K +1,328 +9%
GAM
425
Gould Asset Management
California
$1.25M +$33.6K +410 +3%

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.