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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
PL
426
Plancorp LLC
Missouri
$385K
MGIA
427
Matthew Goff Investment Advisor
Texas
$382K +$374K +4,710 New
BTIS
428
BB&T Investment Services
North Carolina
$381K +$252K +3,170 +210%
Comerica Bank
429
Comerica Bank
Texas
$380K -$3.81K -48 -1%
AWA
430
Arete Wealth Advisors
Illinois
$378K +$370K +4,657 New
HSA
431
HBK Sorce Advisory
Pennsylvania
$377K -$20.6K -259 -5%
BAM
432
Belpointe Asset Management
Nevada
$377K +$369K +4,652 New
PWAP
433
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$374K +$63.6K +801 +21%
HR
434
Howe & Rusling
New York
$373K +$2.7K +34 +0.7%
MCTIC
435
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$366K
BDF
436
Balasa Dinverno & Foltz
$365K
FFSOTS
437
Fiduciary Financial Services of The Southwest
Texas
$365K +$90.5K +1,140 +34%
KA
438
Klingman & Associates
New York
$363K
ATC
439
Argent Trust Co
Tennessee
$357K +$108K +1,362 +45%
APCM
440
Alaska Permanent Capital Management
Alaska
$356K
SHIM
441
Stone House Investment Management
Pennsylvania
$356K +$2.46K +31 +0.7%
T
442
Thomaspartners
Massachusetts
$353K -$36.5K -460 -10%
WA
443
Wealth Architects
California
$353K +$41.6K +524 +14%
CT
444
Coastline Trust
Rhode Island
$352K +$30.2K +380 +10%
MSAM
445
Moloney Securities Asset Management
Missouri
$348K -$30.1K -379 -8%
AF
446
Affiance Financial
Minnesota
$347K
PAG
447
Pinnacle Advisory Group
Maryland
$345K +$1.59K +20 +0.5%
Truist Financial
448
Truist Financial
North Carolina
$342K
BCM
449
Brookmont Capital Management
Texas
$342K +$22K +277 +7%
CPA
450
Court Place Advisors
Maryland
$339K +$3.25K +41 +1%

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.