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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
DCM
426
Donaldson Capital Management
Indiana
$1.25M -$28.3K -345 -2%
WCG
427
Weaver Consulting Group
California
$1.24M -$72.3K -883 -5%
KPWS
428
Kestra Private Wealth Services
Texas
$1.23M +$1.25M +15,248 New
FFS
429
Founders Financial Securities
Maryland
$1.23M +$1.25M +15,241 New
EVM
430
Eaton Vance Management
Massachusetts
$1.23M +$99.2K +1,211 +9%
NRI
431
NFP Retirement Inc
California
$1.22M +$49.9K +609 +4%
AIA
432
Ally Invest Advisors
North Carolina
$1.22M +$297K +3,626 +32%
GIA
433
Guyasuta Investment Advisors
Pennsylvania
$1.22M +$307K +3,750 +33%
TEE
434
Tibra Equities Europe
United Kingdom
$1.2M +$1.22M +14,836 New
PFG
435
PAX Financial Group
Texas
$1.2M -$57.6K -703 -5%
CBFP
436
Cedar Brook Financial Partners
Ohio
$1.2M -$50.7K -619 -4%
HSA
437
HBK Sorce Advisory
Pennsylvania
$1.19M -$74.6K -911 -6%
CIA
438
Covington Investment Advisors
Pennsylvania
$1.19M +$43.1K +526 +4%
MC
439
Miramar Capital
Illinois
$1.18M -$140K -1,705 -11%
CG
440
Colony Group
Massachusetts
$1.17M +$7.45K +91 +0.6%
ACI
441
Alpha Cubed Investments
California
$1.17M +$727K +8,878 +160%
MHR
442
Matthew Hamilton Rosenberg
$1.16M +$7.7K +94 +0.7%
BFA
443
Beacon Financial Advisory
Ohio
$1.15M -$94.4K -1,152 -8%
DCM
444
Dimension Capital Management
Florida
$1.14M
IRC
445
Investors Research Corp
Georgia
$1.13M +$3.77K +46 +0.3%
DI
446
DFPG Investments
Utah
$1.12M -$200K -2,442 -15%
LFM
447
Lumina Fund Management
New York
$1.11M
TA
448
Tiedemann Advisors
New York
$1.11M
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.1M -$2.95K -36 -0.3%
HTC
450
Haverford Trust Company
Pennsylvania
$1.1M -$191K -2,328 -15%

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.