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
AFG
451
American Financial Group
Ohio
$305K +$304K +3,903 New
WSTAM
452
Wilbanks Smith & Thomas Asset Management
Virginia
$302K -$17.6K -226 -6%
MBT
453
Montecito Bank & Trust
California
$301K -$274K -3,520 -48%
WA
454
Wealth Architects
California
$298K
PG
455
Patten Group
Tennessee
$298K +$142K +1,824 +95%
PWAP
456
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$298K +$297K +3,818 New
MM
457
Main Management
California
$297K -$3.89K -50 -1%
Schroder Investment Management Group
458
Schroder Investment Management Group
United Kingdom
$296K +$62.7K +805 +27%
SEM
459
Suncoast Equity Management
Florida
$295K +$294K +3,775 New
NSIM
460
North Star Investment Management
Illinois
$293K +$2.02K +26 +0.7%
MC
461
Moors & Cabot
Massachusetts
$292K +$42.5K +546 +17%
SI
462
Stephens Inc
Arkansas
$291K +$23.2K +298 +9%
RW
463
REDW Wealth
New Mexico
$287K -$168K -2,162 -37%
BSAM
464
Blue Sky Asset Management
Colorado
$283K -$378K -4,851 -57%
WPP
465
Whalerock Point Partners
Rhode Island
$283K -$11.7K -150 -4%
EC
466
Estate Counselors
Wisconsin
$281K -$8.18M -105,090 -97%
PCM
467
Penserra Capital Management
California
$278K -$271K -3,484 -49%
CPO
468
Cerity Partners OCIO
New York
$277K +$4.67K +60 +2%
TFCP
469
Twin Focus Capital Partners
Massachusetts
$272K -$7.71K -99 -3%
1GA
470
1st Global Advisors
Texas
$271K
HF
471
HRT Financial
New York
$271K +$270K +3,470 New
WB
472
WesBanco Bank
West Virginia
$266K +$63.9K +821 +32%
BC
473
Bartlett & Co
Ohio
$265K -$39.7K -510 -13%
FFSOTS
474
Fiduciary Financial Services of The Southwest
Texas
$263K -$4.67K -60 -2%
MFS
475
McNamara Financial Services
Massachusetts
$262K

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.