We are live on ! Find out more
VYM icon

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
CSIC
451
Clifford Swan Investment Counsel
California
$337K
Schroder Investment Management Group
452
Schroder Investment Management Group
United Kingdom
$334K +$26.2K +330 +9%
BSW
453
Buckingham Strategic Wealth
Missouri
$330K -$8.17K -103 -2%
SHJ
454
Sharkey, Howes & Javer
Colorado
$330K
FAM
455
Formidable Asset Management
Ohio
$329K
GLA
456
Good Life Advisors
Pennsylvania
$325K -$3.57K -45 -1%
AIP
457
Ameritas Investment Partners
Nebraska
$318K
AFG
458
American Financial Group
Ohio
$316K
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$316K +$2.22K +28 +0.7%
Wolverine Trading
460
Wolverine Trading
Illinois
$307K -$805K -10,147 -73%
SCM
461
Shelton Capital Management
Colorado
$307K -$119K -1,500 -28%
CC
462
Cognios Capital
Kansas
$307K -$14.9K -188 -5%
WB
463
WesBanco Bank
West Virginia
$307K +$30.6K +385 +11%
CCT
464
Chemung Canal Trust
New York
$307K +$300K +3,786 New
NSIM
465
North Star Investment Management
Illinois
$306K +$2.06K +26 +0.7%
MM
466
Main Management
California
$300K -$7.94K -100 -3%
IC
467
InterOcean Capital
Illinois
$297K +$291K +3,662 New
AWM
468
AllSquare Wealth Management
New York
$295K -$46.3K -583 -14%
SI
469
Stephens Inc
Arkansas
$294K -$8.02K -101 -3%
WPP
470
Whalerock Point Partners
Rhode Island
$294K
EC
471
Estate Counselors
Wisconsin
$292K
CPO
472
Cerity Partners OCIO
New York
$292K +$4.6K +58 +2%
EFS
473
Essex Financial Services
Connecticut
$291K -$2.41M -30,411 -89%
MC
474
Moors & Cabot
Massachusetts
$291K -$13.9K -175 -5%
PCP
475
Proficio Capital Partners
Massachusetts
$276K -$148K -1,860 -35%

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.