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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
IFA
451
Interactive Financial Advisors
Illinois
$1.07M -$22.9K -280 -2%
PCFFS
452
Pacific Center for Financial Services
California
$1.07M +$97.3K +1,188 +10%
GCM
453
Gables Capital Management
Florida
$1.06M
IWAG
454
Integer Wealth Advisors Group
Georgia
$1.05M +$223K +2,726 +27%
IP
455
Intellectus Partners
California
$1.05M +$791K +9,661 +289%
CHA
456
Carmichael Hill & Associates
Maryland
$1.05M +$27.5K +336 +3%
OFG
457
Oxford Financial Group
Indiana
$1.04M -$349K -4,255 -25%
DWM
458
Darwin Wealth Management
Florida
$1.03M -$1.14M -13,871 -52%
ACA
459
Ackerman Capital Advisors
Texas
$1.03M
SAM
460
SP Asset Management
California
$1.02M +$1M +12,268 New
NCM
461
Novare Capital Management
North Carolina
$1.02M -$168K -2,050 -14%
VNA
462
Valley National Advisers
Pennsylvania
$1.02M +$573 +7 +0.1%
ANTB
463
AMG National Trust Bank
Colorado
$1.02M +$626K +7,641 +153%
ACM
464
Advisors Capital Management
New Jersey
$1.01M -$34.7K -424 -3%
PWM
465
Peterson Wealth Management
Nevada
$1.01M -$254K -3,106 -20%
Vanguard Group
466
Vanguard Group
Pennsylvania
$1M -$15.9K -194 -2%
AA
467
Ancora Advisors
Ohio
$998K +$1.23K +15 +0.1%
NP
468
NorthRock Partners
Minnesota
$990K +$932K +11,378 +1,552%
CFO
469
CVA Family Office
Colorado
$976K +$39.1K +477 +4%
COF
470
Capital One Financial
Virginia
$967K -$656K -8,006 -40%
LP
471
LGL Partners
Pennsylvania
$953K
JSL
472
JT Stratford LLC
Georgia
$948K -$54.3K -663 -5%
PSF
473
Pacific Sun Financial
California
$948K -$13.1K -160 -1%
APSP
474
Asset Planning Services (Pennsylvania)
Pennsylvania
$947K -$252K -3,074 -21%
FFA
475
Fragasso Financial Advisors
Pennsylvania
$941K -$37.7K -460 -4%

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.