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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
Wellington Management Group
26
Wellington Management Group
Massachusetts
$40.2M +$18.1M +227,924 +85%
Stifel Financial
27
Stifel Financial
Missouri
$37.6M -$730K -9,195 -2%
IWA
28
Inspirion Wealth Advisors
Illinois
$37M +$977K +12,316 +3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$36.8M -$709K -8,928 -2%
JIC
30
Joel Isaacson & Co
New York
$34.1M -$281K -3,538 -0.8%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$34.1M +$4.05M +51,035 +14%
FWM
32
Focused Wealth Management
New York
$33M +$8.43M +106,274 +35%
ST
33
Smithfield Trust
Pennsylvania
$32.9M +$3.36M +42,319 +12%
HWA
34
HCR Wealth Advisors
California
$32.2M +$714K +9,001 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$32M +$372K +4,683 +1%
BFG
36
Bouchey Financial Group
New York
$31.8M +$807K +10,167 +3%
ECM
37
ETrade Capital Management
Virginia
$31.3M -$683K -8,608 -2%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$30.1M +$2M +25,262 +7%
BTS
39
BB&T Securities
Virginia
$25.8M +$4.59M +57,901 +22%
M&T Bank
40
M&T Bank
New York
$24.6M +$10.3M +130,250 +75%
AG
41
Advisor Group
Arizona
$23.5M +$776K +9,777 +3%
CLA
42
Cranberry Lake Advisors
Texas
$23.5M
PC
43
Permanens Capital
New York
$23.1M -$1.78M -22,482 -7%
PFM
44
Parsec Financial Management
North Carolina
$21.5M +$1.69M +21,236 +9%
PRS
45
Pinkerton Retirement Specialists
Idaho
$21.4M -$908K -11,447 -4%
OIM
46
Opus Investment Management
Massachusetts
$21.3M
SIC
47
Sigma Investment Counselors
Michigan
$21.2M +$274K +3,454 +1%
RFC
48
Regions Financial Corp
Alabama
$20.7M -$1.27M -16,032 -6%
PA
49
Pinnacle Associates
New York
$20.5M -$2.49M -31,328 -11%
FSA
50
Financial Sense Advisors
California
$20.3M +$405K +5,108 +2%

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.