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Vanguard High Dividend Yield ETF
VYM

1,102 hedge funds and large institutions have $11.8B invested in Vanguard High Dividend Yield ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 482 increasing their positions, 351 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $67.9M | Put options by funds: $32.9M

89% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 54

37% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 351

11% more funds holding in top 10

Funds holding in top 10: 98 → 109 (+11)

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$775M)

3% more funds holding

Funds holding: 1,067 → 1,102 (+35)

0.58% more ownership

Funds ownership: 35.21% → 35.79% (+0.58%)

Holders
1,102
Holders Change
+35
Holders Change %
+3.28%
% of All Funds
19.35%
Holding in Top 10
109
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.22%
% of All Funds
1.91%
New
102
Increased
482
Reduced
351
Closed
54
Calls
$67.9M
Puts
$32.9M
Net Calls
+$35M
Net Calls Change
+$21.1M

Top Buyers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
+$871M
2
Charles Schwab
Charles Schwab
California
+$186M
3
HighTower Advisors
HighTower Advisors
Illinois
+$48M
4
Morgan Stanley
Morgan Stanley
New York
+$35.8M
5
CG
Colony Group
Massachusetts
+$35.8M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$671M
2
Bank of America
Bank of America
North Carolina
-$301M
3
USAA
United Services Automobile Association
Texas
-$103M
4
SS
Simplicity Solutions
Minnesota
-$31.6M
5
PFM
Parsec Financial Management
North Carolina
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
26
Financial Perspectives
Minnesota
$90.2M +$871M +9,031,950 +10,597%
KAS
27
Kestra Advisory Services
Texas
$85.7M +$7.83M +81,201 +11%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$82.4M +$4.11M +42,652 +6%
Osaic Holdings
29
Osaic Holdings
Arizona
$79.7M +$87.3K +905 +0.1%
JP Morgan Chase
30
JP Morgan Chase
New York
$77.1M +$23.8M +246,571 +48%
DADC
31
D.A. Davidson & Co
Montana
$68.1M +$1.43M +14,868 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$67.6M +$2.11M +21,890 +3%
HWA
33
HCR Wealth Advisors
California
$63.1M +$8.36M +86,690 +16%
CSIA
34
Charles Schwab Investment Advisory
California
$62.8M -$2.44M -25,280 -4%
WPW
35
Waldron Private Wealth
Pennsylvania
$60.1M -$307K -3,178 -0.5%
MML Investors Services
36
MML Investors Services
Massachusetts
$60M +$2.52M +26,134 +5%
NFC
37
Northeast Financial Consultants
Connecticut
$56.3M -$275K -2,854 -0.5%
Two Sigma Investments
38
Two Sigma Investments
New York
$54.3M +$3.9M +40,400 +8%
MWA
39
Martel Wealth Advisors
Washington
$53.5M +$1.38M +14,298 +3%
HighTower Advisors
40
HighTower Advisors
Illinois
$50.3M +$48M +497,489 New
CAN
41
Cetera Advisor Networks
California
$49M +$1.86M +19,259 +4%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$47.2M +$936K +9,699 +2%
RIM
43
Rakuten Investment Management
Japan
$44.4M +$5.37M +55,700 +15%
JIC
44
Joel Isaacson & Co
New York
$44.1M +$598K +6,196 +1%
M&T Bank
45
M&T Bank
New York
$42M -$1.88M -19,474 -4%
AWM
46
AE Wealth Management
Kansas
$40.8M +$979K +10,149 +3%
SPIA
47
Steward Partners Investment Advisory
New York
$40.5M +$6.93M +71,791 +22%
CG
48
Colony Group
Massachusetts
$39.2M +$35.8M +370,751 +2,202%
BOH
49
Bank of Hawaii
Hawaii
$38.8M +$5.16M +53,529 +16%
AP
50
Arlington Partners
Alabama
$36.6M +$2.91M +30,129 +9%
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VYM Hedge Fund Activity: Q1 2021 in Review

1,102 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2021, worth a combined $11.8B — up 7% from $11B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VYM positions and 54 closed out — a net gain of 48 holders — while 482 added to existing stakes and 351 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $871M. The largest seller was Raymond James & Associates, cutting an estimated $671M.

  • 1,102 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2021, up from 1,067 in Q4 2020.
  • Funds reported $11.8B of Vanguard High Dividend Yield ETF stock for Q1 2021, up 7% quarter-over-quarter.
  • 102 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2021 and 54 closed out, a net change of +48 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2021 was Financial Perspectives, an estimated $871M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2021 was Raymond James & Associates, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.