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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
EF
476
Empirical Finance
Pennsylvania
$259K
OWM
477
Orgel Wealth Management
Wisconsin
$257K -$34.8K -447 -12%
AB
478
AT Bancorp
Iowa
$254K +$253K +3,250 New
GP
479
Girard Partners
Pennsylvania
$251K +$9.81K +126 +4%
DPI
480
Diversified Portfolios Inc
Michigan
$247K
REMPR
481
Roof Eidam Maycock Peralta (REMP)
California
$247K
WCWM
482
Wooster Corthell Wealth Management
Connecticut
$242K
ATC
483
Argent Trust Co
Tennessee
$238K -$210K -2,699 -47%
BAM
484
Berkshire Asset Management
Pennsylvania
$237K
NB
485
NBT Bank
New York
$236K +$236K +3,030 New
FG
486
Fiduciary Group
Georgia
$234K -$10.8K -139 -4%
DT
487
Diversified Trust
Tennessee
$234K
SGCA
488
Steel Grove Capital Advisors
Tennessee
$234K
BO
489
Bank OZK
Arkansas
$234K +$234K +3,000 New
PI
490
Parkside Investments
Illinois
$234K +$234K +3,000 New
GJIC
491
Gamble Jones Investment Counsel
California
$233K +$232K +2,982 New
SA
492
SRH Advisors
Kansas
$232K
HB
493
Homrich & Berg
Georgia
$231K +$19.7K +253 +9%
JDR
494
Jay D. Rosenbaum
$227K
HCM
495
Hollencrest Capital Management
California
$224K
NAMP
496
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$223K
ERIM
497
Eagle Ridge Investment Management
Connecticut
$222K -$51.8K -665 -19%
PHAM
498
Palisades Hudson Asset Management
Florida
$221K +$221K +2,833 New
PMFA
499
Plante Moran Financial Advisors
Michigan
$218K
GWM
500
Greenwich Wealth Management
Connecticut
$217K

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.