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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
SEM
476
Suncoast Equity Management
Florida
$276K -$29.8K -375 -10%
BC
477
Bartlett & Co
Ohio
$275K
RW
478
REDW Wealth
New Mexico
$274K -$23.4K -295 -8%
MFS
479
McNamara Financial Services
Massachusetts
$271K
EF
480
Empirical Finance
Pennsylvania
$269K
W
481
Wealthfront
California
$268K +$263K +3,308 New
OWM
482
Orgel Wealth Management
Wisconsin
$266K
LF
483
Lee Financial
Texas
$265K +$133K +1,670 +104%
TFCP
484
Twin Focus Capital Partners
Massachusetts
$264K -$17.5K -220 -6%
AB
485
AT Bancorp
Iowa
$263K
DPI
486
Diversified Portfolios Inc
Michigan
$257K
REMPR
487
Roof Eidam Maycock Peralta (REMP)
California
$257K
SC
488
Savant Capital
Illinois
$254K +$249K +3,133 New
WCWM
489
Wooster Corthell Wealth Management
Connecticut
$251K
TAIM
490
TD Ameritrade Investment Management
Nebraska
$251K +$42.1K +531 +21%
BAM
491
Berkshire Asset Management
Pennsylvania
$246K
BO
492
Bank OZK
Arkansas
$243K
DT
493
Diversified Trust
Tennessee
$243K
PI
494
Parkside Investments
Illinois
$243K
SA
495
SRH Advisors
Kansas
$241K
HB
496
Homrich & Berg
Georgia
$241K +$873 +11 +0.4%
GP
497
Girard Partners
Pennsylvania
$235K -$25K -315 -10%
HCM
498
Hollencrest Capital Management
California
$232K
NAMP
499
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$232K
GWM
500
Greenwich Wealth Management
Connecticut
$227K +$1.98K +25 +0.9%

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.