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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
ADL
476
Asset Dedication LLC
California
$939K +$225K +2,748 +31%
RMAM
477
Raab & Moskowitz Asset Management
New Jersey
$938K +$376K +4,590 +65%
IC
478
IEQ Capital
California
$934K -$877K -10,707 -48%
JWBC
479
J.W. Burns & Co
New York
$933K -$1.64K -20 -0.2%
SMM
480
Stadion Money Management
Georgia
$931K
AFP
481
Ausdal Financial Partners
Iowa
$931K +$442K +5,393 +88%
IAMOG
482
Investors Asset Management of Georgia
Georgia
$924K +$67.6K +825 +8%
CFS
483
Cannon Financial Strategists
Georgia
$914K +$14.3K +175 +2%
CCFM
484
Clear Creek Financial Management
Washington
$910K +$8.93K +109 +1%
AWCI
485
Alpine Woods Capital Investors
New York
$906K
Franklin Resources
486
Franklin Resources
California
$897K +$64.3K +785 +8%
SFS
487
Sowell Financial Services
Arkansas
$895K -$91K -1,111 -9%
BHBT
488
Burke & Herbert Bank & Trust
Virginia
$887K +$54.6K +667 +6%
TCBWMS
489
Texas Capital Bank Wealth Management Services
Texas
$863K +$70.3K +858 +9%
LB
490
Leo Brokerage
Texas
$862K +$896K +10,937 New
NAMP
491
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$861K +$182K +2,225 +26%
LIM
492
Leavell Investment Management
Alabama
$855K
MFW
493
Meristem Family Wealth
Minnesota
$842K
ESB
494
Essex Savings Bank
Connecticut
$840K +$49.9K +609 +6%
CSPIA
495
Cary Street Partners Investment Advisory
Virginia
$839K +$849K +10,363 New
ZCM
496
Ziegler Capital Management
Illinois
$836K
MA
497
MCF Advisors
Kentucky
$832K +$19.7K +241 +2%
PCM
498
Poehling Capital Management
Wisconsin
$828K -$1.97K -24 -0.2%
FI
499
Financial Insights
Washington
$823K +$790K +9,649 +1,845%
SWA
500
Stratos Wealth Advisors
Ohio
$816K +$338K +4,125 +69%

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.