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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
WPW
501
Waldron Private Wealth
Pennsylvania
$210K -$69.3K -890 -25%
ISL
502
Ingalls & Snyder LLC
New York
$209K -$31.6K -406 -13%
TSS
503
Two Sigma Securities
New York
$208K +$207K +2,664 New
NFG
504
Next Financial Group
Texas
$207K +$31.5K +404 +18%
CCM
505
Catawba Capital Management
Virginia
$203K
MCM
506
McMillion Capital Management
North Carolina
$203K +$202K +2,591 New
TAIM
507
TD Ameritrade Investment Management
Nebraska
$201K -$144K -1,852 -42%
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$192K -$38.9K -500 -17%
CG
509
Cutler Group
California
$180K +$46.7K +600 +35%
AIM
510
Arcadia Investment Management
Michigan
$172K +$62.6K +804 +58%
BFEC
511
Benjamin F. Edwards & Company
Missouri
$165K +$1.79K +23 +1%
EDRH
512
Edmond de Rothschild Holding
Switzerland
$156K -$38.2K -490 -20%
FCMT
513
Founders Capital Management (Texas)
Texas
$154K +$234 +3 +0.2%
MCM
514
MV Capital Management
Maryland
$151K
CCM
515
Cribstone Capital Management
Maine
$151K +$78 +1 +0.1%
BC
516
Barnett & Company
Tennessee
$149K -$22.6K -290 -13%
VIA
517
Vantage Investment Advisors
Pennsylvania
$148K +$3.89K +50 +3%
BWA
518
Burt Wealth Advisors
Maryland
$146K
BlackRock
519
BlackRock
New York
$131K +$156 +2 +0.1%
CAL
520
Capital Advisors Ltd
Ohio
$130K
LF
521
Lee Financial
Texas
$125K +$125K +1,600 New
BTIS
522
BB&T Investment Services
North Carolina
$118K -$18.5K -238 -14%
JGIA
523
Jackson Grant Investment Advisers
Connecticut
$115K
MA
524
MCF Advisors
Kentucky
$114K +$857 +11 +0.8%
FC
525
Ferris Capital
Massachusetts
$106K +$105K +1,350 New

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.