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Vanguard High Dividend Yield ETF

704 hedge funds and large institutions have $5.52B invested in Vanguard High Dividend Yield ETF in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 241 increasing their positions, 266 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

24% more call options, than puts

Call options by funds: $8.87M | Put options by funds: $7.13M

2% more funds holding

Funds holding: 691704 (+13)

9% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 266

1.48% less ownership

Funds ownership: 28.8%27.32% (-1.5%)

4% less funds holding in top 10

Funds holding in top 10: 7875 (-3)

10% less capital invested

Capital invested by funds: $6.13B → $5.52B (-$610M)

Holders
704
Holders Change
+13
Holders Change %
+1.88%
% of All Funds
16.14%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.72%
New
63
Increased
241
Reduced
266
Closed
46
Calls
$8.87M
Puts
$7.13M
Net Calls
+$1.74M
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
IAMOG
501
Investors Asset Management of Georgia
Georgia
$366K
AWM
502
Aevitas Wealth Management
Massachusetts
$361K +$19.1K +222 +5%
DC
503
Derby & Company
Massachusetts
$357K +$72K +838 +24%
OC
504
Oarsman Capital
Wisconsin
$356K
AF
505
Affiance Financial
Minnesota
$353K
BCM
506
Brookmont Capital Management
Texas
$353K +$368K +4,280 New
CPO
507
Cerity Partners OCIO
New York
$352K +$52.7K +613 +17%
CSIC
508
Clifford Swan Investment Counsel
California
$351K
SHIM
509
Stone House Investment Management
Pennsylvania
$341K -$24.2K -281 -6%
WA
510
Wealthstar Advisors
Texas
$340K +$354K +4,122 New
Janus Henderson Group
511
Janus Henderson Group
United Kingdom
$337K -$742K -8,627 -68%
JGIA
512
Jackson Grant Investment Advisers
Connecticut
$334K
SPIA
513
Steward Partners Investment Advisory
New York
$334K +$262K +3,053 +305%
AWA
514
Arete Wealth Advisors
Illinois
$333K -$80.5K -936 -19%
AWM
515
AllSquare Wealth Management
New York
$328K -$32.2K -375 -9%
PSF
516
Pacific Sun Financial
California
$328K +$342K +3,975 New
RWA
517
River Wealth Advisors
Pennsylvania
$320K -$81.7K -950 -20%
WP
518
WealthShield Partners
North Carolina
$319K -$30.5K -355 -8%
MCTIC
519
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$319K
GLA
520
Good Life Advisors
Pennsylvania
$317K -$7.74K -90 -2%
AB
521
AT Bancorp
Iowa
$316K -$34K -395 -9%
AIP
522
Ameritas Investment Partners
Nebraska
$315K -$8.17K -95 -2%
OIWM
523
OptiFour Integrated Wealth Management
Virginia
$312K
SCM
524
Shelton Capital Management
Colorado
$312K
IC
525
InterOcean Capital
Illinois
$307K