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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
EWA
501
Evolution Wealth Advisors
Florida
$814K
DDC
502
DF Dent & Co
Maryland
$811K +$41.3K +504 +5%
CFA
503
Cahill Financial Advisors
Minnesota
$805K +$66.8K +816 +9%
CC
504
Courier Capital
New York
$797K -$32.1K -392 -4%
AWM
505
Altium Wealth Management
New York
$796K +$23.4K +286 +3%
SSI
506
Scott & Selber Inc
Texas
$786K +$42.3K +516 +6%
EW
507
Evoke Wealth
California
$782K +$4.5K +55 +0.6%
CCP
508
Corient Capital Partners
California
$782K +$365K +4,462 +86%
WB
509
Webster Bank
Connecticut
$780K -$7.95K -97 -1%
BFG
510
Bouchey Financial Group
New York
$778K -$73.7K -900 -9%
ACM
511
Anfield Capital Management
California
$777K
HFA
512
HC Financial Advisors
California
$771K +$780K +9,519 +135,986%
MNG
513
Manning & Napier Group
New York
$769K
MCM
514
Maryland Capital Management
Maryland
$767K -$34.8K -425 -4%
TI
515
tru Independence
Oregon
$765K +$113K +1,375 +17%
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$750K +$6.72K +82 +0.9%
AIA
517
AIMZ Investment Advisors
California
$745K -$168K -2,057 -18%
BCP
518
Blue Chip Partners
Michigan
$744K -$27.6K -337 -4%
SC
519
Savant Capital
Illinois
$729K -$196K -2,394 -21%
TFS
520
Thoroughbred Financial Services
Tennessee
$728K -$98.1K -1,198 -12%
GPFA
521
Game Plan Financial Advisors
Ohio
$728K +$737K +9,000 New
TW
522
Transform Wealth
Colorado
$719K +$164 +2 +0%
Betterment LLC
523
Betterment LLC
New York
$718K +$1.8K +22 +0.2%
AWM
524
Aprio Wealth Management
Georgia
$701K
PPP
525
Private Portfolio Partners
New Jersey
$700K -$18K -220 -2%

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.