We are live on ! Find out more
VYM icon

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
CCM
526
Cribstone Capital Management
Maine
$156K
MCM
527
MV Capital Management
Maryland
$156K
PG
528
Patten Group
Tennessee
$153K -$148K -1,862 -50%
BWA
529
Burt Wealth Advisors
Maryland
$152K
SG Americas Securities
530
SG Americas Securities
New York
$151K -$676K -8,524 -82%
FCMT
531
Founders Capital Management (Texas)
Texas
$150K -$9.92K -125 -6%
JGIA
532
Jackson Grant Investment Advisers
Connecticut
$145K +$24.8K +313 +21%
YWP
533
YorkBridge Wealth Partners
New York
$140K +$46.8K +590 +52%
CAL
534
Capital Advisors Ltd
Ohio
$135K
MA
535
MCF Advisors
Kentucky
$119K +$873 +11 +0.8%
BlackRock
536
BlackRock
New York
$112K -$23.8K -300 -18%
ANBT
537
American National Bank & Trust
Texas
$109K
CFN
538
Cordasco Financial Network
Florida
$106K
BSAM
539
Blue Sky Asset Management
Colorado
$93K -$191K -2,403 -66%
Toronto Dominion Bank
540
Toronto Dominion Bank
Ontario, Canada
$89K
CWM
541
Cranbrook Wealth Management
Michigan
$88K
SPIA
542
Steward Partners Investment Advisory
New York
$88K +$79 +1 +0.1%
BBHC
543
Brown Brothers Harriman & Co
New York
$76K -$327K -4,121 -81%
WAP
544
Wealthcare Advisory Partners
Pennsylvania
$74K +$72.1K +909 New
HNB
545
Huntington National Bank
Ohio
$72K
MWM
546
Mascoma Wealth Management
New Hampshire
$71K
CG
547
Cutler Group
California
$64K -$120K -1,510 -65%
OSNBOA
548
Old Second National Bank of Aurora
Illinois
$64K
AIM
549
Advantage Investment Management
Iowa
$64K +$14K +176 +28%
WEC
550
Winslow Evans & Crocker
Massachusetts
$63.9K -$36K -454 -37%

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.