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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
WAM
526
Wealthspire Advisors (Maryland)
Maryland
$696K -$1.5M -18,254 -68%
LWAC
527
Laurel Wealth Advisors (California)
California
$694K +$64.5K +787 +10%
MJRIC
528
Mogy Joel R Investment Counsel
California
$693K +$16.4K +200 +2%
MWM
529
Madison Wealth Management
Ohio
$690K -$4.42K -54 -0.6%
WBC
530
West Branch Capital
Massachusetts
$689K +$54.4K +664 +8%
Daiwa Securities Group
531
Daiwa Securities Group
Japan
$688K +$418K +5,100 +150%
BWM
532
Baystate Wealth Management
Massachusetts
$685K
JIC
533
Johnson Investment Counsel
Ohio
$683K +$81.9K +1,000 +13%
W
534
WealthStone
Ohio
$682K -$1.91M -23,306 -73%
SW
535
StrongBox Wealth
Missouri
$681K -$5.82K -71 -0.8%
FLPIM
536
F.L. Putnam Investment Management
Massachusetts
$679K -$170K -2,080 -20%
KA
537
Klingman & Associates
New York
$676K
FFWA
538
FRG Family Wealth Advisors
Washington
$670K -$36.9K -450 -5%
WA
539
Wealth Alliance
New York
$669K -$23.3K -284 -3%
TYCC
540
Texas Yale Capital Corp
Florida
$664K -$153K -1,865 -19%
Charles Schwab
541
Charles Schwab
California
$663K +$52.7K +644 +9%
NEGWA
542
New England Guild Wealth Advisors
Connecticut
$659K
CFA
543
Carroll Financial Associates
North Carolina
$657K -$17.3K -211 -3%
SGK
544
Steigerwald Gordon & Koch
Virginia
$656K +$2.05K +25 +0.3%
SB
545
Strategic Blueprint
Georgia
$655K
CWM
546
Circle Wealth Management
New Jersey
$655K +$186K +2,267 +39%
Fiera Capital (Canada)
547
Fiera Capital (Canada)
Quebec, Canada
$642K -$143K -1,744 -18%
HR
548
Hayden Royal
North Carolina
$641K -$24.7K -301 -4%
SPA
549
Sentinel Pension Advisors
Massachusetts
$639K -$32.1K -392 -5%
OWP
550
Obermeyer Wealth Partners
Colorado
$636K +$60.8K +742 +10%

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.