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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
HT
551
Heritage Trust
Oklahoma
$47K
AssetMark Inc
552
AssetMark Inc
California
$42K
EFSCE
553
Enterprise Financial Services Corp (EFSC)
Missouri
$41K
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$312 +4 +0.8%
KF
555
Krilogy Financial
Missouri
$40K +$545 +7 +1%
CHC
556
City Holding Co
West Virginia
$39K
PAI
557
Pittenger & Anderson Inc
Nebraska
$39K
EWM
558
Edge Wealth Management
New York
$38K
CT
559
Clearstead Trust
Maine
$37K +$36.6K +470 New
TC
560
Trust Company
Kansas
$36K
WA
561
WFG Advisors
Texas
$35K +$6K +77 +21%
HNB
562
Huntington National Bank
Ohio
$27K
MFW
563
Mosaic Family Wealth
Missouri
$27K
TF
564
Tompkins Financial
New York
$27K +$27.3K +350 New
LWM
565
Lenox Wealth Management
Ohio
$26K -$78 -1 -0.3%
MWM
566
MinichMacGregor Wealth Management
New York
$22K
HCC
567
Hirtle Callaghan & Co
Pennsylvania
$21K -$40.8K -524 -66%
JCM
568
Jacobi Capital Management
Pennsylvania
$19K +$19.1K +245 New
EWM
569
Evercore Wealth Management
New York
$18K
CDIA
570
Capital Directions Investment Advisors
Georgia
$18K +$17.9K +230 New
SNT
571
Security National Trust
West Virginia
$16K
AOWM
572
Alpha Omega Wealth Management
Virginia
$15K -$156 -2 -1%
SSB
573
Sandy Spring Bank
Maryland
$13K -$12.5K -160 -49%
DOA
574
D'Orazio & Associates
Virginia
$10K +$10.1K +130 New
AC
575
Alexandria Capital
Virginia
$8K

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.