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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
TCM
551
Tradewinds Capital Management
Washington
$63K +$397 +5 +0.6%
MMG
552
Monetary Management Group
Missouri
$61K +$3.97K +50 +7%
WWM
553
Willingdon Wealth Management
North Carolina
$61K +$59.9K +755 New
OAM
554
Oppenheimer Asset Management
New York
$59K +$57.6K +726 New
HH
555
HWG Holdings
Texas
$57K -$50K -630 -47%
TWA
556
TCI Wealth Advisors
Arizona
$57K -$6.19K -78 -10%
RFA
557
Reilly Financial Advisors
California
$57K
BRC
558
Bell Rock Capital
Delaware
$56K +$556 +7 +1%
RWA
559
Ropes Wealth Advisors
Massachusetts
$54K
HDIM
560
Hanson & Doremus Investment Management
Vermont
$50K +$159 +2 +0.3%
HT
561
Heritage Trust
Oklahoma
$49K
TFA
562
Transamerica Financial Advisors
Florida
$49K +$47.1K +593 New
IWM
563
IHT Wealth Management
Illinois
$48K +$79 +1 +0.2%
WCM
564
Wealthcare Capital Management
Virginia
$47K +$45.7K +576 New
AssetMark Inc
565
AssetMark Inc
California
$44K
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$317 +4 +0.8%
EFSCE
567
Enterprise Financial Services Corp (EFSC)
Missouri
$42K
KF
568
Krilogy Financial
Missouri
$42K +$317 +4 +0.8%
CHC
569
City Holding Co
West Virginia
$41K
PAI
570
Pittenger & Anderson Inc
Nebraska
$41K
FA
571
Fortis Advisors
Pennsylvania
$41K +$39.7K +500 New
JCM
572
Jacobi Capital Management
Pennsylvania
$40K +$19.5K +246 +100%
EWM
573
Edge Wealth Management
New York
$39K
TC
574
Trust Company
Kansas
$37K
BC
575
Barnett & Company
Tennessee
$36K -$117K -1,470 -77%

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.