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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
WA
551
Wambolt & Associates
Colorado
$634K -$82.8K -1,011 -11%
CFB
552
Cullen/Frost Bankers
Texas
$634K +$187K +2,278 +41%
GWM
553
Gray Wealth Management
Maine
$628K -$30.3K -370 -5%
AWA
554
Arkadios Wealth Advisors
Georgia
$626K -$1.8K -22 -0.3%
MWM
555
Modera Wealth Management
New Jersey
$625K +$27.3K +333 +5%
TFA
556
Tobias Financial Advisors
Florida
$622K
BL
557
BFSG LLC
California
$614K -$142K -1,735 -19%
EWA
558
EP Wealth Advisors
California
$613K +$620K +7,569 New
CB
559
Cadence Bank
Mississippi
$612K +$25.8K +315 +4%
EA
560
Efficient Advisors
Ohio
$606K -$14.6K -178 -2%
SAM
561
Secure Asset Management
Michigan
$603K -$63.2K -772 -9%
KA
562
Kovack Advisors
Florida
$597K +$7.45K +91 +1%
FGA
563
Fortis Group Advisors
New Jersey
$593K +$601K +7,333 New
CHJWM
564
Carlton Hofferkamp & Jenks Wealth Management
Texas
$592K +$75.5K +922 +16%
CPO
565
Cerity Partners OCIO
New York
$588K +$3.85K +47 +0.7%
CMP
566
Courage Miller Partners
Virginia
$583K
GC
567
Grimes & Company
Massachusetts
$575K +$54K +659 +10%
GG
568
Gofen & Glossberg
Illinois
$570K
BCA
569
Bay Colony Advisors
Massachusetts
$563K +$18.1K +221 +3%
CIC
570
Cornercap Investment Counsel
Georgia
$561K +$568K +6,930 New
LPT
571
Legacy Private Trust
Wisconsin
$556K -$4.09K -50 -0.7%
NAS
572
Nicolet Advisory Services
Wisconsin
$555K -$55.4K -677 -9%
SCM
573
SOL Capital Management
Maryland
$552K +$10.2K +125 +2%
RG
574
Retirement Group
California
$551K
PFWA
575
Paces Ferry Wealth Advisors
Georgia
$546K +$553K +6,746 New

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.