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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
BWA
576
BDO Wealth Advisors
Florida
$8K +$7.55K +97 New
FFW
577
Fusion Family Wealth
New York
$5K
GBBWRPM
578
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K
GWS
579
Glassman Wealth Services
Virginia
$4K
GI
580
Gradient Investments
Minnesota
$3K -$49.7K -638 -94%
FA
581
FMA Advisory
Pennsylvania
$2.86K -$309K -3,969 -10%
TIM
582
Tortoise Investment Management
New York
$2K
FAM
583
Flaharty Asset Management
Florida
$760 -$744K -9,549 -100%
IWM
584
IHT Wealth Management
Illinois
$311 +$7.87K +101 +21%
NMIFOAC
585
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$101M -1,307,000 Closed
FWP
586
Fiduciary Wealth Partners
Massachusetts
-$11M -141,809 Closed
WFWM
587
Wechter Feldman Wealth Management
New Jersey
-$8.89M -114,555 Closed
IAA
588
Independent Advisor Alliance
North Carolina
-$3.17M -40,908 Closed
AL
589
Aspiriant LLC
California
-$2.09M -26,880 Closed
CS
590
Credit Suisse
Switzerland
-$1.55M -20,022 Closed
SIC
591
Salem Investment Counselors
North Carolina
-$960K -12,413 Closed
TW
592
Transform Wealth
Colorado
-$930K -11,980 Closed
SIA
593
Spruce Investment Advisors
Connecticut
-$868K -11,175 Closed
CAMG
594
CWA Asset Management Group
Florida
-$737K -9,486 Closed
CLOS
595
Compagnie Lombard Odier SCmA
Switzerland
-$460K -5,920 Closed
ZIC
596
ZWJ Investment Counsel
Georgia
-$302K -3,883 Closed
11A
597
10-15 Associates
New York
-$272K -3,508 Closed
AP
598
Appleton Partners
Massachusetts
-$262K -3,372 Closed
BWL
599
Bogart Wealth LLC
Virginia
-$262K -3,372 Closed
RSA
600
Robertson Stephens Advisors
California
-$258K -3,326 Closed

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.