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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
CFA
576
Carroll Financial Associates
North Carolina
$36K -$48.8K -615 -58%
LIA
577
LS Investment Advisors
Michigan
$33K +$32.1K +404 New
GI
578
GS Investments
Minnesota
$32.4K -$16.3K -205 -34%
GAM
579
Gemmer Asset Management
California
$29K +$28.1K +354 New
TF
580
Tompkins Financial
New York
$28K
LWM
581
Lenox Wealth Management
Ohio
$26K
EWM
582
Endurance Wealth Management
Rhode Island
$24K +$23.8K +300 New
MWM
583
MinichMacGregor Wealth Management
New York
$23K
NIC
584
Northwest Investment Counselors
Oregon
$23K +$22.9K +288 New
HCC
585
Hirtle Callaghan & Co
Pennsylvania
$22K
EWM
586
Evercore Wealth Management
New York
$19K
CDIA
587
Capital Directions Investment Advisors
Georgia
$19K +$79 +1 +0.4%
SNT
588
Security National Trust
West Virginia
$16K
AOWM
589
Alpha Omega Wealth Management
Virginia
$15K
SSB
590
Sandy Spring Bank
Maryland
$14K
CP
591
Corbenic Partners
Pennsylvania
$9K +$8.89K +112 New
BWA
592
BDO Wealth Advisors
Florida
$8K
TRCT
593
Tower Research Capital (TRC)
New York
$8K +$7.94K +100 New
VFA
594
Valeo Financial Advisors
Indiana
$8K +$7.94K +100 New
SIM
595
Sonora Investment Management
Arizona
$7.38K +$7.22K +91 New
WA
596
WealthTrust-Arizona
Arizona
$7K +$6.51K +82 New
MPWT
597
MassMutual Private Wealth & Trust
Connecticut
$5.35K +$5.24K +66 New
FFW
598
Fusion Family Wealth
New York
$5K
GBBWRPM
599
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K
GWS
600
Glassman Wealth Services
Virginia
$4K

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.