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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
FWM
576
Frontier Wealth Management
Missouri
$539K -$8.19K -100 -1%
CFGS
577
Concourse Financial Group Securities
Alabama
$538K -$3.03K -37 -0.6%
AAM
578
Aureus Asset Management
Massachusetts
$537K
CL
579
Choreo LLC
Illinois
$537K +$40K +488 +8%
YIA
580
YHB Investment Advisors
Connecticut
$537K +$544K +6,639 New
FHC
581
First Heartland Consultants
Missouri
$534K -$20.3K -248 -4%
IWM
582
IHT Wealth Management
Illinois
$534K +$38.7K +473 +8%
SAM
583
SignalPoint Asset Management
Missouri
$530K
SVWAG
584
Sound View Wealth Advisors Group
Georgia
$530K +$19.3K +236 +4%
SWP
585
Strategic Wealth Partners
Ohio
$528K -$19.7K -240 -4%
SG Americas Securities
586
SG Americas Securities
New York
$526K -$655 -8 -0.1%
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$523K -$8.03K -98 -1%
CAG
588
Curtis Advisory Group
California
$521K -$77.2K -943 -13%
CT
589
Cambridge Trust
Massachusetts
$517K -$31.5K -385 -6%
MWM
590
MBE Wealth Management
Wisconsin
$514K
RT
591
Rockland Trust
Massachusetts
$513K -$39.3K -480 -7%
MIM
592
Marco Investment Management
Georgia
$510K
SPP
593
Single Point Partners
Massachusetts
$509K +$655 +8 +0.1%
MBT
594
Montecito Bank & Trust
California
$509K +$6.47K +79 +1%
CWM
595
Cedar Wealth Management
California
$507K +$328 +4 +0.1%
CT
596
Caldwell Trust
Florida
$507K -$238K -2,900 -32%
BW
597
Bison Wealth
Georgia
$504K +$2.29K +28 +0.5%
MFS
598
McNamara Financial Services
Massachusetts
$502K +$12.7K +155 +3%
STA
599
Summit Trail Advisors
New York
$501K -$69.6K -850 -13%
VWM
600
Valley Wealth Managers
New Jersey
$496K -$90.1K -1,100 -15%

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.