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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
BJL
626
Brighton Jones LLC
Washington
$435K -$201K -2,450 -31%
MFGP
627
Marshall Financial Group (Pennsylvania)
Pennsylvania
$433K -$28.1K -343 -6%
DBRC
628
D.B. Root & Company
Pennsylvania
$433K +$3.85K +47 +0.9%
TC
629
Trilogy Capital
California
$431K +$97.5K +1,191 +29%
AIC
630
Archer Investment Corporation
Indiana
$430K -$1.88K -23 -0.4%
SDAM
631
Shulman DeMeo Asset Management
New York
$429K +$82 +1 +0%
MFG
632
Magnus Financial Group
New York
$428K +$8.68K +106 +2%
TNB
633
TCF National Bank
South Dakota
$423K -$34.8K -425 -8%
PWP
634
Principle Wealth Partners
Connecticut
$422K -$278K -3,395 -39%
YWP
635
YorkBridge Wealth Partners
New York
$422K +$3.11K +38 +0.7%
SFA
636
Sequoia Financial Advisors
Ohio
$421K -$75.3K -919 -15%
CDH
637
Charles D. Hyman
$420K +$737 +9 +0.2%
AF
638
Affiance Financial
Minnesota
$418K +$410 +5 +0.1%
RF
639
RHS Financial
California
$418K +$423K +5,166 New
BCMO
640
Buckingham Capital Management (Ohio)
Ohio
$417K -$1.23M -15,056 -75%
MC
641
Moors & Cabot
Massachusetts
$417K -$4.01K -49 -0.9%
SW
642
SVB Wealth
Massachusetts
$417K +$177K +2,161 +72%
AIA
643
Angeles Investment Advisors
California
$417K +$422K +5,150 New
S
644
SignatureFD
Georgia
$411K +$161K +1,967 +63%
FSA
645
Financial Sense Advisors
California
$409K -$28.3K -345 -6%
CF
646
Copperwynd Financial
Arizona
$408K -$1.75M -21,381 -81%
SFSIG
647
San Francisco Sentry Investment Group
California
$406K -$24.2K -295 -6%
ACM
648
AUA Capital Management
Pennsylvania
$406K +$135K +1,651 +49%
AWM
649
Aevitas Wealth Management
Massachusetts
$400K +$1.88K +23 +0.5%
SBIA
650
Sheaff Brock Investment Advisors
Indiana
$400K +$91.8K +1,121 +29%

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.