We are live on ! Find out more
VYM icon

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
MCM
651
MV Capital Management
Maryland
$398K -$52.6K -642 -12%
BAM
652
Blueshift Asset Management
New Jersey
$396K +$400K +4,889 New
BDF
653
Balasa Dinverno & Foltz
$396K +$401K +4,895 New
JWCA
654
J.W. Coons Advisors
Ohio
$393K -$121K -1,478 -23%
MM
655
Meridian Management
Arkansas
$393K
MPWT
656
MassMutual Private Wealth & Trust
Connecticut
$392K +$252K +3,075 +174%
BFO
657
Boston Family Office
Massachusetts
$391K
RIL
658
Rothschild Investment LLC
Illinois
$388K +$45K +550 +13%
APP
659
Avantax Planning Partners
Iowa
$386K +$161K +1,967 +70%
VHAM
660
Van Hulzen Asset Management
California
$382K +$18.4K +225 +5%
IBOK
661
Independence Bank of Kentucky
Kentucky
$380K +$130K +1,586 +51%
FNBSF
662
First National Bank Sioux Falls
South Dakota
$379K
PJB
663
Paul John Balson
California
$378K -$55.4K -676 -13%
OC
664
Oppenheimer & Co
New York
$376K -$3.54M -43,268 -90%
KMWM
665
Keudell/Morrison Wealth Management
Oregon
$376K +$28.3K +345 +8%
PWLP
666
Prio Wealth Limited Partnership
Massachusetts
$375K +$379K +4,632 New
ACM
667
Azimuth Capital Management
Michigan
$374K
RWM
668
Ritholtz Wealth Management
New York
$372K +$376K +4,595 New
CPA
669
Court Place Advisors
Maryland
$370K +$7.13K +87 +2%
MAA
670
Matrix Asset Advisors
New York
$370K +$25.4K +310 +7%
NSIM
671
North Star Investment Management
Illinois
$370K +$25.6K +313 +7%
MOS
672
MGO One Seven
Ohio
$370K +$38.4K +469 +11%
CFS
673
CRA Financial Services
New Jersey
$368K +$328 +4 +0.1%
RIM
674
Rockbridge Investment Management
New York
$367K
RCAG
675
Rehmann Capital Advisory Group
Michigan
$366K +$164 +2 +0%

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.