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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
HNB
676
Huntington National Bank
Ohio
$366K
WSTAM
677
Wilbanks Smith & Thomas Asset Management
Virginia
$365K -$145K -1,770 -28%
WSFS
678
Wilmington Savings Fund Society
Delaware
$364K
CAM
679
Covenant Asset Management
New Jersey
$363K -$16.4K -200 -4%
EHPM
680
Emery Howard Portfolio Management
California
$361K +$3.11K +38 +0.9%
WPP
681
Whalerock Point Partners
Rhode Island
$360K -$335K -4,093 -92%
AFC
682
AFT Forsyth & Company
Florida
$359K
RWA
683
River Wealth Advisors
Pennsylvania
$354K +$737 +9 +0.2%
PWAP
684
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$354K +$7.04K +86 +2%
JGIA
685
Jackson Grant Investment Advisers
Connecticut
$353K +$1.06K +13 +0.3%
KLCM
686
KG&L Capital Management
Louisiana
$351K -$1.72K -21 -0.5%
BG
687
Berry Group
Massachusetts
$349K
HWA
688
Heritage Wealth Advisors
Virginia
$349K
MWM
689
Meridian Wealth Management
Kentucky
$346K -$8.35K -102 -2%
OSNBOA
690
Old Second National Bank of Aurora
Illinois
$345K -$108K -1,313 -24%
HCM
691
Highlander Capital Management
New Jersey
$344K -$24.6K -300 -7%
HIC
692
Holderness Investments Company
North Carolina
$344K +$655 +8 +0.2%
LFG
693
Larson Financial Group
Missouri
$342K -$49.5K -604 -13%
GAM
694
Grandview Asset Management
Pennsylvania
$342K +$346K +4,227 New
MGIA
695
Matthew Goff Investment Advisor
Texas
$340K
SRCM
696
Swift Run Capital Management
Virginia
$340K
HCM
697
Howard Capital Management
Georgia
$339K -$122K -1,485 -26%
QCM
698
Quest Capital Management
Texas
$339K
BFC
699
Blue Fin Capital
Rhode Island
$339K +$344K +4,200 New
BRWM
700
B. Riley Wealth Management
Tennessee
$337K -$94.1K -1,149 -22%

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.