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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
PP
701
PDS Planning
Ohio
$337K +$54.9K +670 +19%
MPW
702
Monterey Private Wealth
California
$334K +$1.8K +22 +0.5%
Prudential Financial
703
Prudential Financial
New Jersey
$331K -$396K -4,839 -54%
FAM
704
Flaharty Asset Management
Florida
$331K -$14.3K -175 -4%
KFI
705
Key Financial Inc
Pennsylvania
$331K
PWM
706
Perigon Wealth Management
California
$329K
GAG
707
GM Advisory Group
New York
$328K -$27.8K -339 -8%
HIA
708
Harbor Investment Advisory
Maryland
$324K +$1.06K +13 +0.3%
SSWM
709
Smith Salley Wealth Management
North Carolina
$317K -$49.1K -600 -13%
VWM
710
Vigilare Wealth Management
Arizona
$316K -$48.1K -587 -13%
NIM
711
Northeast Investment Management
Massachusetts
$316K
SAM
712
S.A. Mason
Michigan
$314K +$491 +6 +0.2%
LC
713
LCNB Corp
Ohio
$311K
SAM
714
Seelaus Asset Management
New Jersey
$307K -$201K -2,450 -39%
BIA
715
Bigelow Investment Advisors
Maine
$307K -$133K -1,625 -30%
DA
716
Detalus Advisors
Missouri
$301K -$359K -4,389 -54%
SC
717
Steph & Co
Wisconsin
$299K -$41.7K -509 -12%
ERIM
718
Eagle Ridge Investment Management
Connecticut
$298K +$301K +3,678 New
MAP
719
Milestone Advisory Partners
North Carolina
$297K
LA
720
LexAurum Advisors
Kansas
$296K -$16.4K -200 -5%
SIAS
721
Shine Investment Advisory Services
Colorado
$290K -$44.1K -539 -13%
SNB
722
Security National Bank
Nebraska
$290K
MMHP
723
Murphy Middleton Hinkle & Parker
Georgia
$288K +$983 +12 +0.3%
WG
724
Welch Group
Alabama
$286K
ATC
725
Argent Trust Co
Tennessee
$285K -$28.9K -353 -9%

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.