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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
SS
51
Simplicity Solutions
Minnesota
$27.1M -$44.6K -544 -0.2%
AAS
52
Avantax Advisory Services
Texas
$26.2M +$7.38M +90,092 +39%
KeyBank National Association
53
KeyBank National Association
Ohio
$25M -$777K -9,490 -3%
AP
54
Arlington Partners
Alabama
$23.9M +$914K +11,155 +4%
OIM
55
Opus Investment Management
Massachusetts
$23.9M
AAMC
56
Asset Allocation & Management Company
Illinois
$23.9M -$2.1M -25,588 -8%
SPIA
57
Steward Partners Investment Advisory
New York
$23.5M +$6.23M +76,028 +36%
RM
58
Resource Management
Louisiana
$23.3M -$404K -4,932 -2%
SL
59
Salomon & Ludwin
Virginia
$22.8M -$207K -2,523 -0.9%
First Manhattan
60
First Manhattan
New York
$22M
IFAM
61
Institutional & Family Asset Management
Colorado
$21.8M -$287K -3,503 -1%
WLIM
62
White Lighthouse Investment Management
Massachusetts
$21.6M +$3.51M +42,846 +19%
ST
63
Sabal Trust
Florida
$20.9M +$399K +4,871 +2%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$20.5M +$2.73M +33,308 +15%
CCA
65
Conservest Capital Advisors
Pennsylvania
$20M -$682K -8,328 -3%
CAI
66
Capital Advisors Inc
Oklahoma
$19.7M +$100K +1,226 +0.5%
JP Morgan Chase
67
JP Morgan Chase
New York
$19.6M -$7.08M -86,453 -26%
MSA
68
Marino Stram & Associates
Massachusetts
$19.5M +$1.15M +14,095 +6%
EH
69
Equitable Holdings
New York
$19.4M -$670K -8,185 -3%
GSIS
70
Global Strategic Investment Solutions
Arizona
$19.4M +$493K +6,018 +3%
PA
71
Pinnacle Associates
New York
$19.3M +$749K +9,140 +4%
RFC
72
Regions Financial Corp
Alabama
$19.3M -$2.07M -25,281 -10%
AF
73
Allworth Financial
California
$19.3M -$983K -11,997 -5%
HWA
74
Heartwood Wealth Advisors
Virginia
$19.1M -$6.48M -79,164 -25%
BEAM
75
Baker Ellis Asset Management
Washington
$18.8M +$458K +5,593 +2%

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.