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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
LFG
726
LifePlan Financial Group
Ohio
$285K -$5.49K -67 -2%
FNBOMD
727
First National Bank of Mount Dora
Florida
$285K +$17.9K +219 +7%
VWA
728
Visionary Wealth Advisors
Illinois
$284K +$287K +3,509 New
JIP
729
Jaffetilchin Investment Partners
Florida
$283K +$10.4K +127 +4%
MSS
730
Mitchell Sinkler & Starr
Pennsylvania
$281K -$57.3K -700 -17%
MA
731
Montag & Associates
Georgia
$280K
PFS
732
Physicians Financial Services
North Carolina
$280K
VAS
733
Vestmark Advisory Solutions
Massachusetts
$279K +$282K +3,443 New
CIBC Asset Management
734
CIBC Asset Management
Ontario, Canada
$278K
HB
735
Homrich & Berg
Georgia
$277K
LRPA
736
L. Roy Papp & Associates
Arizona
$271K
CAL
737
Capital Advisors Ltd
Ohio
$270K
Fisher Asset Management
738
Fisher Asset Management
Washington
$270K +$273K +3,336 New
EF
739
Empirical Finance
Pennsylvania
$268K
WWM
740
Windsor Wealth Management
Indiana
$265K +$263K +3,213 New
PGAM
741
Princeton Global Asset Management
New Jersey
$263K +$737 +9 +0.3%
BWA
742
Burt Wealth Advisors
Maryland
$262K
CAGAS
743
Capital Advisory Group Advisory Services
Minnesota
$262K +$13.8K +168 +5%
AAS
744
Annex Advisory Services
Wisconsin
$261K +$5.98K +73 +2%
WA
745
Wealth Architects
California
$259K -$85.8K -1,047 -25%
MCM
746
Maple Capital Management
Vermont
$259K +$242K +2,950 New
DI
747
Disciplined Investments
Oklahoma
$258K +$148K +1,807 +131%
REMPR
748
Roof Eidam Maycock Peralta (REMP)
California
$256K
MM
749
Main Management
California
$255K
Luther King Capital Management (LKCM)
750
Luther King Capital Management (LKCM)
Texas
$252K

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.