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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
RZH
751
Relyea Zuckerberg Hanson
Connecticut
$250K -$26.1K -319 -10%
CCT
752
Chemung Canal Trust
New York
$248K
HCM
753
Hollencrest Capital Management
California
$247K +$16.4K +200 +7%
TFS
754
TrustCore Financial Services
Tennessee
$247K +$60.6K +740 +32%
RPG
755
Resource Planning Group
Georgia
$246K +$249K +3,037 New
PMFA
756
Plante Moran Financial Advisors
Michigan
$245K
TFCP
757
Twin Focus Capital Partners
Massachusetts
$244K -$16.4K -200 -6%
HKAM
758
Horizon Kinetics Asset Management
New York
$244K
DT
759
Diversified Trust
Tennessee
$243K -$328K -4,000 -57%
SB
760
Simmons Bank
Arkansas
$243K
WA1
761
Wimmer Associates 1
California
$243K +$7.78K +95 +3%
LJAC
762
L.J. Altfest & Co
New York
$243K +$246K +3,006 New
RC
763
Rinet Company
Massachusetts
$242K +$245K +2,993 New
CWP
764
CFM Wealth Partners
Texas
$240K -$99.8K -1,218 -29%
GVAG
765
Great Valley Advisor Group
Delaware
$240K -$21K -257 -8%
DAC
766
Dividend Assets Capital
South Carolina
$240K
IAP
767
Indie Asset Partners
Indiana
$240K +$8.19K +100 +3%
GWM
768
Greenwich Wealth Management
Connecticut
$239K -$2.46K -30 -1%
NEWAS
769
N.E.W. Advisory Services
Wisconsin
$238K +$239K +2,922 New
PFA
770
Paradigm Financial Advisors
Missouri
$237K -$331K -4,039 -58%
PPA
771
Parametric Portfolio Associates
Washington
$236K -$27.4K -334 -10%
MG
772
MilWealth Group
Wisconsin
$236K
GCP
773
Gill Capital Partners
Colorado
$234K +$236K +2,886 New
HCIA
774
Hochman Cole Investment Advisors
Illinois
$233K -$8.52K -104 -3%
BAM
775
Berkshire Asset Management
Pennsylvania
$233K

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.