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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
OWM
776
Orgel Wealth Management
Wisconsin
$233K
OC
777
Oarsman Capital
Wisconsin
$232K -$22K -269 -9%
HWMG
778
Hurlow Wealth Management Group
Indiana
$232K
QC
779
QCM Cayman
Texas
$230K +$233K +2,846 New
EWM
780
Evermay Wealth Management
Virginia
$229K +$231K +2,824 New
1W
781
1776 Wealth
Georgia
$228K -$176K -2,151 -43%
FG
782
Fiduciary Group
Georgia
$228K -$48.2K -588 -17%
WB
783
WesBanco Bank
West Virginia
$228K +$4.26K +52 +2%
WS
784
Wedbush Securities
California
$227K -$47.6K -581 -17%
RW
785
REDW Wealth
New Mexico
$227K -$39.5K -482 -15%
CCA
786
Clearwater Capital Advisors
Illinois
$227K -$4.01K -49 -2%
HSWM
787
Hubbell Strickland Wealth Management
Louisiana
$227K
CWM
788
Chicago Wealth Management
Illinois
$226K -$5.32K -65 -2%
FMII
789
Farmers & Merchants Investments Inc
Nebraska
$225K
AIP
790
Ameritas Investment Partners
Nebraska
$225K +$65.5K +800 +40%
BB
791
Berkshire Bank
Massachusetts
$225K +$227K +2,775 New
SEM
792
Suncoast Equity Management
Florida
$223K
BPB
793
Badgley, Phelps & Bell
Washington
$221K +$223K +2,726 New
AAM
794
Autus Asset Management
Arizona
$219K
CSIC
795
Clifford Swan Investment Counsel
California
$217K -$57.3K -700 -21%
ETS
796
ESL Trust Services
New York
$216K
WP
797
WealthPLAN Partners
Nebraska
$215K -$60.2K -735 -23%
NWS
798
Newport Wealth Strategies
California
$215K
CPIG
799
Chicago Partners Investment Group
Illinois
$212K -$225K -2,747 -52%
CWM
800
Centric Wealth Management
Illinois
$212K +$202K +2,462 New

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.