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Vanguard High Dividend Yield ETF
VYM

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: 94 → 96 (+2)

1% more funds holding

Funds holding: 919 → 929 (+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

Top Buyers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
+$61.7M
2
Two Sigma Investments
Two Sigma Investments
New York
+$42.3M
3
Creative Planning
Creative Planning
Kansas
+$30.6M
4
RJA
Raymond James & Associates
Florida
+$28.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
RCIM
Red Cedar Investment Management
Michigan
-$15M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$14M
3
Bank of America
Bank of America
North Carolina
-$11M
4
IAN
Integrated Advisors Network
Texas
-$10.6M
5
CI
CX Institutional
Indiana
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
801
McMillion Capital Management
North Carolina
$211K -$983 -12 -0.5%
BS
802
Boenning & Scattergood
Pennsylvania
$211K +$214K +2,609 New
GFPC
803
Global Financial Private Client
Florida
$210K – – –
AA
804
Alesco Advisors
New York
$208K +$211K +2,575 New
MWM
805
Minot Wealth Management
Massachusetts
$208K +$211K +2,575 New
GLA
806
Good Life Advisors
Pennsylvania
$206K -$22K -269 -10%
CAG
807
Crestwood Advisors Group
Massachusetts
$206K – – –
VIM
808
Vista Investment Management
Pennsylvania
$204K +$206K +2,520 New
PCMC
809
Private Capital Management (Colorado)
Colorado
$203K +$205K +2,506 New
TC
810
Trust Company
Kansas
$202K +$14.4K +176 +8%
GL
811
Graypoint LLC
New York
$202K +$205K +2,500 New
CMBA
812
C.M. Bidwell & Associates
Hawaii
$201K – – –
CAG
813
Csenge Advisory Group
Florida
$201K +$201K +2,457 New
Neuberger Berman Group
814
Neuberger Berman Group
New York
$201K +$203K +2,483 New
VFM
815
Vivid Financial Management
California
$201K +$204K +2,486 New
SIC
816
Salem Investment Counselors
North Carolina
$197K – – –
BFEC
817
Benjamin F. Edwards & Company
Missouri
$196K -$1.64K -20 -0.8%
BAM
818
Bellevue Asset Management
Washington
$196K – – –
VFA
819
Valeo Financial Advisors
Indiana
$195K -$152K -1,852 -43%
AIM
820
Anchor Investment Management
South Carolina
$189K +$90.1K +1,100 +89%
BCM
821
Blume Capital Management
California
$189K +$164K +2,000 +588%
CI
822
CX Institutional
Indiana
$176K -$10.5M -128,236 -98%
TFM
823
TFC Financial Management
Massachusetts
$169K +$171K +2,084 New
BCA
824
Berman Capital Advisors
Georgia
$168K – – –
PCG
825
Private Capital Group
Connecticut
$167K -$31.8K -388 -16%
31 32
33
34 35

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.