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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
JHCP
826
Jackson Hole Capital Partners
Oklahoma
$159K
TWA
827
TCI Wealth Advisors
Arizona
$158K
GG
828
Gleason Group
Kentucky
$154K -$1.47K -18 -0.9%
TVWM
829
Tower View Wealth Management
Wisconsin
$154K +$1.39K +17 +0.9%
LDFR
830
Lehman & Derafelo Financial Resources
Pennsylvania
$152K -$39.1K -478 -20%
SFPG
831
Stonebridge Financial Planning Group
Florida
$145K -$12.3K -150 -8%
SSB
832
Sandy Spring Bank
Maryland
$143K +$127K +1,550 +698%
TFGT
833
TS Financial Group (TSFG)
Illinois
$135K
PO
834
Private Ocean
California
$134K +$25.6K +313 +23%
AA
835
Advisory Alpha
Michigan
$131K +$129K +1,576 New
HI
836
Hudock Inc
Pennsylvania
$122K +$6.31K +77 +5%
NCM
837
New Capital Management
Texas
$120K +$1.06K +13 +0.9%
GTAM
838
Global Trust Asset Management
Florida
$118K
CB
839
Community Bank
New York
$116K -$65.1K -795 -36%
LWM
840
Liberty Wealth Management
California
$100K -$12.1K -148 -11%
CFFP
841
Center for Financial Planning
Michigan
$98K
BCA
842
Bray Capital Advisors
Florida
$97K +$410 +5 +0.4%
CA
843
Clearstead Advisors
Ohio
$96K +$16.4K +200 +20%
RFWA
844
RPg Family Wealth Advisory
Massachusetts
$95.3K
CA
845
Crewe Advisors
Utah
$95K
SWM
846
Sugarloaf Wealth Management
Georgia
$94K
BWM
847
BerganKDV Wealth Management
Minnesota
$92K +$92.1K +1,124 +16,057%
GSWM
848
Golden State Wealth Management
California
$92K +$93.1K +1,137 New
Schroder Investment Management Group
849
Schroder Investment Management Group
United Kingdom
$89K
CWM
850
Cranbrook Wealth Management
Michigan
$88K

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.