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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
EIP
851
Ellis Investment Partners
Pennsylvania
$82K +$491 +6 +0.6%
HDIM
852
Hanson & Doremus Investment Management
Vermont
$77K -$69.3K -846 -47%
FCM
853
Firestone Capital Management
Florida
$77K
MSFP
854
Mark Sheptoff Financial Planning
Connecticut
$77K
QCG
855
Quadrant Capital Group
Ohio
$77K +$17.4K +213 +29%
BlackRock
856
BlackRock
New York
$77K +$18.5K +226 +31%
LGWM
857
Litman Gregory Wealth Management
California
$73K -$16.4K -200 -18%
WAS
858
Winch Advisory Services
Wisconsin
$72K -$17.1K -209 -19%
CIA
859
Cascade Investment Advisors
Oregon
$68.8K
PB
860
Pinnacle Bancorp
Nebraska
$67K
RWA
861
Ropes Wealth Advisors
Massachusetts
$64K -$25.6K -312 -28%
WEC
862
Winslow Evans & Crocker
Massachusetts
$62K +$1.39K +17 +2%
PFS
863
Prospera Financial Services
Texas
$58K -$1.49M -18,226 -96%
TF
864
TimeScale Financial
Massachusetts
$57K +$491 +6 +0.9%
M
865
MOTCO
Texas
$57K +$57.3K +700 New
HCM
866
Horrell Capital Management
Arkansas
$55K
FEG
867
Financial Enhancement Group
Indiana
$52K +$819 +10 +2%
JCM
868
Jacobi Capital Management
Pennsylvania
$52K +$20.3K +248 +64%
EWM
869
Edge Wealth Management
New York
$51K
CFN
870
Cordasco Financial Network
Florida
$50K +$8.19K +100 +19%
BC
871
Barnett & Company
Tennessee
$49K +$33.6K +410 +216%
EWM
872
Elmwood Wealth Management
California
$45K
Toronto Dominion Bank
873
Toronto Dominion Bank
Ontario, Canada
$45K
GI
874
Gradient Investments
Minnesota
$44K
CB
875
CNB Bank
Pennsylvania
$43K -$25.9K -316 -37%

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.