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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
HFM
876
Hartford Financial Management
Connecticut
$42K
ME
877
McIlrath & Eck
Washington
$41K +$246 +3 +0.6%
ANBT
878
American National Bank & Trust
Texas
$40K
LAS
879
Lloyd Advisory Services
Georgia
$40K +$246 +3 +0.6%
MWP
880
Meridian Wealth Partners
Pennsylvania
$40K +$20.2K +247 +99%
LFASL
881
Lugano Financial Advisors SA (LFA)
Switzerland
$39K -$16.4K -200 -30%
LWS
882
Lucia Wealth Services
California
$37K -$5.73K -70 -13%
OC
883
Oakworth Capital
Alabama
$37K +$37.9K +463 New
HFRG
884
Houlihan Financial Resource Group
Virginia
$35K +$32.4K +395 New
CBT
885
Central Bank & Trust
Kentucky
$35K +$35.6K +435 New
PAI
886
Pittenger & Anderson Inc
Nebraska
$31K
WIM
887
Westside Investment Management
California
$27.1K +$469K +5,730 +20%
EP
888
Eudaimonia Partners
Tennessee
$27K
SIAP
889
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K
BA
890
Ballast Advisors
Minnesota
$26K
CHAM
891
Clear Harbor Asset Management
Connecticut
$25.1K +$25.4K +310 New
FRA
892
Front Row Advisors
California
$25K
LWA
893
Lenox Wealth Advisors
New York
$24K
FP
894
Fiduciary Planning
Florida
$23K +$23.3K +285 New
NIC
895
Northwest Investment Counselors
Oregon
$23K +$23.6K +288 New
FFA
896
Founders Financial Alliance
North Carolina
$22K +$22.1K +270 New
KCM
897
Kathmere Capital Management
Pennsylvania
$22K +$22.4K +274 New
SWA
898
Sutton Wealth Advisors
Florida
$21.5K +$13.1K +160 +152%
POIA
899
Pin Oak Investment Advisors
Texas
$20K
RMC
900
Resources Management Corp
Connecticut
$19K

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.