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Vanguard High Dividend Yield ETF
VYM

1,102 hedge funds and large institutions have $11.8B invested in Vanguard High Dividend Yield ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 482 increasing their positions, 351 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $67.9M | Put options by funds: $32.9M

89% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 54

37% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 351

11% more funds holding in top 10

Funds holding in top 10: 98 → 109 (+11)

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$775M)

3% more funds holding

Funds holding: 1,067 → 1,102 (+35)

0.58% more ownership

Funds ownership: 35.21% → 35.79% (+0.58%)

Holders
1,102
Holders Change
+35
Holders Change %
+3.28%
% of All Funds
19.35%
Holding in Top 10
109
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.22%
% of All Funds
1.91%
New
102
Increased
482
Reduced
351
Closed
54
Calls
$67.9M
Puts
$32.9M
Net Calls
+$35M
Net Calls Change
+$21.1M

Top Buyers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
+$871M
2
Charles Schwab
Charles Schwab
California
+$186M
3
HighTower Advisors
HighTower Advisors
Illinois
+$48M
4
Morgan Stanley
Morgan Stanley
New York
+$35.8M
5
CG
Colony Group
Massachusetts
+$35.8M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$671M
2
Bank of America
Bank of America
North Carolina
-$301M
3
USAA
United Services Automobile Association
Texas
-$103M
4
SS
Simplicity Solutions
Minnesota
-$31.6M
5
PFM
Parsec Financial Management
North Carolina
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSWM
876
Hubbell Strickland Wealth Management
Louisiana
$283K – – –
FMII
877
Farmers & Merchants Investments Inc
Nebraska
$283K +$1.83K +19 +0.7%
GW
878
GW & Wade
Massachusetts
$283K +$270K +2,795 New
AIP
879
Ameritas Investment Partners
Nebraska
$281K – – –
PPA
880
Parametric Portfolio Associates
Washington
$281K +$5.79K +60 +2%
NCMW
881
Northern Capital Management (Washington)
Washington
$280K -$140K -1,452 -34%
RZH
882
Relyea Zuckerberg Hanson
Connecticut
$280K -$25K -259 -9%
FG
883
Fiduciary Group
Georgia
$279K -$9.84K -102 -4%
SEM
884
Suncoast Equity Management
Florida
$278K – – –
FSA
885
Fort Sheridan Advisors
Illinois
$276K +$264K +2,732 New
OWM
886
Orgel Wealth Management
Wisconsin
$275K -$14.9K -154 -5%
HWMG
887
Hurlow Wealth Management Group
Indiana
$274K – – –
HCIA
888
Hochman Cole Investment Advisors
Illinois
$274K +$1.16K +12 +0.4%
SL
889
SWMG LLC
Texas
$273K -$2.22K -23 -0.8%
GVAG
890
Great Valley Advisor Group
Delaware
$272K +$1.74K +18 +0.7%
JCM
891
Jacobi Capital Management
Pennsylvania
$271K +$177K +1,835 +217%
RMDI
892
R.M. Davis Inc
Maine
$271K +$258K +2,678 New
ETS
893
ESL Trust Services
New York
$270K – – –
WFS
894
Weitzel Financial Services
Iowa
$269K – – –
NWS
895
Newport Wealth Strategies
California
$268K – – –
WB
896
WesBanco Bank
West Virginia
$264K +$252K +2,613 New
GFPC
897
Global Financial Private Client
Florida
$264K – – –
Members Trust
898
Members Trust
Florida
$263K +$12.5K +130 +5%
WA1
899
Wimmer Associates 1
California
$262K +$3.38K +35 +1%
1W
900
1776 Wealth
Georgia
$260K – – –
34 35
36
37 38

VYM Hedge Fund Activity: Q1 2021 in Review

1,102 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2021, worth a combined $11.8B — up 7% from $11B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VYM positions and 54 closed out — a net gain of 48 holders — while 482 added to existing stakes and 351 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $871M. The largest seller was Raymond James & Associates, cutting an estimated $671M.

  • 1,102 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2021, up from 1,067 in Q4 2020.
  • Funds reported $11.8B of Vanguard High Dividend Yield ETF stock for Q1 2021, up 7% quarter-over-quarter.
  • 102 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2021 and 54 closed out, a net change of +48 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2021 was Financial Perspectives, an estimated $871M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2021 was Raymond James & Associates, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.