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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
SHJ
951
Sharkey, Howes & Javer
Colorado
-$298K -3,789 Closed
IFWM
952
Institute for Wealth Management
Colorado
-$278K -3,530 Closed
WCM
953
Washburn Capital Management
Florida
-$276K -3,500 Closed
MCM
954
Manchester Capital Management
Vermont
-$271K -3,440 Closed
GM
955
GeoWealth Management
Illinois
-$253K -3,208 Closed
CCA
956
Checchi Capital Advisers
California
-$236K -3,000 Closed
Wolverine Trading
957
Wolverine Trading
Illinois
-$211K -2,709 Closed
CAN
958
Claraphi Advisory Network
United States
-$213K -2,706 Closed
RIA
959
Realta Investment Advisors
Delaware
-$205K -2,599 Closed
FI
960
FormulaFolio Investments
Michigan
-$205K -2,597 Closed
SC
961
SouthState Corp
Florida
-$202K -2,566 Closed
PWP
962
Personal Wealth Partners
Minnesota
-$202K -2,562 Closed
VCM
963
Vivaldi Capital Management
Illinois
-$206K -2,444 Closed
HFA
964
Hoover Financial Advisors
Pennsylvania
-$191K -2,421 Closed
ACA
965
Atlas Capital Advisors
Wyoming
-$185K -2,346 Closed
EC
966
Estate Counselors
Wisconsin
-$175K -2,230 Closed
KWM
967
Keebeck Wealth Management
Illinois
-$158K -2,010 Closed
PA
968
Procyon Advisors
Connecticut
-$109K -1,380 Closed
WR
969
Watson Rebecca
-$106K -1,342 Closed
BFM
970
Boston Financial Management
Massachusetts
-$105K -1,338 Closed
RTC
971
Riverview Trust Company
Washington
-$103K -1,307 Closed
THWM
972
Taylor Hoffman Wealth Management
Virginia
-$83K -1,050 Closed
TC
973
Truvestments Capital
Florida
-$81K -1,034 Closed
HFS
974
Hantz Financial Services
Michigan
-$70K -886 Closed
CFG
975
Citizens Financial Group
Rhode Island
-$47K -600 Closed

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.