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Vanguard High Dividend Yield ETF

441 hedge funds and large institutions have $3.74B invested in Vanguard High Dividend Yield ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 221 increasing their positions, 104 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $10M | Put options by funds: $4.51M

113% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 104

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

16% more funds holding in top 10

Funds holding in top 10: 4451 (+7)

12% more capital invested

Capital invested by funds: $3.35B → $3.74B (+$392M)

4% more funds holding

Funds holding: 423441 (+18)

0.64% less ownership

Funds ownership: 29.37%28.73% (-0.64%)

Holders
441
Holders Change
+18
Holders Change %
+4.26%
% of All Funds
11.75%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
1.36%
New
57
Increased
221
Reduced
104
Closed
34
Calls
$10M
Puts
$4.51M
Net Calls
+$5.49M
Net Calls Change
+$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$8.45M +$2.28M +34,790 +40%
PAG
77
Private Advisor Group
New Jersey
$8.42M +$4.3M +65,622 +117%
WJA
78
Williams Jones & Associates
New York
$7.93M +$1.95M +29,760 +35%
BCP
79
Berkeley Capital Partners
Georgia
$7.92M +$4.61M +70,322 +158%
KTC
80
Kistler-Tiffany Companies
Pennsylvania
$7.86M +$981K +14,971 +15%
HPC
81
HM Payson & Co
Maine
$7.75M +$236K +3,610 +3%
EWMCB
82
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.75M +$300K +4,585 +4%
RBC
83
Roble Belko & Company
Pennsylvania
$7.68M +$300K +4,586 +4%
FSA
84
Financial Sense Advisors
California
$7.61M +$153K +2,329 +2%
AIG
85
American International Group
New York
$7.61M -$1.32M -20,205 -15%
RW
86
Rand Wealth
Maryland
$7.22M -$197K -3,007 -3%
DWM
87
Dakota Wealth Management
Florida
$7.02M -$122K -1,856 -2%
BWM
88
Braver Wealth Management
Massachusetts
$6.71M +$122K +1,862 +2%
KFP
89
Keystone Financial Planning
Ohio
$6.64M +$775K +11,835 +14%
ACP
90
Ashfield Capital Partners
California
$6.61M +$3.26M +49,750 +108%
RJT
91
Raymond James Trust
Florida
$6.43M +$71.7K +1,094 +1%
Chevy Chase Trust
92
Chevy Chase Trust
Maryland
$6.24M -$1.23M -18,820 -17%
Northern Trust
93
Northern Trust
Illinois
$6.21M +$1.4M +21,411 +31%
NIA
94
Northstar Investment Advisors
Colorado
$5.97M -$210K -3,202 -4%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$5.55M +$878K +13,403 +20%
DP
96
Dearborn Partners
Illinois
$5.49M +$13.1K +200 +0.3%
CFP
97
Cornerstone Financial Partners
North Carolina
$5.48M +$5.21M +79,489 New
SFM
98
Signet Financial Management
New Jersey
$5.37M -$112K -1,715 -2%
PWMAG
99
Pinnacle Wealth Management Advisory Group
New Jersey
$5.3M +$1.27M +19,390 +34%
UCFA
100
United Capital Financial Advisors
Texas
$5.25M +$399K +6,093 +9%

VYM Hedge Fund Activity: Q1 2016 in Review

441 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2016, worth a combined $3.74B — up 12% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VYM positions and 34 closed out — a net gain of 23 holders — while 221 added to existing stakes and 104 trimmed.

The largest buyer was Stuart Chaussee & Associates, adding an estimated $61.8M. The largest seller was Bank of America, cutting an estimated $111M.

  • 441 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2016, up from 423 in Q4 2015.
  • Funds reported $3.74B of Vanguard High Dividend Yield ETF stock for Q1 2016, up 12% quarter-over-quarter.
  • 57 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2016 and 34 closed out, a net change of +23 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2016 was Stuart Chaussee & Associates, an estimated $61.8M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2016 was Bank of America, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2016.