We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF

475 hedge funds and large institutions have $4.39B invested in Vanguard High Dividend Yield ETF in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 222 increasing their positions, 125 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 125

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

13% more call options, than puts

Call options by funds: $9.82M | Put options by funds: $8.69M

10% more capital invested

Capital invested by funds: $3.99B → $4.39B (+$407M)

2% more funds holding

Funds holding: 465475 (+10)

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

0.25% more ownership

Funds ownership: 28.07%28.33% (+0.25%)

Holders
475
Holders Change
+10
Holders Change %
+2.15%
% of All Funds
12.68%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
1.44%
New
44
Increased
222
Reduced
125
Closed
26
Calls
$9.82M
Puts
$8.69M
Net Calls
+$1.14M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
76
Whittier Trust
California
$10.1M -$727K -10,013 -7%
KTC
77
Kistler-Tiffany Companies
Pennsylvania
$10.1M +$639K +8,801 +7%
LFM
78
Lumina Fund Management
New York
$10M
WJA
79
Williams Jones & Associates
New York
$9.99M +$1.6M +22,010 +19%
FPIS
80
Financial Planning & Information Services
Wisconsin
$9.96M +$326K +4,488 +3%
AI
81
Atria Investments
North Carolina
$9.9M +$317K +4,361 +3%
SFSG
82
Stearns Financial Services Group
North Carolina
$9.84M +$41.6K +572 +0.4%
BFG
83
Beacon Financial Group
Texas
$9.83M -$2.42M -33,306 -20%
PAG
84
Private Advisor Group
New Jersey
$9.78M +$731K +10,066 +8%
FHA
85
First Horizon Advisors
Tennessee
$9.69M +$399K +5,488 +4%
BTS
86
BB&T Securities
Virginia
$9.48M -$1.48M -20,386 -13%
MBT
87
Monroe Bank & Trust
Michigan
$9.15M -$438K -6,024 -4%
GMA
88
Goldstein Munger & Associates
California
$8.76M -$246K -3,382 -3%
BCP
89
Berkeley Capital Partners
Georgia
$8.61M -$41.8K -575 -0.5%
HPC
90
HM Payson & Co
Maine
$8.38M -$72.5K -998 -0.9%
EWMCB
91
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.32M +$75.2K +1,035 +0.9%
ACP
92
Ashfield Capital Partners
California
$8.03M +$417K +5,740 +5%
DWM
93
Dakota Wealth Management
Florida
$7.74M +$21.5K +296 +0.3%
RBC
94
Roble Belko & Company
Pennsylvania
$7.72M -$210K -2,885 -3%
NIA
95
Northstar Investment Advisors
Colorado
$7.49M +$512K +7,053 +7%
BWM
96
Braver Wealth Management
Massachusetts
$7.35M +$32.3K +444 +0.4%
FAAS
97
First Allied Advisory Services
California
$7.34M +$778K +10,713 +12%
ICOA
98
Investment Centers of America
North Dakota
$7.33M +$1.38M +18,983 +23%
KFP
99
Keystone Financial Planning
Ohio
$7.32M +$144K +1,989 +2%
RW
100
Rand Wealth
Maryland
$7.27M -$128K -1,759 -2%