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Vanguard High Dividend Yield ETF

583 hedge funds and large institutions have $4.67B invested in Vanguard High Dividend Yield ETF in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 236 increasing their positions, 196 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

63% more call options, than puts

Call options by funds: $7.81M | Put options by funds: $4.79M

20% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 196

4% more funds holding

Funds holding: 563583 (+20)

1% less capital invested

Capital invested by funds: $4.7B → $4.67B (-$37.9M)

1.23% less ownership

Funds ownership: 26.68%25.45% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
583
Holders Change
+20
Holders Change %
+3.55%
% of All Funds
14.54%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.45%
New
53
Increased
236
Reduced
196
Closed
25
Calls
$7.81M
Puts
$4.79M
Net Calls
+$3.02M
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
76
Old National Bancorp
Indiana
$11.8M -$315K -4,048 -3%
KTC
77
Kistler-Tiffany Companies
Pennsylvania
$11.5M +$485K +6,228 +4%
AI
78
Atria Investments
North Carolina
$11.3M -$2.92M -37,501 -21%
FPIS
79
Financial Planning & Information Services
Wisconsin
$11.2M +$250K +3,204 +2%
ACM
80
Aviance Capital Management
Florida
$11.1M -$2.52M -32,293 -19%
WIC
81
Woodmont Investment Counsel
Tennessee
$11M -$1.73M -22,252 -14%
PAG
82
Private Advisor Group
New Jersey
$10.9M +$1.05M +13,514 +11%
WT
83
Whittier Trust
California
$10.8M -$75.2K -965 -0.7%
SFSG
84
Stearns Financial Services Group
North Carolina
$10.5M -$93K -1,194 -0.9%
MBT
85
Monroe Bank & Trust
Michigan
$9.74M +$18.1K +233 +0.2%
ACP
86
Ashfield Capital Partners
California
$9.42M +$175K +2,250 +2%
AIA
87
Armor Investment Advisors
North Carolina
$9.4M +$121K +1,550 +1%
BFG
88
Beacon Financial Group
Texas
$9.18M +$158K +2,027 +2%
BCP
89
Berkeley Capital Partners
Georgia
$9.17M -$145K -1,858 -2%
DWM
90
Dakota Wealth Management
Florida
$8.87M +$420K +5,393 +5%
JWA
91
JFS Wealth Advisors
Pennsylvania
$8.76M +$2.8M +35,980 +47%
CSIA
92
Charles Schwab Investment Advisory
California
$8.71M +$253K +3,247 +3%
AIA
93
Allegis Investment Advisors
Idaho
$8.61M -$6.55M -84,135 -43%
NIA
94
Northstar Investment Advisors
Colorado
$8.51M -$89.5K -1,149 -1%
RBC
95
Roble Belko & Company
Pennsylvania
$8.44M +$53K +680 +0.6%
AWM
96
AE Wealth Management
Kansas
$8.43M +$5M +64,151 +147%
UBS AM
97
UBS AM
Illinois
$8.38M +$312K +4,005 +4%
VFA
98
Voya Financial Advisors
Connecticut
$8.31M +$1.62M +20,761 +24%
RWP
99
RWA Wealth Partners
Massachusetts
$8.29M +$147K +1,892 +2%
IA
100
IFP Advisors
Florida
$8.27M -$2.22M -28,490 -21%

VYM Hedge Fund Activity: Q2 2017 in Review

583 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2017, worth a combined $4.67B — down 0.81% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VYM positions and 25 closed out — a net gain of 28 holders — while 236 added to existing stakes and 196 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.5M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, exiting entirely with an estimated $101M sold.

  • 583 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2017, up from 563 in Q1 2017.
  • Funds reported $4.67B of Vanguard High Dividend Yield ETF stock for Q2 2017, down 0.81% quarter-over-quarter.
  • 53 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2017 and 25 closed out, a net change of +28 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2017 was Wells Fargo, an estimated $15.5M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2017.