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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
SWP
76
Stratos Wealth Partners
Ohio
$18.8M +$1.04M +12,656 +6%
IWA
77
Inspirion Wealth Advisors
Illinois
$18.7M +$2.55M +31,075 +16%
CA
78
Cornerstone Advisory
Maryland
$18.7M -$240K -2,934 -1%
FHA
79
First Horizon Advisors
Tennessee
$18.2M +$986K +12,039 +6%
TC
80
TownSquare Capital
Utah
$18M +$1.41M +17,196 +8%
FWM
81
Focused Wealth Management
New York
$16.5M -$329K -4,018 -2%
TCM
82
Twele Capital Management
Minnesota
$15.9M +$627K +7,655 +4%
MWPCG
83
Measured Wealth Private Client Group
New Hampshire
$15.9M +$709K +8,656 +5%
SW
84
SlateStone Wealth
Florida
$15.7M -$687K -8,392 -4%
OCG
85
Opus Capital Group
Ohio
$15.2M -$5.12M -62,470 -25%
GLLW
86
Graves Light Lenhart Wealth
Virginia
$15.1M -$37.2K -454 -0.2%
AF
87
Ally Financial
Michigan
$15M +$15.2M +185,000 New
MA
88
MUFG Americas
New York
$14.7M +$109K +1,331 +0.7%
WT
89
Washington Trust
Rhode Island
$14.4M -$402K -4,906 -3%
RJT
90
Raymond James Trust
Florida
$14.2M +$228K +2,782 +2%
WBG
91
Wharton Business Group
Pennsylvania
$14.2M +$574K +7,003 +4%
BCP
92
Berkeley Capital Partners
Georgia
$14.1M +$445K +5,435 +3%
BOH
93
Bank of Hawaii
Hawaii
$14.1M +$3.07M +37,507 +27%
FHB
94
First Hawaiian Bank
Hawaii
$14.1M +$224K +2,733 +2%
BWM
95
Benchmark Wealth Management
Connecticut
$14.1M +$1.34M +16,301 +10%
IAN
96
Integrated Advisors Network
Texas
$14.1M -$10.6M -129,409 -43%
HCP
97
Holt Capital Partners
Texas
$14M +$819 +10 +0%
KTC
98
Kistler-Tiffany Companies
Pennsylvania
$13.8M -$65.2K -796 -0.5%
ODIJL
99
One Day In July LLC
Vermont
$13.8M +$410K +5,001 +3%
Two Sigma Advisers
100
Two Sigma Advisers
New York
$13.6M +$8.65M +105,600 +168%

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.