Vanguard High Dividend Yield ETF
1,102 hedge funds and large institutions have $11.8B invested in Vanguard High Dividend Yield ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 482 increasing their positions, 351 reducing their positions, and 54 closing their positions.
106% more call options, than puts
Call options by funds: $67.9M | Put options by funds: $32.9M
89% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 54
37% more repeat investments, than reductions
Existing positions increased: 482 | Existing positions reduced: 351
11% more funds holding in top 10
Funds holding in top 10: 98 → 109 (+11)
7% more capital invested
Capital invested by funds: $11B → $11.8B (+$775M)
3% more funds holding
Funds holding: 1,067 → 1,102 (+35)
0.58% more ownership
Funds ownership: 35.21% → 35.79% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$871M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$186M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$48M |
| 4 |
Morgan Stanley
New York
|
+$35.8M |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
+$35.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$671M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$301M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$103M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$31.6M |
| 5 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
-$22.8M |
VYM Hedge Fund Activity: Q1 2021 in Review
1,102 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2021, worth a combined $11.8B — up 7% from $11B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new VYM positions and 54 closed out — a net gain of 48 holders — while 482 added to existing stakes and 351 trimmed.
The largest buyer was Financial Perspectives, adding an estimated $871M. The largest seller was Raymond James & Associates, cutting an estimated $671M.
- 1,102 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2021, up from 1,067 in Q4 2020.
- Funds reported $11.8B of Vanguard High Dividend Yield ETF stock for Q1 2021, up 7% quarter-over-quarter.
- 102 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2021 and 54 closed out, a net change of +48 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q1 2021 was Financial Perspectives, an estimated $871M added.
- The largest Vanguard High Dividend Yield ETF seller in Q1 2021 was Raymond James & Associates, an estimated $671M sold.
Based on aggregated 13F filings for Q1 2021.