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Vanguard High Dividend Yield ETF
VYM

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
1,102
Holders Change
+35
Holders Change %
+3.28%
% of All Funds
19.35%
Holding in Top 10
109
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.22%
% of All Funds
1.91%
New
102
Increased
482
Reduced
351
Closed
54
Calls
$67.9M
Puts
$32.9M
Net Calls
+$35M
Net Calls Change
+$21.1M

Top Buyers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
+$871M
2
Charles Schwab
Charles Schwab
California
+$186M
3
HighTower Advisors
HighTower Advisors
Illinois
+$48M
4
Morgan Stanley
Morgan Stanley
New York
+$35.8M
5
CG
Colony Group
Massachusetts
+$35.8M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$671M
2
Bank of America
Bank of America
North Carolina
-$301M
3
USAA
United Services Automobile Association
Texas
-$103M
4
SS
Simplicity Solutions
Minnesota
-$31.6M
5
PFM
Parsec Financial Management
North Carolina
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
1001
Stonebridge Financial Planning Group
Florida
$146K -$9.55K -99 -6%
MWM
1002
Mascoma Wealth Management
New Hampshire
$136K +$129K +1,342 New
NCM
1003
New Capital Management
Texas
$135K +$868 +9 +0.7%
BCA
1004
Bray Capital Advisors
Florida
$121K +$386 +4 +0.3%
CA
1005
Clearstead Advisors
Ohio
$120K – – –
ACA
1006
Atlas Capital Advisors
Wyoming
$120K – – –
CA
1007
Crewe Advisors
Utah
$119K – – –
HFA
1008
Hoover Financial Advisors
Pennsylvania
$112K -$9.45K -98 -9%
CWM
1009
Cranbrook Wealth Management
Michigan
$110K – – –
TC
1010
Trust Company
Kansas
$108K -$157K -1,623 -60%
EIP
1011
Ellis Investment Partners
Pennsylvania
$104K +$386 +4 +0.4%
EP
1012
Eudaimonia Partners
Tennessee
$103K +$9.16K +95 +10%
LWM
1013
Liberty Wealth Management
California
$100K – – –
MSFP
1014
Mark Sheptoff Financial Planning
Connecticut
$97K – – –
HDIM
1015
Hanson & Doremus Investment Management
Vermont
$97K +$289 +3 +0.3%
FCM
1016
Firestone Capital Management
Florida
$96K – – –
WAS
1017
Winch Advisory Services
Wisconsin
$91K +$289 +3 +0.3%
TF
1018
TimeScale Financial
Massachusetts
$89K +$16.1K +167 +23%
TC
1019
Truvestments Capital
Florida
$87K +$1.45K +15 +2%
CIA
1020
Cascade Investment Advisors
Oregon
$85.9K – – –
QCG
1021
Quadrant Capital Group
Ohio
$82K – – –
BA
1022
Ballast Advisors
Minnesota
$76K – – –
TF
1023
Tompkins Financial
New York
$76K +$72.3K +750 New
TLCM
1024
Twin Lakes Capital Management
California
$71K +$67.5K +700 New
HCM
1025
Horrell Capital Management
Arkansas
$69K – – –
39 40
41
42 43

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.