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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.

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: 98109 (+11)

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$775M)

3% more funds holding

Funds holding: 1,0671,102 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1051
Lenox Wealth Advisors
New York
$30K
FRA
1052
Front Row Advisors
California
$28K
SIS
1053
Sound Income Strategies
Florida
$27.5K +$9.55K +99 +57%
Schroder Investment Management Group
1054
Schroder Investment Management Group
United Kingdom
$25K -$82K -850 -77%
POIA
1055
Pin Oak Investment Advisors
Texas
$25K
BAM
1056
Barrett Asset Management
New York
$25K +$24.1K +250 New
LAS
1057
Lloyd Advisory Services
Georgia
$24K -$7.72K -80 -25%
RMC
1058
Resources Management Corp
Connecticut
$24K
FF
1059
FourThought Financial
Florida
$23K
BC
1060
Burleson & Co
California
$22K +$21.1K +219 New
TCM
1061
Tradewinds Capital Management
Washington
$21K +$9.65K +100 +89%
PP
1062
PrairieView Partners
Minnesota
$21K +$20K +207 New
SNT
1063
Security National Trust
West Virginia
$20K
TIM
1064
Tortoise Investment Management
New York
$20K +$19.4K +201 New
GAM
1065
Gemmer Asset Management
California
$19K
TAM
1066
Tucker Asset Management
Colorado
$18.6K +$17.7K +184 New
CHC
1067
City Holding Co
West Virginia
$18K +$17.1K +177 New
APWA
1068
Atlas Private Wealth Advisors
New Jersey
$16K +$6.46K +67 +71%
SSB
1069
Sandy Spring Bank
Maryland
$15K -$8.2K -85 -37%
JPLA
1070
Joseph P. Lucia & Associates
New York
$15K -$2.41K -25 -15%
ARIS
1071
Advanced Research Investment Solutions
California
$15K +$13.9K +144 New
CWAF
1072
Core Wealth Advisors (Florida)
Florida
$14K
FI
1073
FormulaFolio Investments
Michigan
$13K -$4.32M -44,742 -100%
DOA
1074
D'Orazio & Associates
Virginia
$13K
RWB
1075
RMR Wealth Builders
New Jersey
$13K

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.