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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
PK
1101
Pflug Koory
Nebraska
$1K
DWA
1102
Dougherty Wealth Advisers
Minnesota
$1K +$1.06K +11 New
BBHC
1103
Brown Brothers Harriman & Co
New York
$99
SWM
1104
Sugarloaf Wealth Management
Georgia
$97 -$19.3K -200 -17%
SS
1105
Simplicity Solutions
Minnesota
-$31.6M -344,808 Closed
Manulife (Manufacturers Life Insurance)
1106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$21.2M -232,151 Closed
RIA
1107
Regal Investment Advisors
Michigan
-$3.65M -39,912 Closed
CS
1108
Credit Suisse
Switzerland
-$3.1M -33,826 Closed
AI
1109
Atom Investors
Texas
-$2.92M -31,944 Closed
SP
1110
SWS Partners
Ohio
-$2.74M -29,941 Closed
FTUS
1111
Flow Traders U.S.
New York
-$2.43M -26,539 Closed
EPWM
1112
Essex Private Wealth Management
Massachusetts
-$1.96M -21,450 Closed
T
1113
TRUADVICE
Florida
-$1.82M -19,864 Closed
Citadel Advisors
1114
Citadel Advisors
Florida
-$1.26M -13,021 Closed
Legacy Financial Group (Iowa)
1115
Legacy Financial Group (Iowa)
Iowa
-$943K -10,301 Closed
ACM
1116
Anfield Capital Management
California
-$878K -9,599 Closed
HPCM
1117
Hunter Perkins Capital Management
Illinois
-$757K -8,275 Closed
NP
1118
NorthRock Partners
Minnesota
-$740K -8,153 Closed
Fiera Capital (Canada)
1119
Fiera Capital (Canada)
Quebec, Canada
-$680K -7,426 Closed
LWM
1120
Laidlaw Wealth Management
New York
-$674K -7,367 Closed
BSSFA
1121
Baron Silver Stevens Financial Advisors
Florida
-$594K -6,498 Closed
SCA
1122
STALEY CAPITAL ADVISERS
Pennsylvania
-$549K -6,000 Closed
CST
1123
Charles Schwab Trust
Nevada
-$372K -4,061 Closed
AFG
1124
Allegheny Financial Group
Pennsylvania
-$335K -3,656 Closed
SAS
1125
Stelac Advisory Services
New York
-$315K -3,443 Closed

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.