Vanguard High Dividend Yield ETF
1,128 hedge funds and large institutions have $11.9B invested in Vanguard High Dividend Yield ETF in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 515 increasing their positions, 338 reducing their positions, and 49 closing their positions.
153% more call options, than puts
Call options by funds: $109M | Put options by funds: $43.1M
80% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 49
52% more repeat investments, than reductions
Existing positions increased: 515 | Existing positions reduced: 338
2% more funds holding
Funds holding: 1,102 → 1,128 (+26)
1% more capital invested
Capital invested by funds: $11.8B → $11.9B (+$109M)
1% less funds holding in top 10
Funds holding in top 10: 109 → 108 (-1)
4.32% less ownership
Funds ownership: 35.79% → 31.47% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$448M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$49M |
| 3 |
Morgan Stanley
New York
|
+$34.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$31.5M |
| 5 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$947M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$871M |
| 3 |
MSA
Marino Stram & Associates
Braintree,
Massachusetts
|
-$31.3M |
| 4 |
AF
Ally Financial
Detroit,
Michigan
|
-$28.1M |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MF
1176
Manchester Financial
Westlake Village,
California
| – | -$3K | -30 | Closed |
|
|
BAMG
1177
Brand Asset Management Group
Chesterfield,
Missouri
| – | -$2K | -17 | Closed |
|
|
DWA
1178
Dougherty Wealth Advisers
Wayzata,
Minnesota
| – | -$1K | -11 | Closed |
|
1179
Parallax Volatility Advisers
San Francisco,
California
| – | +$105 | +1 | New |
|
VYM Hedge Fund Activity: Q2 2021 in Review
1,128 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2021, worth a combined $11.9B — up 0.92% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new VYM positions and 49 closed out — a net gain of 39 holders — while 515 added to existing stakes and 338 trimmed.
The largest buyer was Creative Planning, adding an estimated $448M. The largest seller was Financial Perspectives, cutting an estimated $947M.
- 1,128 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2021, up from 1,102 in Q1 2021.
- Funds reported $11.9B of Vanguard High Dividend Yield ETF stock for Q2 2021, up 0.92% quarter-over-quarter.
- 88 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2021 and 49 closed out, a net change of +39 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q2 2021 was Creative Planning, an estimated $448M added.
- The largest Vanguard High Dividend Yield ETF seller in Q2 2021 was Financial Perspectives, an estimated $947M sold.
Based on aggregated 13F filings for Q2 2021.