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Vanguard High Dividend Yield ETF

475 hedge funds and large institutions have $4.39B invested in Vanguard High Dividend Yield ETF in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 222 increasing their positions, 125 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 125

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

13% more call options, than puts

Call options by funds: $9.82M | Put options by funds: $8.69M

10% more capital invested

Capital invested by funds: $3.99B → $4.39B (+$407M)

2% more funds holding

Funds holding: 465475 (+10)

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

0.25% more ownership

Funds ownership: 28.07%28.33% (+0.25%)

Holders
475
Holders Change
+10
Holders Change %
+2.15%
% of All Funds
12.68%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
1.44%
New
44
Increased
222
Reduced
125
Closed
26
Calls
$9.82M
Puts
$8.69M
Net Calls
+$1.14M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
101
Pinnacle Wealth Management Advisory Group
New Jersey
$6.84M +$438K +6,025 +7%
FSA
102
Financial Sense Advisors
California
$6.83M -$1.22M -16,738 -15%
CA
103
Cetera Advisors
Colorado
$6.82M +$1.18M +16,294 +21%
RJT
104
Raymond James Trust
Florida
$6.73M
EC
105
Estate Counselors
Wisconsin
$6.36M +$654K +9,000 +11%
IA
106
IFP Advisors
Florida
$6.14M +$634K +8,731 +11%
SFM
107
Signet Financial Management
New Jersey
$6.13M +$205K +2,818 +3%
UCFA
108
United Capital Financial Advisors
Texas
$6.1M -$86.1K -1,185 -1%
DP
109
Dearborn Partners
Illinois
$5.96M -$42.6K -586 -0.7%
CFP
110
Cornerstone Financial Partners
North Carolina
$5.8M -$194K -2,670 -3%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$5.68M -$530K -7,296 -8%
NPC
112
National Planning Corporation
California
$5.67M +$598K +8,231 +12%
FT
113
Fiduciary Trust
Massachusetts
$5.57M +$1.15M +15,765 +26%
CSIA
114
Charles Schwab Investment Advisory
California
$5.44M +$1.78M +24,486 +48%
DADC
115
D.A. Davidson & Co
Montana
$5.42M +$2.5M +34,416 +85%
BSWMG
116
Barrington Strategic Wealth Management Group
Illinois
$5.32M +$427K +5,875 +9%
BTNA
117
Bremer Trust National Association
Minnesota
$5.31M +$633K +8,717 +13%
SCG
118
Sonata Capital Group
Washington
$5.28M +$520K +7,155 +11%
FANJ
119
Financial Architects (New Jersey)
New Jersey
$5.26M +$1.62M +22,259 +44%
Jane Street
120
Jane Street
New York
$5.26M +$797K +10,977 +18%
Citigroup
121
Citigroup
New York
$4.99M +$470K +6,475 +10%
UBS AM
122
UBS AM
Illinois
$4.89M -$123K -1,699 -2%
RCAG
123
Rehmann Capital Advisory Group
Michigan
$4.86M +$4.9M +67,411 New
CONA
124
Capital One National Association
New York
$4.77M +$1.17M +16,117 +32%
HL
125
HeadInvest LLC
Maine
$4.77M +$103K +1,420 +2%