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Vanguard High Dividend Yield ETF

601 hedge funds and large institutions have $5.15B invested in Vanguard High Dividend Yield ETF in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 258 increasing their positions, 179 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

62% more call options, than puts

Call options by funds: $6.42M | Put options by funds: $3.97M

44% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 179

10% more capital invested

Capital invested by funds: $4.67B → $5.15B (+$481M)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

3% more funds holding

Funds holding: 583601 (+18)

1.02% more ownership

Funds ownership: 25.45%26.48% (+1%)

Holders
601
Holders Change
+18
Holders Change %
+3.09%
% of All Funds
14.98%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
1.5%
New
53
Increased
258
Reduced
179
Closed
31
Calls
$6.42M
Puts
$3.97M
Net Calls
+$2.45M
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
GE
101
General Electric
Ohio
$8.79M +$8.6M +108,410 New
RWP
102
RWA Wealth Partners
Massachusetts
$8.71M +$112K +1,411 +1%
RBC
103
Roble Belko & Company
Pennsylvania
$8.57M -$179K -2,259 -2%
BCP
104
Berkeley Capital Partners
Georgia
$8.45M -$1.04M -13,115 -11%
KFP
105
Keystone Financial Planning
Ohio
$8.41M +$729K +9,183 +10%
EWMCB
106
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.24M -$199K -2,504 -2%
RJT
107
Raymond James Trust
Florida
$8.07M +$51.2K +645 +0.7%
FAAS
108
First Allied Advisory Services
California
$7.87M +$322K +4,060 +4%
CONA
109
Capital One National Association
New York
$7.71M +$421K +5,307 +6%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$7.63M +$1.51M +18,968 +25%
KPCM
111
Kings Point Capital Management
New York
$7.49M +$189K +2,379 +3%
GMA
112
Goldstein Munger & Associates
California
$7.28M +$159 +2 +0%
FFS
113
Founders Financial Securities
Maryland
$7.2M +$6.46M +81,448 +1,099%
PWMAG
114
Pinnacle Wealth Management Advisory Group
New Jersey
$7.15M -$493K -6,217 -7%
CA
115
Cetera Advisors
Colorado
$7.13M -$540K -6,807 -7%
Brown Advisory
116
Brown Advisory
Maryland
$6.95M -$374K -4,715 -5%
JFA
117
Johanson Financial Advisors
California
$6.94M +$570K +7,178 +9%
SCG
118
Sonata Capital Group
Washington
$6.86M +$115K +1,445 +2%
SQA
119
Simon Quick Advisors
New Jersey
$6.64M +$160K +2,011 +3%
FANJ
120
Financial Architects (New Jersey)
New Jersey
$6.41M +$211K +2,662 +3%
WJA
121
Williams Jones & Associates
New York
$6.36M -$1.01M -12,666 -14%
HL
122
HeadInvest LLC
Maine
$6.34M +$106K +1,338 +2%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$6.25M +$530K +6,681 +9%
BTNA
124
Bremer Trust National Association
Minnesota
$6.16M +$448K +5,645 +8%
SWP
125
Stratos Wealth Partners
Ohio
$6.09M +$535K +6,738 +10%

VYM Hedge Fund Activity: Q3 2017 in Review

601 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2017, worth a combined $5.15B — up 10% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VYM positions and 31 closed out — a net gain of 22 holders — while 258 added to existing stakes and 179 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $127M. The largest seller was Opus Capital Group, cutting an estimated $42.3M.

  • 601 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2017, up from 583 in Q2 2017.
  • Funds reported $5.15B of Vanguard High Dividend Yield ETF stock for Q3 2017, up 10% quarter-over-quarter.
  • 53 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2017 and 31 closed out, a net change of +22 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $127M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2017 was Opus Capital Group, an estimated $42.3M sold.

Based on aggregated 13F filings for Q3 2017.