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Vanguard High Dividend Yield ETF

691 hedge funds and large institutions have $6.13B invested in Vanguard High Dividend Yield ETF in 2017 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 223 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 27

58% more call options, than puts

Call options by funds: $4.86M | Put options by funds: $3.07M

30% more funds holding in top 10

Funds holding in top 10: 6078 (+18)

19% more capital invested

Capital invested by funds: $5.15B → $6.13B (+$983M)

15% more funds holding

Funds holding: 601691 (+90)

11% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 223

2.32% more ownership

Funds ownership: 26.48%28.8% (+2.3%)

Holders
691
Holders Change
+90
Holders Change %
+14.98%
% of All Funds
15.67%
Holding in Top 10
78
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+30%
% of All Funds
1.77%
New
120
Increased
247
Reduced
223
Closed
27
Calls
$4.86M
Puts
$3.07M
Net Calls
+$1.79M
Net Calls Change
-$659K
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
101
Berkeley Capital Partners
Georgia
$8.82M -$101K -1,211 -1%
EWMCB
102
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.59M -$118K -1,412 -1%
CFP
103
Cornerstone Financial Partners
North Carolina
$8.57M +$8.36M +99,947 New
FAAS
104
First Allied Advisory Services
California
$8.53M +$178K +2,132 +2%
CSIA
105
Charles Schwab Investment Advisory
California
$8.52M -$1.1M -13,209 -12%
KFP
106
Keystone Financial Planning
Ohio
$8.47M -$397K -4,748 -5%
RJT
107
Raymond James Trust
Florida
$8.38M -$142K -1,698 -2%
ACM
108
Aviance Capital Management
Florida
$8.24M -$2.49M -29,792 -24%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$8.01M -$41.2K -493 -0.5%
CA
110
Cetera Advisors
Colorado
$7.96M +$389K +4,655 +5%
JFA
111
Johanson Financial Advisors
California
$7.89M +$540K +6,460 +8%
SQA
112
Simon Quick Advisors
New Jersey
$7.85M +$514K +6,147 +8%
KPCM
113
Kings Point Capital Management
New York
$7.78M -$133K -1,588 -2%
AIA
114
Allegis Investment Advisors
Idaho
$7.67M -$2.43M -29,068 -24%
GMA
115
Goldstein Munger & Associates
California
$7.65M -$40.6K -486 -0.5%
EWG
116
Executive Wealth Group
Washington
$7.63M +$7.45M +89,136 New
PWMAG
117
Pinnacle Wealth Management Advisory Group
New Jersey
$7.61M +$57.1K +683 +0.8%
PI
118
PFS Investments
Georgia
$7.51M +$6.95M +83,158 New
FNT
119
First National Trust
Pennsylvania
$7.46M +$1.25M +14,983 +21%
FANJ
120
Financial Architects (New Jersey)
New Jersey
$7.42M +$627K +7,502 +9%
BTNA
121
Bremer Trust National Association
Minnesota
$7.37M +$837K +10,014 +13%
Luther King Capital Management (LKCM)
122
Luther King Capital Management (LKCM)
Texas
$7.36M +$4.6M +55,000 +178%
SCG
123
Sonata Capital Group
Washington
$7.21M -$30K -359 -0.4%
BFO
124
Biltmore Family Office
North Carolina
$7.11M +$6.94M +83,039 New
IA
125
IFG Advisory
Georgia
$7.09M +$6.92M +82,754 New