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Vanguard High Dividend Yield ETF

929 hedge funds and large institutions have $8.97B invested in Vanguard High Dividend Yield ETF in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 356 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $27.7M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

5% more capital invested

Capital invested by funds: $8.52B → $8.97B (+$449M)

2% more funds holding in top 10

Funds holding in top 10: 9496 (+2)

1% more funds holding

Funds holding: 919929 (+10)

0.61% more ownership

Funds ownership: 33.34%33.94% (+0.61%)

2% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 356

Holders
929
Holders Change
+10
Holders Change %
+1.09%
% of All Funds
18.74%
Holding in Top 10
96
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.13%
% of All Funds
1.94%
New
80
Increased
348
Reduced
356
Closed
59
Calls
$46.3M
Puts
$27.7M
Net Calls
+$18.6M
Net Calls Change
+$8.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$13.5M -$13.4K -164 -0.1%
SQA
102
Simon Quick Advisors
New Jersey
$13.4M -$35.5K -434 -0.3%
NCM
103
Northside Capital Management
Oregon
$12.7M -$393K -4,799 -3%
VFA
104
Voya Financial Advisors
Connecticut
$12.4M -$888K -10,845 -7%
Citigroup
105
Citigroup
New York
$11.8M -$2.44M -29,754 -17%
FPIS
106
Financial Planning & Information Services
Wisconsin
$11.6M +$3.12M +38,040 +36%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$11.4M +$3.19M +38,923 +38%
SIC
108
Sigma Investment Counselors
Michigan
$11.3M -$7.66M -93,503 -40%
GJIC
109
Gamble Jones Investment Counsel
California
$11.2M +$57K +696 +0.5%
ECM
110
Evergreen Capital Management
Washington
$11.2M -$2.92M -35,626 -20%
AMCA
111
Arthur M. Cohen & Associates
Illinois
$11.2M +$9.81M +119,728 +634%
QWM
112
Quaker Wealth Management
New Jersey
$11.1M +$697K +8,511 +7%
BI
113
Ballast Inc
Kentucky
$11M +$880K +10,746 +9%
CL
114
CPWM LLC
Washington
$11M +$992K +12,108 +10%
FMBTD
115
First Midwest Bank Trust Division
Illinois
$10.8M -$1.44M -17,537 -12%
LW
116
Linscomb Wealth
Texas
$10.7M -$177K -2,165 -2%
ACP
117
Ashfield Capital Partners
California
$10.7M -$178K -2,175 -2%
IA
118
IFG Advisory
Georgia
$10.6M +$971K +11,860 +10%
CCT
119
Country Club Trust
Missouri
$10.2M -$783K -9,559 -7%
Bessemer Group
120
Bessemer Group
New Jersey
$10.1M +$81.5K +995 +0.8%
APA
121
American Portfolios Advisors
New York
$10M -$513K -6,266 -5%
AI
122
Atria Investments
North Carolina
$9.84M +$1.96M +23,929 +24%
PWMAG
123
Pinnacle Wealth Management Advisory Group
New Jersey
$9.83M +$783K +9,560 +9%
EWM
124
EPG Wealth Management
Georgia
$9.65M +$702K +8,571 +8%
HL
125
HeadInvest LLC
Maine
$9.55M +$254K +3,100 +3%

VYM Hedge Fund Activity: Q3 2020 in Review

929 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2020, worth a combined $8.97B — up 5.3% from $8.52B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VYM positions and 59 closed out — a net gain of 21 holders — while 348 added to existing stakes and 356 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $61.7M. The largest seller was Red Cedar Investment Management, exiting entirely with an estimated $15M sold.

  • 929 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2020, up from 919 in Q2 2020.
  • Funds reported $8.97B of Vanguard High Dividend Yield ETF stock for Q3 2020, up 5.3% quarter-over-quarter.
  • 80 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2020 and 59 closed out, a net change of +21 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2020 was United Services Automobile Association, an estimated $61.7M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2020 was Red Cedar Investment Management, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2020.