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Vanguard High Dividend Yield ETF

1,102 hedge funds and large institutions have $11.8B invested in Vanguard High Dividend Yield ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 482 increasing their positions, 351 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $67.9M | Put options by funds: $32.9M

89% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 54

37% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 351

11% more funds holding in top 10

Funds holding in top 10: 98109 (+11)

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$775M)

3% more funds holding

Funds holding: 1,0671,102 (+35)

0.58% more ownership

Funds ownership: 35.21%35.79% (+0.58%)

Holders
1,102
Holders Change
+35
Holders Change %
+3.28%
% of All Funds
19.35%
Holding in Top 10
109
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.22%
% of All Funds
1.91%
New
102
Increased
482
Reduced
351
Closed
54
Calls
$67.9M
Puts
$32.9M
Net Calls
+$35M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
101
Dai-ichi Life Insurance Company
Japan
$17.7M +$10.7M +110,515 +172%
VFA
102
Voya Financial Advisors
Connecticut
$17.1M +$1.26M +13,064 +8%
BCP
103
Berkeley Capital Partners
Georgia
$16.7M -$741K -7,682 -4%
GJIC
104
Gamble Jones Investment Counsel
California
$16.7M +$154K +1,595 +1%
KTC
105
Kistler-Tiffany Companies
Pennsylvania
$16.7M +$74.6K +773 +0.5%
Bessemer Group
106
Bessemer Group
New Jersey
$16.6M -$98.6K -1,022 -0.6%
BI
107
Ballast Inc
Kentucky
$16.4M -$366K -3,796 -2%
Mariner
108
Mariner
Kansas
$16.4M -$265K -2,744 -2%
APA
109
American Portfolios Advisors
New York
$15.8M +$2.4M +24,912 +19%
Vanguard Group
110
Vanguard Group
Pennsylvania
$15.8M +$111K +1,155 +0.7%
NCM
111
Northside Capital Management
Oregon
$15.3M -$194K -2,013 -1%
SFBLI
112
Southern Farm Bureau Life Insurance
Mississippi
$14.8M +$14.2M +146,900 New
AI
113
Atria Investments
North Carolina
$14.6M +$1.74M +18,066 +14%
CBB
114
Citizens Business Bank
California
$14.5M +$10.4M +108,200 +305%
IHWM
115
Iron Horse Wealth Management
Iowa
$14.5M +$513K +5,321 +4%
CL
116
CPWM LLC
Washington
$14.4M +$491K +5,090 +4%
Citigroup
117
Citigroup
New York
$14.2M -$904K -9,368 -6%
IA
118
IFG Advisory
Georgia
$14.1M +$216K +2,235 +2%
FMBTD
119
First Midwest Bank Trust Division
Illinois
$14M +$918K +9,513 +7%
LW
120
Linscomb Wealth
Texas
$13.6M +$80K +829 +0.6%
EWM
121
Executive Wealth Management
Michigan
$13.6M +$4.97M +51,551 +62%
DC
122
DeDora Capital
California
$13.6M +$879K +9,116 +7%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$13.5M +$76.7K +795 +0.6%
ACP
124
Ashfield Capital Partners
California
$13.4M +$41.2K +427 +0.3%
PWP
125
Principle Wealth Partners
Connecticut
$13.2M +$1.07M +11,084 +9%

VYM Hedge Fund Activity: Q1 2021 in Review

1,102 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2021, worth a combined $11.8B — up 7% from $11B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VYM positions and 54 closed out — a net gain of 48 holders — while 482 added to existing stakes and 351 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $871M. The largest seller was Raymond James & Associates, cutting an estimated $671M.

  • 1,102 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2021, up from 1,067 in Q4 2020.
  • Funds reported $11.8B of Vanguard High Dividend Yield ETF stock for Q1 2021, up 7% quarter-over-quarter.
  • 102 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2021 and 54 closed out, a net change of +48 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2021 was Financial Perspectives, an estimated $871M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2021 was Raymond James & Associates, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.