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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
AWM
126
Avior Wealth Management
Nebraska
$4.58M +$1.66M +22,858 +56%
CAS
127
Cue Advisory Services
Arizona
$4.55M +$229K +3,146 +5%
AIA
128
Allegis Investment Advisors
Idaho
$4.53M +$2.7M +37,187 +145%
SFG
129
StrategIQ Financial Group
Indiana
$4.44M -$380K -5,233 -8%
Northern Trust
130
Northern Trust
Illinois
$4.33M +$370K +5,089 +9%
IH
131
IFC Holdings
Florida
$4.22M +$3.54M +48,737 +505%
LNC
132
Lincoln National Corp
Pennsylvania
$4.17M +$377K +5,190 +10%
WAS
133
Winch Advisory Services
Wisconsin
$4.02M +$1.24M +17,013 +44%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$3.89M +$245K +3,370 +7%
QCMNJ
135
Quantum Capital Management (New Jersey)
New Jersey
$3.88M -$44.7K -615 -1%
Luther King Capital Management (LKCM)
136
Luther King Capital Management (LKCM)
Texas
$3.85M
GB
137
Gunma Bank
Japan
$3.82M
JWA
138
JFS Wealth Advisors
Pennsylvania
$3.75M +$2.48M +34,196 +192%
SWP
139
Stratos Wealth Partners
Ohio
$3.72M +$577K +7,949 +18%
JIC
140
JRM Investment Counsel
Nebraska
$3.71M -$123K -1,688 -3%
AAM
141
Aberdeen Asset Management
United Kingdom
$3.69M +$3.72M +51,214 New
VFA
142
Voya Financial Advisors
Connecticut
$3.54M +$1.53M +21,107 +75%
FNBT
143
FineMark National Bank & Trust
Florida
$3.44M +$263K +3,623 +8%
SEIA
144
Signature Estate & Investment Advisors
California
$3.38M +$1.1M +15,205 +48%
SPC
145
Sigma Planning Corp
Michigan
$3.37M +$16.9K +233 +0.5%
SI
146
SII Investments
Wisconsin
$3.34M -$7.93M -109,096 -70%
EWM
147
Evermay Wealth Management
Virginia
$3.33M -$47.8K -658 -1%
MBTD
148
Mechanics Bank - Trust Department
California
$3.32M +$3.34M +45,985 New
JFA
149
Johanson Financial Advisors
California
$3.29M +$541K +7,442 +19%
FHC
150
First Heartland Consultants
Missouri
$3.28M +$220K +3,022 +7%