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Vanguard High Dividend Yield ETF

583 hedge funds and large institutions have $4.67B invested in Vanguard High Dividend Yield ETF in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 236 increasing their positions, 196 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

63% more call options, than puts

Call options by funds: $7.81M | Put options by funds: $4.79M

20% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 196

4% more funds holding

Funds holding: 563583 (+20)

1% less capital invested

Capital invested by funds: $4.7B → $4.67B (-$37.9M)

1.23% less ownership

Funds ownership: 26.68%25.45% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
583
Holders Change
+20
Holders Change %
+3.55%
% of All Funds
14.54%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.45%
New
53
Increased
236
Reduced
196
Closed
25
Calls
$7.81M
Puts
$4.79M
Net Calls
+$3.02M
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
126
First National Trust
Pennsylvania
$5.48M +$462K +5,927 +9%
SFG
127
StrategIQ Financial Group
Indiana
$5.36M +$339K +4,359 +7%
SWP
128
Stratos Wealth Partners
Ohio
$5.35M -$727K -9,334 -12%
SCA
129
Stuart Chaussee & Associates
California
$5.33M -$2.44M -31,320 -31%
FNBT
130
FineMark National Bank & Trust
Florida
$5.15M +$326K +4,182 +7%
Northern Trust
131
Northern Trust
Illinois
$5.12M +$169K +2,175 +3%
BSWMG
132
Barrington Strategic Wealth Management Group
Illinois
$5.07M -$350K -4,489 -6%
CAS
133
Cue Advisory Services
Arizona
$5.03M +$127K +1,630 +3%
FT
134
Fiduciary Trust
Massachusetts
$4.96M -$762K -9,782 -13%
SBL
135
Sargent Bickham Lagudis
Colorado
$4.96M +$1.87K +24 +0%
FHB
136
First Hawaiian Bank
Hawaii
$4.86M +$821K +10,539 +20%
BCM
137
Brookstone Capital Management
Illinois
$4.68M -$680K -8,728 -13%
LNC
138
Lincoln National Corp
Pennsylvania
$4.67M -$71.2K -914 -2%
AWM
139
Avior Wealth Management
Nebraska
$4.64M -$1.42M -18,241 -23%
WAS
140
Winch Advisory Services
Wisconsin
$4.61M +$12.6K +162 +0.3%
PFPT
141
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.6M +$903K +11,600 +25%
FA
142
FDx Advisors
Illinois
$4.39M +$299K +3,838 +7%
RW
143
Rand Wealth
Maryland
$4.38M -$78.5K -1,008 -2%
QCMNJ
144
Quantum Capital Management (New Jersey)
New Jersey
$4.35M +$179K +2,300 +4%
WAM
145
Watermark Asset Management
California
$4.33M -$268K -3,445 -6%
FHC
146
First Heartland Consultants
Missouri
$4.16M +$258K +3,314 +7%
GB
147
Gunma Bank
Japan
$4.14M
SC
148
Stratford Consulting
Texas
$4.13M +$777K +9,982 +23%
WBG
149
Wharton Business Group
Pennsylvania
$4.09M -$1.88M -24,165 -32%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$4.08M +$376K +4,831 +10%

VYM Hedge Fund Activity: Q2 2017 in Review

583 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2017, worth a combined $4.67B — down 0.81% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VYM positions and 25 closed out — a net gain of 28 holders — while 236 added to existing stakes and 196 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.5M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, exiting entirely with an estimated $101M sold.

  • 583 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2017, up from 563 in Q1 2017.
  • Funds reported $4.67B of Vanguard High Dividend Yield ETF stock for Q2 2017, down 0.81% quarter-over-quarter.
  • 53 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2017 and 25 closed out, a net change of +28 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2017 was Wells Fargo, an estimated $15.5M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2017 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2017.