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Vanguard High Dividend Yield ETF

601 hedge funds and large institutions have $5.15B invested in Vanguard High Dividend Yield ETF in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 258 increasing their positions, 179 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

62% more call options, than puts

Call options by funds: $6.42M | Put options by funds: $3.97M

44% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 179

10% more capital invested

Capital invested by funds: $4.67B → $5.15B (+$481M)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

3% more funds holding

Funds holding: 583601 (+18)

1.02% more ownership

Funds ownership: 25.45%26.48% (+1%)

Holders
601
Holders Change
+18
Holders Change %
+3.09%
% of All Funds
14.98%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
1.5%
New
53
Increased
258
Reduced
179
Closed
31
Calls
$6.42M
Puts
$3.97M
Net Calls
+$2.45M
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
126
Northern Trust
Illinois
$5.97M +$645K +8,122 +12%
SLF
127
Sun Life Financial
Ontario, Canada
$5.96M +$135K +1,707 +2%
Citigroup
128
Citigroup
New York
$5.88M +$42.1K +531 +0.7%
FNT
129
First National Trust
Pennsylvania
$5.85M +$162K +2,044 +3%
SFM
130
Signet Financial Management
New Jersey
$5.73M -$222K -2,793 -4%
AWM
131
Avior Wealth Management
Nebraska
$5.65M +$815K +10,274 +17%
PFPT
132
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.62M +$828K +10,432 +18%
SFG
133
StrategIQ Financial Group
Indiana
$5.61M +$48.6K +613 +0.9%
FNBT
134
FineMark National Bank & Trust
Florida
$5.6M +$251K +3,164 +5%
SCA
135
Stuart Chaussee & Associates
California
$5.51M -$59.5K -750 -1%
CAS
136
Cue Advisory Services
Arizona
$5.41M +$188K +2,367 +4%
NL
137
NWAM LLC
Washington
$5.39M -$464K -5,851 -8%
SI
138
SII Investments
Wisconsin
$5.31M -$474K -5,976 -8%
FHB
139
First Hawaiian Bank
Hawaii
$5.2M +$154K +1,940 +3%
LNC
140
Lincoln National Corp
Pennsylvania
$5.09M +$249K +3,143 +5%
SBL
141
Sargent Bickham Lagudis
Colorado
$5.05M -$92.5K -1,165 -2%
FA
142
FDx Advisors
Illinois
$5.04M +$477K +6,015 +11%
BSWMG
143
Barrington Strategic Wealth Management Group
Illinois
$4.85M -$402K -5,065 -8%
WAS
144
Winch Advisory Services
Wisconsin
$4.83M +$42.2K +532 +0.9%
FHC
145
First Heartland Consultants
Missouri
$4.78M +$461K +5,815 +11%
FT
146
Fiduciary Trust
Massachusetts
$4.67M -$467K -5,884 -9%
CIM
147
Corda Investment Management
Texas
$4.6M +$1.68M +21,180 +60%
RW
148
Rand Wealth
Maryland
$4.55M +$5.48K +69 +0.1%
QCMNJ
149
Quantum Capital Management (New Jersey)
New Jersey
$4.55M +$31.3K +394 +0.7%
QIM
150
Quest Investment Management
Oregon
$4.48M +$1.77M +22,320 +68%

VYM Hedge Fund Activity: Q3 2017 in Review

601 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2017, worth a combined $5.15B — up 10% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VYM positions and 31 closed out — a net gain of 22 holders — while 258 added to existing stakes and 179 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $127M. The largest seller was Opus Capital Group, cutting an estimated $42.3M.

  • 601 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2017, up from 583 in Q2 2017.
  • Funds reported $5.15B of Vanguard High Dividend Yield ETF stock for Q3 2017, up 10% quarter-over-quarter.
  • 53 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2017 and 31 closed out, a net change of +22 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $127M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2017 was Opus Capital Group, an estimated $42.3M sold.

Based on aggregated 13F filings for Q3 2017.