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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
JFA
126
Johanson Financial Advisors
California
$9.49M +$304K +3,707 +3%
SFO
127
Stokes Family Office
Louisiana
$9.41M -$521K -6,361 -5%
RWB
128
RMR Wealth Builders
New Jersey
$9.31M +$9.42M +115,025 New
DC
129
DeDora Capital
California
$9.23M +$329K +4,022 +4%
RWRC
130
R.W. Roge & Company
New York
$9.22M +$132K +1,615 +2%
EWMCB
131
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.09M -$1.75M -21,362 -16%
FANJ
132
Financial Architects (New Jersey)
New Jersey
$8.74M -$109K -1,336 -1%
MWC
133
MBM Wealth Consultants
Missouri
$8.64M +$530K +6,474 +6%
SFG
134
Sunburst Financial Group
Alabama
$8.61M -$138K -1,688 -2%
JWA
135
JFS Wealth Advisors
Pennsylvania
$8.55M -$451K -5,507 -5%
RFM
136
Royal Fund Management
Florida
$8.54M +$3.67M +44,828 +74%
IAIM
137
International Assets Investment Management
Florida
$8.48M +$4.39M +53,571 New
AWM
138
Avior Wealth Management
Nebraska
$8.44M -$443K -5,407 -5%
HW
139
Hancock Whitney
Mississippi
$8.39M -$534K -6,519 -6%
PIMG
140
Patriot Investment Management Group
Tennessee
$8.38M +$253K +3,091 +3%
FCI
141
Financial Counselors Inc
Kansas
$8.33M -$84K -1,026 -1%
BPA
142
Beacon Pointe Advisors
California
$8.32M -$1.11M -13,564 -12%
LNC
143
Lincoln National Corp
Pennsylvania
$8.28M -$194K -2,363 -2%
MWM
144
Mission Wealth Management
California
$8.25M -$5.74M -70,105 -41%
MWM
145
McNaughton Wealth Management
California
$8.1M -$127K -1,550 -2%
ASN
146
Advisory Services Network
Georgia
$7.98M -$295K -3,606 -4%
RBC
147
Roble Belko & Company
Pennsylvania
$7.93M -$67.3K -822 -0.8%
FNBT
148
FineMark National Bank & Trust
Florida
$7.92M +$134K +1,630 +2%
CA
149
Cetera Advisors
Colorado
$7.89M +$880K +10,750 +12%
US Bancorp
150
US Bancorp
Minnesota
$7.78M +$2.94M +35,882 +60%

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.