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Vanguard High Dividend Yield ETF

1,127 hedge funds and large institutions have $11.7B invested in Vanguard High Dividend Yield ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 502 increasing their positions, 347 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $107M | Put options by funds: $58M

45% more repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 347

31% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 54

0.21% more ownership

Funds ownership: 31.47%31.68% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 108108 (0)

0% less funds holding

Funds holding: 1,1281,127 (-1)

2% less capital invested

Capital invested by funds: $11.9B → $11.7B (-$199M)

Holders
1,127
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
19.73%
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.89%
New
71
Increased
502
Reduced
347
Closed
54
Calls
$107M
Puts
$58M
Net Calls
+$48.9M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
EPG Wealth Management
Georgia
$13.8M +$277K +2,618 +2%
JFA
127
Johanson Financial Advisors
California
$13.6M +$81.6K +772 +0.6%
EWM
128
Executive Wealth Management
Michigan
$13.6M -$110K -1,037 -0.8%
TCA
129
Transcend Capital Advisors
New Jersey
$13.6M +$1.23M +11,624 +10%
RWRC
130
R.W. Roge & Company
New York
$13.6M +$1.19M +11,256 +10%
OWA
131
Octavia Wealth Advisors
Ohio
$13.6M +$9.18M +86,836 +196%
RBC
132
Roble Belko & Company
Pennsylvania
$13.4M +$1.06M +10,055 +8%
LW
133
Linscomb Wealth
Texas
$13.4M -$215K -2,030 -2%
SW
134
SlateStone Wealth
Florida
$13.4M +$631K +5,971 +5%
AC
135
Annandale Capital
Texas
$13.1M -$108K -1,020 -0.8%
MA
136
Mutual Advisors
Nebraska
$12.9M +$801K +7,575 +6%
EFS
137
Essex Financial Services
Connecticut
$12.9M +$4.94M +46,710 +60%
VVP
138
Venture Visionary Partners
Ohio
$12.9M +$10.2M +96,700 +348%
BPA
139
Beacon Pointe Advisors
California
$12.8M +$1.97M +18,646 +18%
PCMM
140
Piedmont Capital Management (Montana)
Montana
$12.8M -$224K -2,117 -2%
FCI
141
Financial Counselors Inc
Kansas
$12.8M +$291K +2,753 +2%
CCT
142
Country Club Trust
Missouri
$12.7M -$414K -3,917 -3%
CWG
143
Cornerstone Wealth Group
North Carolina
$12.7M +$8.47M +80,079 +188%
EWMCB
144
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$12.7M +$37.6K +356 +0.3%
HL
145
HeadInvest LLC
Maine
$12.6M +$141K +1,335 +1%
MWC
146
MBM Wealth Consultants
Missouri
$12.2M +$470K +4,448 +4%
SEI Investments
147
SEI Investments
Pennsylvania
$12M +$1.34M +12,703 +12%
MIAN
148
Mariner Independent Advisor Network
Kansas
$11.8M +$921K +8,711 +8%
NC
149
NinePointTwo Capital
California
$11.8M
SFO
150
Stokes Family Office
Louisiana
$11.8M +$846 +8 +0%