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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
BFG
151
Barber Financial Group
Kansas
$4.02M +$308K +3,955 +8%
Natixis Advisors
152
Natixis Advisors
Massachusetts
$3.97M -$7.32K -94 -0.2%
CAI
153
Capital Advisors Inc
Oklahoma
$3.94M -$2.31M -29,671 -37%
EAM
154
Evanson Asset Management
California
$3.93M -$434K -5,573 -10%
SEIA
155
Signature Estate & Investment Advisors
California
$3.91M -$98.4K -1,263 -2%
AAP
156
Arax Advisory Partners
Colorado
$3.9M +$16.7K +214 +0.4%
FCB
157
First Command Bank
Texas
$3.85M +$218K +2,800 +6%
FCFS
158
First Command Financial Services
Texas
$3.85M +$218K +2,800 +6%
Citadel Advisors
159
Citadel Advisors
Florida
$3.77M +$3.26M +41,807 +656%
UCFA
160
United Capital Financial Advisors
Texas
$3.69M -$1.59M -20,412 -30%
BCMO
161
Buckingham Capital Management (Ohio)
Ohio
$3.66M +$250K +3,204 +7%
SPC
162
Sigma Planning Corp
Michigan
$3.52M -$94.4K -1,212 -3%
MBTD
163
Mechanics Bank - Trust Department
California
$3.46M +$8.18K +105 +0.2%
NR
164
Newfound Research
Massachusetts
$3.46M +$540K +6,932 +19%
AAM
165
Aberdeen Asset Management
United Kingdom
$3.41M -$200K -2,564 -6%
PA
166
Parallel Advisors
California
$3.37M +$4.75K +61 +0.1%
Luther King Capital Management (LKCM)
167
Luther King Capital Management (LKCM)
Texas
$3.36M -$1.95M -25,000 -37%
HPC
168
HM Payson & Co
Maine
$3.31M -$562K -7,217 -15%
DBIA
169
Dumont & Blake Investment Advisors
New Jersey
$3.23M +$7.01K +90 +0.2%
KIA
170
KCM Investment Advisors
California
$3.19M +$46K +591 +1%
JIC
171
JRM Investment Counsel
Nebraska
$3.14M -$596K -7,656 -16%
FHA
172
Flagship Harbor Advisors
Massachusetts
$3.07M +$66.3K +851 +2%
BCI
173
Brinker Capital Investments
Pennsylvania
$3M +$669K +8,594 +29%
ASN
174
Advisory Services Network
Georgia
$2.98M +$449K +5,770 +18%
SRSA
175
S.R. Schill & Associates
Washington
$2.97M +$252K +3,238 +9%

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.