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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
SC
151
Stratford Consulting
Texas
$4.3M +$20.6K +260 +0.5%
WAM
152
Watermark Asset Management
California
$4.3M -$189K -2,383 -4%
GB
153
Gunma Bank
Japan
$4.3M
Natixis Advisors
154
Natixis Advisors
Massachusetts
$4.26M +$142K +1,790 +4%
BCM
155
Brookstone Capital Management
Illinois
$4.23M -$612K -7,718 -13%
BCI
156
Brinker Capital Investments
Pennsylvania
$4.2M +$1.07M +13,429 +35%
SEIA
157
Signature Estate & Investment Advisors
California
$4.16M +$100K +1,266 +3%
RFM
158
Royal Fund Management
Florida
$4.15M +$1.14M +14,387 +39%
UCFA
159
United Capital Financial Advisors
Texas
$4.09M +$256K +3,231 +7%
EAM
160
Evanson Asset Management
California
$4.08M
FCB
161
First Command Bank
Texas
$4.04M +$39.4K +497 +1%
FCFS
162
First Command Financial Services
Texas
$4.04M +$39.4K +497 +1%
CAI
163
Capital Advisors Inc
Oklahoma
$4.04M -$50.9K -641 -1%
ASN
164
Advisory Services Network
Georgia
$3.94M +$829K +10,446 +27%
BFG
165
Barber Financial Group
Kansas
$3.81M -$358K -4,513 -9%
WBG
166
Wharton Business Group
Pennsylvania
$3.78M -$456K -5,740 -11%
SPC
167
Sigma Planning Corp
Michigan
$3.65M +$1.43K +18 +0%
BCMO
168
Buckingham Capital Management (Ohio)
Ohio
$3.65M -$146K -1,843 -4%
DSN
169
D. Scott Neal
Kentucky
$3.61M +$620K +7,817 +21%
Bank of New York Mellon
170
Bank of New York Mellon
New York
$3.6M -$623K -7,845 -15%
I
171
IberiaBank
Louisiana
$3.58M +$1.85M +23,335 +114%
PA
172
Parallel Advisors
California
$3.56M +$57.7K +727 +2%
LFAS
173
Level Four Advisory Services
Texas
$3.56M +$688K +8,664 +25%
MBTD
174
Mechanics Bank - Trust Department
California
$3.46M -$120K -1,510 -3%
DBIA
175
Dumont & Blake Investment Advisors
New Jersey
$3.33M -$17.1K -215 -0.5%

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.