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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
WT
151
Whittier Trust
California
$7.73M -$464K -5,671 -6%
EWG
152
Executive Wealth Group
Washington
$7.6M +$49.3K +602 +0.6%
WIC
153
Woodmont Investment Counsel
Tennessee
$7.57M -$64.1K -783 -0.8%
PA
154
PFG Advisors
Arizona
$7.46M -$1.41M -17,274 -16%
PFO
155
Pathstone Family Office
New Jersey
$7.42M +$38K +464 +0.5%
CS
156
Comerica Securities
Michigan
$7.39M +$634K +7,743 +9%
Northern Trust
157
Northern Trust
Illinois
$7.39M -$3.34M -40,788 -31%
KFP
158
Keystone Financial Planning
Ohio
$7.36M -$838K -10,226 -10%
MA
159
Mutual Advisors
Nebraska
$7.01M +$751K +9,171 +12%
HWM
160
Howard Wealth Management
Connecticut
$6.97M -$410K -5,007 -5%
EWM
161
Executive Wealth Management
Michigan
$6.82M -$2.63M -32,149 -28%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$6.81M +$170K +2,073 +3%
SLF
163
Sun Life Financial
Ontario, Canada
$6.79M +$341K +4,163 +5%
SWP
164
Summit Wealth Partners
Florida
$6.77M +$158K +1,933 +2%
PFPT
165
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.74M -$825K -10,073 -11%
CCMD
166
Cypress Capital Management (Delaware)
Delaware
$6.68M -$629K -7,683 -9%
IWC
167
Integrated Wealth Concepts
Massachusetts
$6.53M +$309K +3,777 +5%
DILIC
168
Dai-ichi Life Insurance Company
Japan
$6.49M +$4.19M +51,115 +176%
FP
169
Financial Perspectives
Minnesota
$6.47M -$293K -3,576 -4%
MIAN
170
Mariner Independent Advisor Network
Kansas
$6.45M +$523K +6,391 +9%
SEI Investments
171
SEI Investments
Pennsylvania
$6.44M +$2.69M +32,839 +70%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$6.39M +$4.8M +58,662 +300%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$6.38M
CAM
174
Cresset Asset Management
Illinois
$6.27M -$1.39M -16,938 -18%
TC
175
Telemus Capital
Michigan
$6.26M -$794K -9,695 -12%

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.