Vanguard High Dividend Yield ETF
VYM
263 hedge funds and large institutions have $1.94B invested in Vanguard High Dividend Yield ETF in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 63 reducing their positions, and 17 closing their positions.
100% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 17
83% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 63
6% more funds holding
Funds holding: 247 → 263 (+16)
5% more capital invested
Capital invested by funds: $1.84B → $1.94B (+$94.2M)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
0.17% less ownership
Funds ownership: 25.53% → 25.36% (-0.17%)
37% less call options, than puts
Call options by funds: $1.03M | Put options by funds: $1.64M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Sabal Trust
St. Petersburg,
Florida
|
+$16.4M |
| 2 |
CLA
Cranberry Lake Advisors
Houston,
Texas
|
+$11.8M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$11.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.66M |
| 5 |
WJA
Williams Jones & Associates
New York
|
+$6.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.35M |
| 2 |
OC
Oppenheimer & Co
New York
|
-$8.32M |
| 3 |
MM
Main Management
San Francisco,
California
|
-$8.08M |
| 4 |
SG Americas Securities
New York
|
-$7.57M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$5.98M |
VYM Hedge Fund Activity: Q1 2014 in Review
263 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2014, worth a combined $1.94B — up 5.1% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new VYM positions and 17 closed out — a net gain of 17 holders — while 115 added to existing stakes and 63 trimmed.
The largest buyer was Sabal Trust, opening a new position worth an estimated $16.4M. The largest seller was Royal Bank of Canada, cutting an estimated $9.35M.
- 263 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2014, up from 247 in Q4 2013.
- Funds reported $1.94B of Vanguard High Dividend Yield ETF stock for Q1 2014, up 5.1% quarter-over-quarter.
- 34 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2014 and 17 closed out, a net change of +17 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q1 2014 was Sabal Trust, an estimated $16.4M added.
- The largest Vanguard High Dividend Yield ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $9.35M sold.
Based on aggregated 13F filings for Q1 2014.