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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
CGA
176
Crescent Grove Advisors
Illinois
$2.96M +$2.95M +37,918 New
MWM
177
Mission Wealth Management
California
$2.95M +$499K +6,401 +20%
Jane Street
178
Jane Street
New York
$2.94M -$1.23M -15,794 -30%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$2.93M +$153K +1,967 +6%
CAAS
180
Capital Asset Advisory Services
Michigan
$2.91M -$229K -2,939 -7%
AC
181
Abbrea Capital
California
$2.91M +$137K +1,765 +5%
RFM
182
Royal Fund Management
Florida
$2.88M +$687K +8,817 +31%
DSN
183
D. Scott Neal
Kentucky
$2.87M +$125K +1,599 +5%
PMG
184
ProVise Management Group
Florida
$2.85M -$64.8K -832 -2%
CB
185
Commerce Bank
Missouri
$2.84M -$16K -205 -0.6%
JFGIW
186
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.81M -$23.6K -303 -0.8%
PCM
187
Pointe Capital Management
Michigan
$2.79M +$511K +6,565 +23%
CIM
188
Corda Investment Management
Texas
$2.78M +$239K +3,075 +9%
LFAS
189
Level Four Advisory Services
Texas
$2.72M -$706K -9,063 -20%
BC
190
Brinker Capital
Pennsylvania
$2.71M -$22.3K -286 -0.8%
RGIA
191
Rainier Group Investment Advisory
Washington
$2.69M
CCT
192
Country Club Trust
Missouri
$2.67M +$140K +1,800 +6%
EFS
193
Essex Financial Services
Connecticut
$2.66M +$186K +2,385 +8%
QIM
194
Quest Investment Management
Oregon
$2.58M -$348K -4,466 -12%
EWM
195
Empirical Wealth Management
Washington
$2.56M +$149K +1,910 +6%
TCM
196
Telos Capital Management
California
$2.56M +$13.4K +172 +0.5%
SF
197
Synovus Financial
Georgia
$2.56M +$42K +539 +2%
TSWM
198
Triangle Securities Wealth Management
North Carolina
$2.55M +$129K +1,660 +5%
AW
199
ACG Wealth
Georgia
$2.51M +$32.9K +422 +1%
AIP
200
Ahrens Investment Partners
Louisiana
$2.48M +$37.3K +479 +2%

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.