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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
KIA
176
KCM Investment Advisors
California
$3.31M +$7.06K +89 +0.2%
MLM
177
Mount Lucas Management
Pennsylvania
$3.26M +$2.71M +34,165 +564%
NR
178
Newfound Research
Massachusetts
$3.25M -$326K -4,107 -9%
MWM
179
Mission Wealth Management
California
$3.22M +$154K +1,939 +5%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$3.21M +$164K +2,065 +6%
AC
181
Abbrea Capital
California
$3.16M +$132K +1,666 +4%
HPC
182
HM Payson & Co
Maine
$3.12M -$311K -3,914 -9%
FHA
183
Flagship Harbor Advisors
Massachusetts
$3.12M -$95.7K -1,206 -3%
JFGIW
184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.08M +$165K +2,080 +6%
AAP
185
Arax Advisory Partners
Colorado
$3.07M -$959K -12,084 -24%
PCM
186
Pointe Capital Management
Michigan
$3.06M +$166K +2,086 +6%
CB
187
Commerce Bank
Missouri
$3.05M +$103K +1,300 +4%
SRSA
188
S.R. Schill & Associates
Washington
$3.04M -$39K -491 -1%
JIC
189
JRM Investment Counsel
Nebraska
$2.99M -$262K -3,300 -8%
CGA
190
Crescent Grove Advisors
Illinois
$2.96M -$115K -1,448 -4%
EWM
191
Empirical Wealth Management
Washington
$2.94M +$278K +3,504 +11%
PMG
192
ProVise Management Group
Florida
$2.91M -$39.8K -501 -1%
DWM
193
Darwin Wealth Management
Florida
$2.9M +$639K +8,057 +29%
CCMD
194
Cypress Capital Management (Delaware)
Delaware
$2.88M +$2.82M +35,584 New
FMWA
195
Forvis Mazars Wealth Advisors
Missouri
$2.87M +$2.81M +35,412 New
CCT
196
Country Club Trust
Missouri
$2.85M +$79K +996 +3%
FA
197
FMA Advisory
Pennsylvania
$2.82M -$144K -1,814 -5%
RGIA
198
Rainier Group Investment Advisory
Washington
$2.79M
TCM
199
Telos Capital Management
California
$2.77M +$113K +1,422 +4%
BC
200
Brinker Capital
Pennsylvania
$2.66M -$151K -1,908 -6%

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.