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Vanguard High Dividend Yield ETF

475 hedge funds and large institutions have $4.39B invested in Vanguard High Dividend Yield ETF in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 222 increasing their positions, 125 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 125

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

13% more call options, than puts

Call options by funds: $9.82M | Put options by funds: $8.69M

10% more capital invested

Capital invested by funds: $3.99B → $4.39B (+$407M)

2% more funds holding

Funds holding: 465475 (+10)

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

0.25% more ownership

Funds ownership: 28.07%28.33% (+0.25%)

Holders
475
Holders Change
+10
Holders Change %
+2.15%
% of All Funds
12.68%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
1.44%
New
44
Increased
222
Reduced
125
Closed
26
Calls
$9.82M
Puts
$8.69M
Net Calls
+$1.14M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
201
Accurate Investment Solutions
Pennsylvania
$1.62M +$71K +977 +5%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$1.61M +$39.1K +538 +2%
MBT
203
Montecito Bank & Trust
California
$1.6M +$1.61M +22,169 New
MMG
204
Monetary Management Group
Missouri
$1.56M -$222K -3,050 -12%
ACM
205
Argentus Capital Management
Texas
$1.55M +$1.06M +14,651 +213%
TCT
206
TIAA CREF Trust
Missouri
$1.53M +$54.8K +754 +4%
BCI
207
Brinker Capital Investments
Pennsylvania
$1.5M +$186K +2,566 +14%
WTC
208
WhitTier Trust Company
Nevada
$1.49M -$54.1K -745 -3%
RC
209
Roundview Capital
New Jersey
$1.46M +$202K +2,774 +16%
CIM
210
Corda Investment Management
Texas
$1.44M +$1.46M +20,110 New
PFBT
211
Parkside Financial Bank & Trust
Missouri
$1.43M +$737K +10,144 +105%
SCA
212
Stillwater Capital Advisors
Pennsylvania
$1.42M +$29.2K +402 +2%
NG
213
Northstar Group
New York
$1.41M -$83.5K -1,150 -6%
SWM
214
SVA Wealth Management
Wisconsin
$1.39M +$17.1K +236 +1%
EWM
215
Empirical Wealth Management
Washington
$1.37M +$313K +4,313 +29%
BA
216
Bristlecone Advisors
Washington
$1.37M +$161K +2,211 +13%
SEI Investments
217
SEI Investments
Pennsylvania
$1.36M +$670K +9,221 +96%
EAM
218
Evanson Asset Management
California
$1.36M -$2.69K -37 -0.2%
NCM
219
Novare Capital Management
North Carolina
$1.34M +$94.1K +1,295 +7%
DCM
220
Donaldson Capital Management
Indiana
$1.33M +$129K +1,772 +11%
FFA
221
Fragasso Financial Advisors
Pennsylvania
$1.28M +$5.23K +72 +0.4%
NR
222
Newfound Research
Massachusetts
$1.25M +$236K +3,250 +23%
IWA
223
IBEX Wealth Advisors
New Jersey
$1.22M +$1.22M +16,855 New
AFP
224
Ausdal Financial Partners
Iowa
$1.2M +$339K +4,669 +39%
CT
225
Cambridge Trust
Massachusetts
$1.18M -$37.8K -520 -3%