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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
Mariner
201
Mariner
Kansas
$2.41M -$50.5K -649 -2%
ADL
202
Asset Dedication LLC
California
$2.41M +$49K +629 +2%
EWM
203
Evermay Wealth Management
Virginia
$2.36M -$709K -9,106 -23%
US Bancorp
204
US Bancorp
Minnesota
$2.35M +$180K +2,309 +8%
RCYC
205
Richard C. Young & Co
Rhode Island
$2.29M +$86.6K +1,112 +4%
FWIA
206
Fort Washington Investment Advisors
Ohio
$2.21M +$1.87M +23,985 +558%
DWT
207
Dorsey & Whitney Trust
South Dakota
$2.21M
SWM
208
SVA Wealth Management
Wisconsin
$2.19M +$171K +2,200 +9%
DWM
209
Darwin Wealth Management
Florida
$2.17M +$524K +6,722 +32%
AF
210
Alerus Financial
North Dakota
$2.15M
PFBT
211
Parkside Financial Bank & Trust
Missouri
$2.07M -$98.9K -1,270 -5%
Cerity Partners
212
Cerity Partners
New York
$2.07M +$2.29M +29,429 +265%
HWP
213
Hefty Wealth Partners
Indiana
$2.07M +$873K +11,213 +73%
OA
214
Opes Advisors
California
$2.07M -$31.1K -399 -2%
SCA
215
Stillwater Capital Advisors
Pennsylvania
$2.06M +$184K +2,360 +10%
DCM
216
Donaldson Capital Management
Indiana
$2.02M +$48.8K +626 +2%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$2.01M +$642K +8,248 +47%
IH
218
IFC Holdings
Florida
$1.99M +$584K +7,497 +42%
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$1.96M +$1.5M +19,229 +326%
HA
220
Hays Advisory
Tennessee
$1.96M -$149K -1,909 -7%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$1.95M
AIS
222
Accurate Investment Solutions
Pennsylvania
$1.93M +$28.5K +366 +2%
TF
223
TIAA FSB
Florida
$1.91M +$1.9M +24,432 New
RC
224
Roundview Capital
New Jersey
$1.89M
PGFC
225
Peapack-Gladstone Financial Corp
New Jersey
$1.89M -$134K -1,724 -7%

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.