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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
AW
201
ACG Wealth
Georgia
$2.64M +$40.7K +513 +2%
BOH
202
Bank of Hawaii
Hawaii
$2.62M +$1.5M +18,938 +142%
TSWM
203
Triangle Securities Wealth Management
North Carolina
$2.61M -$31.7K -400 -1%
TF
204
TIAA FSB
Florida
$2.52M +$526K +6,626 +27%
Luther King Capital Management (LKCM)
205
Luther King Capital Management (LKCM)
Texas
$2.51M -$952K -12,000 -28%
ADL
206
Asset Dedication LLC
California
$2.5M +$9.36K +118 +0.4%
SF
207
Synovus Financial
Georgia
$2.49M -$157K -1,974 -6%
AIP
208
Ahrens Investment Partners
Louisiana
$2.49M -$87.1K -1,097 -3%
US Bancorp
209
US Bancorp
Minnesota
$2.46M +$22.5K +284 +0.9%
SCA
210
Stillwater Capital Advisors
Pennsylvania
$2.38M +$240K +3,022 +11%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$2.37M +$1.09M +13,713 +95%
Manulife (Manufacturers Life Insurance)
212
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.37M +$809K +10,193 +54%
DCM
213
Donaldson Capital Management
Indiana
$2.36M +$252K +3,172 +12%
RIA
214
Regal Investment Advisors
Michigan
$2.35M +$1.58M +19,940 +219%
Mariner
215
Mariner
Kansas
$2.35M -$148K -1,861 -6%
FWIA
216
Fort Washington Investment Advisors
Ohio
$2.34M +$50.1K +631 +2%
RCYC
217
Richard C. Young & Co
Rhode Island
$2.34M -$28.3K -356 -1%
MA
218
MUFG Americas
New York
$2.33M +$559K +7,042 +32%
DWT
219
Dorsey & Whitney Trust
South Dakota
$2.29M
HWP
220
Hefty Wealth Partners
Indiana
$2.28M +$128K +1,617 +6%
SWM
221
SVA Wealth Management
Wisconsin
$2.25M -$23.8K -300 -1%
PGFC
222
Peapack-Gladstone Financial Corp
New Jersey
$2.24M +$281K +3,540 +15%
AF
223
Alerus Financial
North Dakota
$2.23M
BWFA
224
Baltimore-Washington Financial Advisors
Maryland
$2.19M +$305K +3,849 +17%
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$2.13M +$106K +1,330 +5%

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.