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Vanguard High Dividend Yield ETF

929 hedge funds and large institutions have $8.97B invested in Vanguard High Dividend Yield ETF in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 356 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $27.7M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

5% more capital invested

Capital invested by funds: $8.52B → $8.97B (+$449M)

2% more funds holding in top 10

Funds holding in top 10: 9496 (+2)

1% more funds holding

Funds holding: 919929 (+10)

0.61% more ownership

Funds ownership: 33.34%33.94% (+0.61%)

2% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 356

Holders
929
Holders Change
+10
Holders Change %
+1.09%
% of All Funds
18.74%
Holding in Top 10
96
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.13%
% of All Funds
1.94%
New
80
Increased
348
Reduced
356
Closed
59
Calls
$46.3M
Puts
$27.7M
Net Calls
+$18.6M
Net Calls Change
+$8.07M
Name Holding Trade Value Shares
Change
Change in
Stake
SHA
201
Seneca House Advisors
Virginia
$5.36M -$18K -220 -0.3%
BFWA
202
Benchmark Financial Wealth Advisors
Florida
$5.35M +$177K +2,158 +3%
AW
203
ACG Wealth
Georgia
$5.32M +$67.2K +820 +1%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$5.17M +$103K +1,254 +2%
SI
205
Stephens Inc
Arkansas
$5.13M -$2.15M -26,256 -29%
NL
206
NWAM LLC
Washington
$5.13M -$98.9K -1,208 -2%
NNP
207
Nachman Norwood & Parrott
South Carolina
$5.12M -$373K -4,548 -7%
1WA
208
180 Wealth Advisors
Washington
$5.09M +$127K +1,547 +3%
SF
209
Synovus Financial
Georgia
$5.08M +$2.83M +34,499 +122%
FMC
210
First Merchants Corp
Indiana
$5.03M -$169K -2,069 -3%
SFSG
211
Stearns Financial Services Group
North Carolina
$4.97M -$95.7K -1,168 -2%
BFG
212
Beacon Financial Group
Texas
$4.94M +$20.2K +247 +0.4%
TRCT
213
Tower Research Capital (TRC)
New York
$4.91M +$4.56M +55,630 +1,106%
FHA
214
Flagship Harbor Advisors
Massachusetts
$4.81M -$597K -7,292 -11%
BWFA
215
Baltimore-Washington Financial Advisors
Maryland
$4.79M +$842K +10,279 +21%
GB
216
Gunma Bank
Japan
$4.79M +$4.85M +59,200 New
KOMWMG
217
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.77M -$628K -7,666 -12%
XF
218
XML Financial
Maryland
$4.73M +$466K +5,693 +11%
Brown Advisory
219
Brown Advisory
Maryland
$4.72M +$145K +1,773 +3%
FMWA
220
Forvis Mazars Wealth Advisors
Missouri
$4.71M -$754K -9,202 -14%
AGA
221
Arkos Global Advisors
Texas
$4.69M +$938K +11,449 +25%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$4.68M +$1.5M +18,300 +46%
TCM
223
Telos Capital Management
California
$4.67M -$288K -3,513 -6%
HFG
224
Heron Financial Group
New York
$4.66M +$149K +1,823 +3%
RFN
225
RDA Financial Network
Iowa
$4.65M +$217K +2,655 +5%

VYM Hedge Fund Activity: Q3 2020 in Review

929 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2020, worth a combined $8.97B — up 5.3% from $8.52B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VYM positions and 59 closed out — a net gain of 21 holders — while 348 added to existing stakes and 356 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $61.7M. The largest seller was Red Cedar Investment Management, exiting entirely with an estimated $15M sold.

  • 929 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2020, up from 919 in Q2 2020.
  • Funds reported $8.97B of Vanguard High Dividend Yield ETF stock for Q3 2020, up 5.3% quarter-over-quarter.
  • 80 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2020 and 59 closed out, a net change of +21 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2020 was United Services Automobile Association, an estimated $61.7M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2020 was Red Cedar Investment Management, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2020.