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Vanguard High Dividend Yield ETF
VYM

203 hedge funds and large institutions have $1.75B invested in Vanguard High Dividend Yield ETF in 2013 Q2 according to their latest regulatory filings, with 203 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

28.83% more ownership

Funds ownership: 0% → 28.83% (+29%)

56% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $2.66M

Holders
203
Holders Change
+203
Holders Change %
–
% of All Funds
6.63%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
% of All Funds
0.55%
New
203
Increased
–
Reduced
–
Closed
–
Calls
$1.16M
Puts
$2.66M
Net Calls
-$1.5M
Net Calls Change
-$1.5M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$209M +$210M +3,713,966 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M +$168M +2,977,000 New
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$155M +$156M +2,755,740 New
Morgan Stanley
4
Morgan Stanley
New York
$117M +$117M +2,075,030 New
CS
5
Credit Suisse
Switzerland
$92.9M +$93.2M +1,647,883 New
Bank of America
6
Bank of America
North Carolina
$84.7M +$85M +1,503,105 New
V
7
Veritable
Delaware
$58.3M +$58.6M +1,035,101 New
Wells Fargo
8
Wells Fargo
California
$56.8M +$57M +1,007,235 New
SB
9
Suntrust Banks
Georgia
$46.8M +$47M +830,941 New
WBG
10
Wharton Business Group
Pennsylvania
$46.2M +$46.4M +820,354 New
LPL Financial
11
LPL Financial
California
$46M +$46.2M +816,524 New
U
12
UBS
Switzerland
$38.6M +$38.8M +685,366 New
Deutsche Bank
13
Deutsche Bank
Germany
$30.4M +$30.5M +539,573 New
GMA
14
Goldstein Munger & Associates
California
$25.7M +$25.9M +457,812 New
Barclays
15
Barclays
United Kingdom
$23.3M +$23.4M +413,728 New
Goldman Sachs
16
Goldman Sachs
New York
$22.4M +$22.5M +397,177 New
CHFS
17
Cobble Hill Financial Services
New Jersey
$21.7M +$21.8M +385,500 New
JP Morgan Chase
18
JP Morgan Chase
New York
$21.6M +$21.7M +382,802 New
AI
19
Atria Investments
North Carolina
$18.8M +$18.9M +334,035 New
ECM
20
ETrade Capital Management
Virginia
$18.7M +$18.8M +331,684 New
William Blair & Company
21
William Blair & Company
Illinois
$16.8M +$16.8M +297,762 New
WJA
22
Williams Jones & Associates
New York
$14.6M +$14.7M +259,719 New
CT
23
Cambridge Trust
Massachusetts
$14.1M +$14.2M +250,429 New
PA
24
Pinnacle Associates
New York
$13.9M +$14M +246,901 New
CCM
25
Condor Capital Management
New Jersey
$13.9M +$13.9M +245,863 New
1
2 3 4 5

VYM Hedge Fund Activity: Q2 2013 in Review

203 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2013, worth a combined $1.75B.

Buyers outnumbered sellers: 203 funds opened new VYM positions and 0 closed out — a net gain of 203 holders — while 0 added to existing stakes and 0 trimmed.

  • 203 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.75B of Vanguard High Dividend Yield ETF stock for Q2 2013.
  • 203 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2013 and 0 closed out, a net change of +203 holders.

Based on aggregated 13F filings for Q2 2013.