We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF

247 hedge funds and large institutions have $1.84B invested in Vanguard High Dividend Yield ETF in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 8

43% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 65

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

17% more funds holding

Funds holding: 211247 (+36)

5% more capital invested

Capital invested by funds: $1.76B → $1.84B (+$84.3M)

1.36% less ownership

Funds ownership: 26.89%25.53% (-1.4%)

79% less call options, than puts

Call options by funds: $318K | Put options by funds: $1.51M

Holders
247
Holders Change
+36
Holders Change %
+17.06%
% of All Funds
7.17%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.64%
New
50
Increased
93
Reduced
65
Closed
8
Calls
$318K
Puts
$1.51M
Net Calls
-$1.19M
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$247M +$5.59M +92,496 +2%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$174M +$100K +1,662 +0.1%
Bank of America
3
Bank of America
North Carolina
$112M +$8.38M +138,734 +8%
Morgan Stanley
4
Morgan Stanley
New York
$112M +$1.94M +32,179 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$65.6M -$148M -2,455,171 -70%
Wells Fargo
6
Wells Fargo
California
$63.2M -$822K -13,611 -1%
V
7
Veritable
Delaware
$59M -$908K -15,032 -2%
SB
8
Suntrust Banks
Georgia
$57.5M +$1.33M +22,091 +2%
LPL Financial
9
LPL Financial
California
$57M +$700K +11,584 +1%
WBG
10
Wharton Business Group
Pennsylvania
$47.4M -$721K -11,935 -2%
U
11
UBS
Switzerland
$43.5M -$1.55M -25,635 -4%
Deutsche Bank
12
Deutsche Bank
Germany
$34.4M -$18.7M -309,354 -36%
JP Morgan Chase
13
JP Morgan Chase
New York
$33.5M +$7.04M +116,579 +28%
Goldman Sachs
14
Goldman Sachs
New York
$30.2M +$4.06M +67,204 +16%
PC
15
Permanens Capital
New York
$28.2M +$27.3M +451,833 New
Barclays
16
Barclays
United Kingdom
$25.3M -$6.87M -113,703 -22%
AI
17
Atria Investments
North Carolina
$24.6M +$1.56M +25,754 +7%
GMA
18
Goldstein Munger & Associates
California
$21.8M -$3.45M -57,159 -14%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$20.7M +$3.92M +64,829 +24%
William Blair & Company
20
William Blair & Company
Illinois
$20.2M +$868K +14,366 +5%
ECM
21
ETrade Capital Management
Virginia
$19.9M -$742K -12,284 -4%
Creative Planning
22
Creative Planning
Kansas
$18.4M +$3.16M +52,274 +21%
CS
23
Credit Suisse
Switzerland
$18M +$7.19M +119,012 +70%
CHFS
24
Cobble Hill Financial Services
New Jersey
$16.7M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$16.6M +$2.76M +45,619 +21%

VYM Hedge Fund Activity: Q4 2013 in Review

247 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2013, worth a combined $1.84B — up 4.8% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VYM positions and 8 closed out — a net gain of 42 holders — while 93 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $8.38M. The largest seller was Vanguard Group, cutting an estimated $148M.

  • 247 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2013, up from 211 in Q3 2013.
  • Funds reported $1.84B of Vanguard High Dividend Yield ETF stock for Q4 2013, up 4.8% quarter-over-quarter.
  • 50 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2013 and 8 closed out, a net change of +42 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2013 was Bank of America, an estimated $8.38M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2013 was Vanguard Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2013.