Vanguard High Dividend Yield ETF
735 hedge funds and large institutions have $5.99B invested in Vanguard High Dividend Yield ETF in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 261 increasing their positions, 234 reducing their positions, and 34 closing their positions.
190% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $3.54M
88% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 34
12% more repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 234
7% more capital invested
Capital invested by funds: $5.58B → $5.99B (+$405M)
6% more funds holding in top 10
Funds holding in top 10: 67 → 71 (+4)
3% more funds holding
Funds holding: 713 → 735 (+22)
0.01% more ownership
Funds ownership: 26.9% → 26.91% (+0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$83.9M |
| 2 |
AssetMark Inc
Concord,
California
|
+$43.7M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$32.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$18.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
-$35.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$18.1M |
| 3 |
Jane Street
New York
|
-$15.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$13.5M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$12.2M |
VYM Hedge Fund Activity: Q3 2018 in Review
735 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2018, worth a combined $5.99B — up 7.2% from $5.58B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new VYM positions and 34 closed out — a net gain of 30 holders — while 261 added to existing stakes and 234 trimmed.
The largest buyer was Ameriprise, adding an estimated $83.9M. The largest seller was HCR Wealth Advisors, exiting entirely with an estimated $35.2M sold.
- 735 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2018, up from 713 in Q2 2018.
- Funds reported $5.99B of Vanguard High Dividend Yield ETF stock for Q3 2018, up 7.2% quarter-over-quarter.
- 64 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2018 and 34 closed out, a net change of +30 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q3 2018 was Ameriprise, an estimated $83.9M added.
- The largest Vanguard High Dividend Yield ETF seller in Q3 2018 was HCR Wealth Advisors, an estimated $35.2M sold.
Based on aggregated 13F filings for Q3 2018.