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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
RJA
1
Raymond James & Associates
Florida
$845M +$28.9M +352,771 +3%
USAA
2
United Services Automobile Association
Texas
$781M +$61.7M +752,932 +8%
Bank of America
3
Bank of America
North Carolina
$591M -$11M -133,928 -2%
Morgan Stanley
4
Morgan Stanley
New York
$486M +$11M +134,277 +2%
Wells Fargo
5
Wells Fargo
California
$280M +$9.51M +116,152 +3%
LPL Financial
6
LPL Financial
California
$254M -$4.27M -52,178 -2%
UBS Group
7
UBS Group
Switzerland
$241M -$6.24M -76,155 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$219M +$7.27M +88,749 +3%
SBSB
9
Sullivan, Bruyette, Speros & Blaney
Virginia
$175M +$2.5M +30,552 +1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$171M +$15.2M +185,562 +10%
Ameriprise
11
Ameriprise
Minnesota
$141M -$9.84M -120,087 -6%
Creative Planning
12
Creative Planning
Kansas
$132M +$30.6M +373,920 +30%
Truist Financial
13
Truist Financial
North Carolina
$120M -$7.52M -91,855 -6%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$113M -$2.1M -25,629 -2%
Goldman Sachs
15
Goldman Sachs
New York
$99.1M -$3.85M -47,028 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$94M -$4.15M -50,726 -4%
ECG
17
Edge Capital Group
Georgia
$92.1M -$1.45M -17,660 -2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$87M +$1.83M +22,335 +2%
V
19
Veritable
Delaware
$83.9M +$3.01M +36,733 +4%
Stifel Financial
20
Stifel Financial
Missouri
$76.3M -$6.96M -85,019 -8%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$67.3M -$3.29M -40,159 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$67M -$301K -3,671 -0.4%
AssetMark Inc
23
AssetMark Inc
California
$64.1M +$11.2M +136,200 +21%
KAS
24
Kestra Advisory Services
Texas
$57.9M +$58.8M +717,451 New
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$57M +$7.63M +93,102 +15%

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.