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Vanguard High Dividend Yield ETF

1,127 hedge funds and large institutions have $11.7B invested in Vanguard High Dividend Yield ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 502 increasing their positions, 347 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $107M | Put options by funds: $58M

45% more repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 347

31% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 54

0.21% more ownership

Funds ownership: 31.47%31.68% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 108108 (0)

0% less funds holding

Funds holding: 1,1281,127 (-1)

2% less capital invested

Capital invested by funds: $11.9B → $11.7B (-$199M)

Holders
1,127
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
19.73%
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.89%
New
71
Increased
502
Reduced
347
Closed
54
Calls
$107M
Puts
$58M
Net Calls
+$48.9M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$817M +$51.7M +489,187 +7%
Morgan Stanley
2
Morgan Stanley
New York
$782M +$21.4M +202,438 +3%
Creative Planning
3
Creative Planning
Kansas
$396M -$228M -2,152,375 -36%
RJA
4
Raymond James & Associates
Florida
$392M +$8.1M +76,580 +2%
LPL Financial
5
LPL Financial
California
$376M +$18.9M +179,047 +5%
Wells Fargo
6
Wells Fargo
California
$367M -$5.58M -52,822 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$322M -$11.1M -104,861 -3%
Ameriprise
8
Ameriprise
Minnesota
$310M +$16.7M +157,585 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$302M +$4.55M +43,015 +1%
UBS Group
10
UBS Group
Switzerland
$258M -$870K -8,230 -0.3%
Charles Schwab
11
Charles Schwab
California
$228M +$1.07M +10,098 +0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$207M -$13.1M -124,337 -6%
JP Morgan Chase
13
JP Morgan Chase
New York
$195M +$98.9M +935,622 +98%
Goldman Sachs
14
Goldman Sachs
New York
$185M +$20.6M +195,111 +12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$145M +$1.47M +13,951 +1%
AF
16
Ally Financial
Michigan
$135M +$2.96M +28,000 +2%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$129M -$2.83M -26,735 -2%
V
18
Veritable
Delaware
$127M +$4.94M +46,715 +4%
Truist Financial
19
Truist Financial
North Carolina
$126M -$11.3M -107,276 -8%
ECG
20
Edge Capital Group
Georgia
$124M +$1.48M +13,986 +1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$122M +$6.7M +63,347 +6%
Stifel Financial
22
Stifel Financial
Missouri
$108M -$255K -2,414 -0.2%
KAS
23
Kestra Advisory Services
Texas
$97.3M +$4.71M +44,535 +5%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$91.2M +$6.12M +57,868 +7%
Osaic Holdings
25
Osaic Holdings
Arizona
$91M +$6.78M +64,176 +8%