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, 345 reducing their positions, and 54 closing their positions.
84% more call options, than puts
Call options by funds: $107M | Put options by funds: $58M
46% more repeat investments, than reductions
Existing positions increased: 502 | Existing positions reduced: 345
31% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 54
0% more funds holding in top 10
Funds holding in top 10: 108 → 108 (0)
0% less funds holding
Funds holding: 1,128 → 1,127 (-1)
0.18% less ownership
Funds ownership: 31.4% → 31.22% (-0.18%)
2% less capital invested
Capital invested by funds: $11.9B → $11.7B (-$181M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$98.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$51.7M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$46.3M |
| 4 |
MSA
Marino Stram & Associates
Braintree,
Massachusetts
|
+$38.1M |
| 5 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$228M |
| 2 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$30.7M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$26.9M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$20.6M |
| 5 |
Two Sigma Investments
New York
|
-$15.7M |
VYM Hedge Fund Activity: Q3 2021 in Review
1,127 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2021, worth a combined $11.7B — down 1.5% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new VYM positions and 54 closed out — a net gain of 17 holders — while 502 added to existing stakes and 345 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $98.9M. The largest seller was Creative Planning, cutting an estimated $228M.
- 1,127 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2021, down from 1,128 in Q2 2021.
- Funds reported $11.7B of Vanguard High Dividend Yield ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
- 71 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2021 and 54 closed out, a net change of +17 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $98.9M added.
- The largest Vanguard High Dividend Yield ETF seller in Q3 2021 was Creative Planning, an estimated $228M sold.
Based on aggregated 13F filings for Q3 2021.