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Vanguard High Dividend Yield ETF

845 hedge funds and large institutions have $7.24B invested in Vanguard High Dividend Yield ETF in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 236 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $4.57M

65% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 43

64% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 236

9% more capital invested

Capital invested by funds: $6.62B → $7.24B (+$624M)

2% more funds holding

Funds holding: 827845 (+18)

0.86% more ownership

Funds ownership: 28.69%29.55% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 8282 (0)

Holders
845
Holders Change
+18
Holders Change %
+2.18%
% of All Funds
18.35%
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.78%
New
71
Increased
387
Reduced
236
Closed
43
Calls
$12.5M
Puts
$4.57M
Net Calls
+$7.98M
Net Calls Change
-$916K
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
226
Quest Investment Management
Oregon
$3.9M -$88.3K -1,021 -2%
SFWC
227
Strategic Family Wealth Counselors
New Jersey
$3.86M +$55.8K +645 +1%
SEIA
228
Signature Estate & Investment Advisors
California
$3.85M +$14.2K +164 +0.4%
LFAS
229
Level Four Advisory Services
Texas
$3.81M -$105K -1,217 -3%
CB
230
Commerce Bank
Missouri
$3.8M +$113K +1,308 +3%
PP
231
PagnatoKarp Partners
Virginia
$3.79M +$761K +8,805 +25%
CWM
232
Connecticut Wealth Management
Connecticut
$3.79M +$3.75M +43,403 New
SFM
233
Signet Financial Management
New Jersey
$3.75M -$89.7K -1,037 -2%
PA
234
Parallel Advisors
California
$3.73M -$234K -2,709 -6%
PFA
235
Pettinga Financial Advisors
Indiana
$3.72M -$447K -5,171 -11%
EWM
236
Empirical Wealth Management
Washington
$3.72M +$804K +9,294 +28%
Cerity Partners
237
Cerity Partners
New York
$3.69M +$3.24M +37,495 +783%
FAIM
238
Financial Advocates Investment Management
Washington
$3.68M +$34.8K +402 +1%
BWFA
239
Baltimore-Washington Financial Advisors
Maryland
$3.65M +$149K +1,724 +4%
WMA
240
Wealth Management Associates
New Jersey
$3.65M +$85.3K +986 +2%
AP
241
Agilis Partners
Massachusetts
$3.62M +$4.93K +57 +0.1%
BFO
242
Biltmore Family Office
North Carolina
$3.6M
FHA
243
Flagship Harbor Advisors
Massachusetts
$3.55M +$187K +2,157 +6%
CIM
244
Corda Investment Management
Texas
$3.54M -$222K -2,563 -6%
OC
245
Oppenheimer & Co
New York
$3.48M +$22.5K +260 +0.7%
SEI Investments
246
SEI Investments
Pennsylvania
$3.46M +$355K +4,111 +12%
DC
247
DeDora Capital
California
$3.45M +$309K +3,577 +10%
LFM
248
Lumina Fund Management
New York
$3.37M
KIA
249
KCM Investment Advisors
California
$3.32M +$168K +1,947 +5%
Chevy Chase Trust
250
Chevy Chase Trust
Maryland
$3.32M -$227K -2,625 -6%

VYM Hedge Fund Activity: Q2 2019 in Review

845 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2019, worth a combined $7.24B — up 9.4% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VYM positions and 43 closed out — a net gain of 28 holders — while 387 added to existing stakes and 236 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $56.7M.

  • 845 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2019, up from 827 in Q1 2019.
  • Funds reported $7.24B of Vanguard High Dividend Yield ETF stock for Q2 2019, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2019 and 43 closed out, a net change of +28 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2019 was United Services Automobile Association, an estimated $242M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2019 was Goldman Sachs, an estimated $56.7M sold.

Based on aggregated 13F filings for Q2 2019.