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Vanguard High Dividend Yield ETF

919 hedge funds and large institutions have $8.52B invested in Vanguard High Dividend Yield ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 326 increasing their positions, 381 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $26.2M

6% more capital invested

Capital invested by funds: $8.03B → $8.52B (+$483M)

5% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 82

1% less funds holding

Funds holding: 924919 (-5)

1.16% less ownership

Funds ownership: 34.49%33.34% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 10494 (-10)

14% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 381

Holders
919
Holders Change
-5
Holders Change %
-0.54%
% of All Funds
18.84%
Holding in Top 10
94
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.62%
% of All Funds
1.93%
New
86
Increased
326
Reduced
381
Closed
82
Calls
$36.8M
Puts
$26.2M
Net Calls
+$10.5M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
226
Sumitomo Mitsui Trust Group
Japan
$4.31M +$4.25M +54,680 New
CIAS
227
Capital Investment Advisory Services
North Carolina
$4.27M -$16.6K -214 -0.4%
SCA
228
Stuart Chaussee & Associates
California
$4.21M -$231K -2,965 -5%
PCWA
229
Pacific Capital Wealth Advisors
California
$4.21M +$18.5K +238 +0.4%
FFN
230
Focus Financial Network
Minnesota
$4.21M +$301K +3,877 +8%
XF
231
XML Financial
Maryland
$4.16M +$416K +5,353 +11%
EAM
232
Evanson Asset Management
California
$4.14M +$63.7K +820 +2%
NEAM
233
New England Asset Management
Connecticut
$4.11M
DWM
234
Dakota Wealth Management
Florida
$4.1M -$115K -1,480 -3%
CWS
235
Cypress Wealth Services
California
$4.09M -$302K -3,880 -7%
CGA
236
Crescent Grove Advisors
Illinois
$4.07M -$660K -8,485 -14%
APCM
237
Alaska Permanent Capital Management
Alaska
$4.05M +$171K +2,205 +4%
GRP
238
Global Retirement Partners
California
$4.03M +$1.36M +17,503 +52%
TGAM
239
TBH Global Asset Management
Tennessee
$3.97M -$5.69M -73,203 -59%
TCM
240
Twin Capital Management
Pennsylvania
$3.9M +$31.9K +410 +0.8%
WA
241
Wilshire Advisors
California
$3.9M +$31.9K +410 +0.8%
PGFC
242
Peapack-Gladstone Financial Corp
New Jersey
$3.88M -$17.1K -220 -0.4%
BWFA
243
Baltimore-Washington Financial Advisors
Maryland
$3.86M +$210K +2,705 +6%
SRC
244
Sage Rhino Capital
California
$3.81M +$34.1K +439 +0.9%
LS
245
Leelyn Smith
Illinois
$3.78M +$85.6K +1,101 +2%
OC
246
Oppenheimer & Co
New York
$3.77M -$8.55K -110 -0.2%
SEI Investments
247
SEI Investments
Pennsylvania
$3.69M +$578K +7,431 +19%
AGA
248
Arkos Global Advisors
Texas
$3.66M +$3.61M +46,498 New
BFO
249
Biltmore Family Office
North Carolina
$3.65M +$358K +4,611 +11%
AWA
250
Arete Wealth Advisors
Illinois
$3.59M +$2.01M +25,856 +131%

VYM Hedge Fund Activity: Q2 2020 in Review

919 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2020, worth a combined $8.52B — up 6% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VYM positions and 82 closed out — a net gain of 4 holders — while 326 added to existing stakes and 381 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $56.8M. The largest seller was Bank of America, cutting an estimated $288M.

  • 919 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2020, down from 924 in Q1 2020.
  • Funds reported $8.52B of Vanguard High Dividend Yield ETF stock for Q2 2020, up 6% quarter-over-quarter.
  • 86 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2020 and 82 closed out, a net change of +4 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $56.8M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2020 was Bank of America, an estimated $288M sold.

Based on aggregated 13F filings for Q2 2020.