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Vanguard High Dividend Yield ETF

1,010 hedge funds and large institutions have $10.7B invested in Vanguard High Dividend Yield ETF in 2019 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 407 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

494% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 33

105% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $8.56M

70% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 239

36% more capital invested

Capital invested by funds: $7.93B → $10.7B (+$2.82B)

24% more funds holding in top 10

Funds holding in top 10: 88109 (+21)

18% more funds holding

Funds holding: 8591,010 (+151)

8.62% more ownership

Funds ownership: 30.24%38.86% (+8.6%)

Holders
1,010
Holders Change
+151
Holders Change %
+17.58%
% of All Funds
19.9%
Holding in Top 10
109
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+23.86%
% of All Funds
2.15%
New
196
Increased
407
Reduced
239
Closed
33
Calls
$17.6M
Puts
$8.56M
Net Calls
+$8.99M
Net Calls Change
-$3.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
251
Sage Rhino Capital
California
$4.52M -$298K -3,291 -6%
FCB
252
First Command Bank
Texas
$4.48M +$196K +2,165 +5%
FCFS
253
First Command Financial Services
Texas
$4.48M +$196K +2,165 +5%
CWG
254
Cornerstone Wealth Group
North Carolina
$4.47M +$736K +8,121 +21%
OC
255
Oppenheimer & Co
New York
$4.45M +$725K +7,995 +20%
CGA
256
Crescent Grove Advisors
Illinois
$4.44M -$28.4K -313 -0.7%
I
257
IberiaBank
Louisiana
$4.41M -$468K -5,164 -10%
VF
258
Virtu Financial
New York
$4.38M +$4.24M +46,724 New
TCM
259
Twin Capital Management
Pennsylvania
$4.37M -$299K -3,295 -7%
WA
260
Wilshire Advisors
California
$4.37M -$299K -3,295 -7%
PBF
261
Petix & Botte Financial
California
$4.33M +$4.19M +46,250 New
OPA
262
Old Port Advisors
Maine
$4.31M -$66.8K -737 -2%
LFAS
263
Level Four Advisory Services
Texas
$4.3M +$19.9K +219 +0.5%
SEI Investments
264
SEI Investments
Pennsylvania
$4.27M +$222K +2,450 +6%
PA
265
Parallel Advisors
California
$4.25M -$22.8K -251 -0.5%
SEIA
266
Signature Estate & Investment Advisors
California
$4.22M -$1.48M -16,328 -27%
LF
267
LifeSteps Financial
California
$4.21M +$4.08M +44,949 New
SFWC
268
Strategic Family Wealth Counselors
New Jersey
$4.2M -$85.8K -946 -2%
BWFA
269
Baltimore-Washington Financial Advisors
Maryland
$4.18M +$137K +1,516 +4%
PAS
270
Park Avenue Securities
New York
$4.14M -$279K -3,073 -6%
Chevy Chase Trust
271
Chevy Chase Trust
Maryland
$4.13M -$3.17K -35 -0.1%
FAIM
272
Financial Advocates Investment Management
Washington
$4.12M +$106K +1,169 +3%
APCM
273
Alaska Permanent Capital Management
Alaska
$4.1M +$3.53M +38,985 +815%
VA
274
Valmark Advisers
Ohio
$4.04M -$283K -3,116 -7%
FHA
275
Flagship Harbor Advisors
Massachusetts
$4.03M +$113K +1,245 +3%

VYM Hedge Fund Activity: Q4 2019 in Review

1,010 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2019, worth a combined $10.7B — up 36% from $7.93B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new VYM positions and 33 closed out — a net gain of 163 holders — while 407 added to existing stakes and 239 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $1.12B. The largest seller was Daido Life Insurance Company, cutting an estimated $26.3M.

  • 1,010 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2019, up from 859 in Q3 2019.
  • Funds reported $10.7B of Vanguard High Dividend Yield ETF stock for Q4 2019, up 36% quarter-over-quarter.
  • 196 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2019 and 33 closed out, a net change of +163 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $1.12B added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2019 was Daido Life Insurance Company, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2019.