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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
CWM
276
Cornerstone Wealth Management
Missouri
$2.5M +$325K +3,758 +15%
WAM
277
Wealthspire Advisors (Maryland)
Maryland
$2.5M +$5.28K +61 +0.2%
RC
278
Roundview Capital
New Jersey
$2.49M +$129K +1,490 +6%
SF
279
Synovus Financial
Georgia
$2.48M -$68.6K -793 -3%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$2.48M +$75.6K +874 +3%
BC
281
Bartlett & Co
Ohio
$2.43M -$1.73K -20 -0.1%
BCWM
282
Bartlett & Co Wealth Management
Ohio
$2.43M -$1.73K -20 -0.1%
GEA
283
Glen Eagle Advisors
New Jersey
$2.38M +$149K +1,718 +7%
DWT
284
Dorsey & Whitney Trust
South Dakota
$2.35M -$229K -2,645 -9%
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$2.33M +$164K +1,895 +8%
Susquehanna International Group
286
Susquehanna International Group
Pennsylvania
$2.3M +$2.28M +26,355 New
DCM
287
Donaldson Capital Management
Indiana
$2.28M -$964K -11,151 -30%
PWM
288
PRW Wealth Management
Massachusetts
$2.27M +$353K +4,080 +19%
RIA
289
Regal Investment Advisors
Michigan
$2.22M +$1.15M +13,333 +110%
HR
290
Howe & Rusling
New York
$2.21M +$26.4K +305 +1%
JIC
291
JRM Investment Counsel
Nebraska
$2.2M +$6.92K +80 +0.3%
WWM
292
Western Wealth Management
Colorado
$2.18M -$62.3K -721 -3%
SCA
293
Stillwater Capital Advisors
Pennsylvania
$2.17M -$459K -5,311 -18%
AAP
294
Arax Advisory Partners
Colorado
$2.16M +$2.14M +24,745 New
GHA
295
GW Henssler & Associates
Georgia
$2.16M +$196K +2,267 +10%
RWA
296
Redhawk Wealth Advisors
Minnesota
$2.13M +$153K +1,768 +8%
HB
297
Homrich & Berg
Georgia
$2.13M +$541K +6,254 +35%
CG
298
Caprock Group
Idaho
$2.1M +$236K +2,728 +13%
FHC
299
First Heartland Consultants
Missouri
$2.1M +$26K +301 +1%
CWM
300
Cordatus Wealth Management
Pennsylvania
$2.09M -$75K -867 -3%

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.