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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
SBL
276
Sargent Bickham Lagudis
Colorado
$4.01M +$290K +3,201 +8%
22CM
277
20/20 Capital Management
California
$4M +$3.85M +42,511 New
WB
278
West Bancorporation
Iowa
$4M +$3.87M +42,631 New
AP
279
Agilis Partners
Massachusetts
$3.95M +$64.5K +711 +2%
WMA
280
Wealth Management Associates
New Jersey
$3.94M -$79.2K -873 -2%
CIM
281
Corda Investment Management
Texas
$3.93M +$69.6K +768 +2%
GRP
282
Global Retirement Partners
California
$3.92M -$927K -10,224 -20%
PP
283
PagnatoKarp Partners
Virginia
$3.89M -$25.9K -286 -0.7%
WAP
284
Wealthcare Advisory Partners
Pennsylvania
$3.85M +$535K +5,896 +17%
PFA
285
Pettinga Financial Advisors
Indiana
$3.79M +$60K +662 +2%
VCM
286
Verde Capital Management
Michigan
$3.73M +$3.61M +39,762 New
CWM
287
Connecticut Wealth Management
Connecticut
$3.72M -$246K -2,708 -6%
KIA
288
KCM Investment Advisors
California
$3.72M +$8.43K +93 +0.2%
LFM
289
Lumina Fund Management
New York
$3.71M +$84.1K +928 +2%
RWRC
290
R.W. Roge & Company
New York
$3.65M +$3.54M +39,095 New
SHA
291
Seneca House Advisors
Virginia
$3.6M +$3.48M +38,377 New
PFS
292
Prospera Financial Services
Texas
$3.54M +$1.56M +17,240 +84%
BBNA
293
Bremer Bank National Association
Minnesota
$3.53M -$389K -4,288 -10%
US Bancorp
294
US Bancorp
Minnesota
$3.52M +$6.08K +67 +0.2%
DBIA
295
Dumont & Blake Investment Advisors
New Jersey
$3.5M -$5.8K -64 -0.2%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$3.49M +$466K +5,137 +16%
AIC
297
Ameritas Investment Company
Nebraska
$3.49M -$22.7M -250,805 -87%
HB
298
Homrich & Berg
Georgia
$3.46M +$609K +6,715 +22%
Thrivent Financial for Lutherans
299
Thrivent Financial for Lutherans
Minnesota
$3.46M +$462K +5,099 +16%
SFM
300
Signet Financial Management
New Jersey
$3.44M -$13.1K -145 -0.4%

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.