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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
SFM
276
Signet Financial Management
New Jersey
$3.05M -$187K -2,407 -6%
DBIA
277
Dumont & Blake Investment Advisors
New Jersey
$3.01M +$68.7K +884 +2%
SCA
278
Stillwater Capital Advisors
Pennsylvania
$2.96M +$790K +10,158 +37%
WB
279
West Bancorporation
Iowa
$2.96M -$291K -3,743 -9%
PP
280
Paloma Partners
Connecticut
$2.94M +$2.9M +37,347 New
WA
281
Wealth Advisors
California
$2.93M -$743K -9,563 -21%
BBNA
282
Bremer Bank National Association
Minnesota
$2.9M -$177K -2,282 -6%
NFG
283
Next Financial Group
Texas
$2.88M +$24.2K +311 +0.9%
WCM
284
WealthBridge Capital Management
Ohio
$2.87M -$314K -4,037 -10%
VA
285
Valmark Advisers
Ohio
$2.85M -$78.3K -1,007 -3%
LFAS
286
Level Four Advisory Services
Texas
$2.84M -$640K -8,234 -19%
IFG
287
Independent Financial Group
California
$2.84M +$678K +8,723 +32%
NFG
288
Nations Financial Group
Iowa
$2.83M -$225K -2,894 -7%
BC
289
Bartlett & Co
Ohio
$2.82M +$4.12K +53 +0.1%
BCWM
290
Bartlett & Co Wealth Management
Ohio
$2.82M +$4.12K +53 +0.1%
DWM
291
Doyle Wealth Management
Florida
$2.77M -$497K -6,398 -15%
AP
292
Agilis Partners
Massachusetts
$2.77M
MW
293
Marcum Wealth
Ohio
$2.76M +$2.72M +34,998 New
OMC
294
Old Mission Capital
Illinois
$2.73M +$2.7M +34,720 New
WCA
295
Windsor Creek Advisors
Vermont
$2.73M -$572K -7,361 -17%
RGIA
296
Rainier Group Investment Advisory
Washington
$2.71M +$2.67M +34,400 New
IWA
297
IBEX Wealth Advisors
New Jersey
$2.67M +$9.48K +122 +0.4%
CS
298
Credit Suisse
Switzerland
$2.67M +$2.63M +33,826 New
CANC
299
Culbertson A N & Co
Virginia
$2.66M -$9.33K -120 -0.4%
AFA
300
Atlanta Financial Associates
Georgia
$2.64M -$284K -3,658 -10%

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.