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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
WCM
301
WealthBridge Capital Management
Ohio
$3.41M +$111K +1,227 +3%
BAM
302
Belpointe Asset Management
Nevada
$3.4M +$3.15M +34,723 +2,249%
PCS
303
Personal CFO Solutions
New Jersey
$3.34M +$1.35M +14,851 +72%
VIP
304
Vantage Investment Partners
Missouri
$3.34M +$29.3K +323 +0.9%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$3.33M +$1.66M +18,253 +106%
IWA
306
IBEX Wealth Advisors
New Jersey
$3.33M +$95.2K +1,050 +3%
W
307
WealthStone
Ohio
$3.28M -$250K -2,759 -7%
DWM
308
Doyle Wealth Management
Florida
$3.26M +$168K +1,852 +6%
RGIA
309
Rainier Group Investment Advisory
Washington
$3.22M
MBTD
310
Mechanics Bank - Trust Department
California
$3.2M -$3.63K -40 -0.1%
FFN
311
Focus Financial Network
Minnesota
$3.18M +$1.03M +11,369 +50%
AWM
312
Atticus Wealth Management
Florida
$3.13M +$3.03M +33,362 New
CPIA
313
Cornell Pochily Investment Advisors
New York
$3.12M +$2.81K +31 +0.1%
CWM
314
Cornerstone Wealth Management
Missouri
$3.09M +$287K +3,163 +11%
TSWM
315
Triangle Securities Wealth Management
North Carolina
$3.08M -$9.25K -102 -0.3%
SF
316
Synovus Financial
Georgia
$3.07M +$334K +3,680 +13%
PP
317
PDS Planning
Ohio
$3.04M +$181K +1,995 +7%
WAM
318
Wealthspire Advisors (Maryland)
Maryland
$3.04M +$476K +5,247 +19%
FA
319
FMA Advisory
Pennsylvania
$3.03M +$14.9K +164 +0.5%
NFG
320
Next Financial Group
Texas
$3M +$510K +5,620 +21%
IGGA
321
Iron Gate Global Advisors
Utah
$2.98M +$862K +9,512 +43%
FSA
322
Financial Sense Advisors
California
$2.98M -$1.54M -16,939 -35%
CONA
323
Capital One National Association
New York
$2.96M +$2.86M +31,566 New
SCM
324
Spreng Capital Management
Ohio
$2.9M +$2.81M +30,952 New
CT
325
Clearstead Trust
Maine
$2.88M

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.