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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
GHA
326
GW Henssler & Associates
Georgia
$2.24M -$18.1K -233 -0.8%
SF
327
Synovus Financial
Georgia
$2.23M -$5.15M -66,300 -70%
V
328
VeraBank
Texas
$2.18M
PFBT
329
Parkside Financial Bank & Trust
Missouri
$2.18M +$274K +3,522 +15%
IAA
330
Ironsides Asset Advisors
North Carolina
$2.17M -$8.15M -104,842 -79%
DC
331
Derby & Company
Massachusetts
$2.16M +$189K +2,428 +10%
DI
332
DAGCO Inc
Ohio
$2.16M +$412K +5,304 +24%
AC
333
Abbrea Capital
California
$2.13M -$2.61M -33,594 -55%
TF
334
TIAA FSB
Florida
$2.13M -$64.1K -824 -3%
DWT
335
Dorsey & Whitney Trust
South Dakota
$2.12M
WAM
336
Wealthspire Advisors (Maryland)
Maryland
$2.12M +$39.2K +504 +2%
WFM
337
Wolff Financial Management
Michigan
$2.11M +$214K +2,758 +11%
RIA
338
Regal Investment Advisors
Michigan
$2.1M +$2.07M +26,686 New
DWM
339
Darwin Wealth Management
Florida
$2.1M -$110K -1,414 -5%
VV
340
Verity & Verity
South Carolina
$2.1M +$84.4K +1,085 +4%
BA
341
Bristlecone Advisors
Washington
$2.09M +$450K +5,788 +28%
PAS
342
Park Avenue Securities
New York
$2.09M +$2.06M +26,491 New
CF
343
Copperwynd Financial
Arizona
$2.08M +$1.62M +20,821 +372%
SC
344
Scotia Capital
Ontario, Canada
$2.08M +$89.6K +1,152 +5%
FCB
345
First Command Bank
Texas
$2.06M -$1.65M -21,226 -45%
FCFS
346
First Command Financial Services
Texas
$2.06M -$1.65M -21,226 -45%
DFA
347
Delta Financial Advisors
Louisiana
$2.05M
AWM
348
Atticus Wealth Management
Florida
$2.03M -$518K -6,663 -21%
RCYC
349
Richard C. Young & Co
Rhode Island
$2.03M -$124K -1,593 -6%
IGGA
350
Iron Gate Global Advisors
Utah
$2.02M -$1.03M -13,277 -34%

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.