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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
CST
351
Charles Schwab Trust
Nevada
$2.39M -$38.7K -427 -2%
PWM
352
PRW Wealth Management
Massachusetts
$2.39M
PFG
353
PAX Financial Group
Texas
$2.34M +$2.27M +24,996 New
EFS
354
Essex Financial Services
Connecticut
$2.31M +$457K +5,035 +26%
CG
355
Caprock Group
Idaho
$2.28M -$125K -1,375 -5%
FHC
356
First Heartland Consultants
Missouri
$2.28M -$8.98K -99 -0.4%
OIA
357
OneDigital Investment Advisors
Kansas
$2.27M +$131K +1,450 +6%
TCOV
358
Trust Company of Vermont
Vermont
$2.26M +$106K +1,168 +5%
DFA
359
Delta Financial Advisors
Louisiana
$2.24M
PFBT
360
Parkside Financial Bank & Trust
Missouri
$2.22M +$69.2K +763 +3%
BPA
361
Beacon Pointe Advisors
California
$2.22M +$174K +1,919 +9%
NWP
362
Northstar Wealth Partners
Connecticut
$2.21M +$660K +7,274 +45%
LAS
363
Lloyd Advisory Services
Georgia
$2.2M +$2.13M +23,504 New
HWA
364
Heartwood Wealth Advisors
Virginia
$2.17M +$2.1M +23,181 New
OSNBOA
365
Old Second National Bank of Aurora
Illinois
$2.16M +$1.24M +13,659 +146%
DI
366
DAGCO Inc
Ohio
$2.13M -$33.1K -365 -2%
EAM
367
Eukles Asset Management
Ohio
$2.12M +$2.04M +22,530 +17,881%
MWM
368
MBE Wealth Management
Wisconsin
$2.12M +$2.05M +22,598 New
WCM
369
Windham Capital Management
Massachusetts
$2.11M
MC
370
Miles Capital
Iowa
$2.09M +$7.16K +79 +0.4%
SC
371
Scotia Capital
Ontario, Canada
$2.08M -$2.72K -30 -0.1%
CIC
372
Carnegie Investment Counsel
Ohio
$2.06M -$62.7K -691 -3%
SCA
373
Snowden Capital Advisors
New York
$2.02M +$34.5K +380 +2%
RWA
374
Redhawk Wealth Advisors
Minnesota
$2M -$473K -5,216 -20%
APSP
375
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.99M -$131K -1,449 -6%

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.