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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
TCA
351
Transcend Capital Advisors
New Jersey
$2.01M -$1.52M -19,591 -43%
CF
352
Centaurus Financial
California
$1.99M -$143K -1,843 -7%
TCOV
353
Trust Company of Vermont
Vermont
$1.95M -$44.8K -576 -2%
PMG
354
ProVise Management Group
Florida
$1.94M -$166K -2,133 -8%
FWP
355
FAS Wealth Partners
Kansas
$1.92M -$593K -7,634 -24%
CWA
356
Clarity Wealth Advisors
California
$1.9M -$2.81M -36,092 -60%
VIP
357
Vantage Investment Partners
Missouri
$1.9M -$322K -4,146 -15%
HAS
358
HBW Advisory Services
California
$1.89M +$1.87M +24,005 New
HA
359
HYA Advisors
Missouri
$1.88M +$293K +3,766 +19%
AWA
360
ARQ Wealth Advisors
Arizona
$1.88M +$1.86M +23,864 New
CAM
361
Cozad Asset Management
Illinois
$1.83M +$1.81M +23,280 New
PMA
362
Prudent Man Advisors
Illinois
$1.79M +$1.77M +22,752 New
CWC
363
Carolinas Wealth Consulting
North Carolina
$1.78M +$2.18K +28 +0.1%
EIA
364
Eldridge Investment Advisors
New Hampshire
$1.78M +$41.4K +532 +2%
BF
365
BOK Financial
Oklahoma
$1.78M +$73.5K +945 +4%
WCM
366
Windham Capital Management
Massachusetts
$1.77M
AF
367
Advisornet Financial
Minnesota
$1.76M +$80.5K +1,035 +5%
IC
368
IEQ Capital
California
$1.75M -$139K -1,792 -7%
OWM
369
Opes Wealth Management
California
$1.74M +$445K +5,726 +35%
CCT
370
Capital City Trust
Florida
$1.74M +$353K +4,546 +26%
PBO
371
Peoples Bank (Ohio)
Ohio
$1.74M +$126K +1,623 +8%
WWM
372
Western Wealth Management
Colorado
$1.74M -$176K -2,264 -9%
CWM
373
Connecticut Wealth Management
Connecticut
$1.74M -$1.22M -15,687 -42%
PCS
374
Personal CFO Solutions
New Jersey
$1.72M -$1.2M -15,415 -41%
EAM
375
Eukles Asset Management
Ohio
$1.7M +$59.1K +760 +4%

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.