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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
RIA
376
Regal Investment Advisors
Michigan
$1.99M -$181K -1,997 -9%
WTC
377
WhitTier Trust Company
Nevada
$1.98M +$90.1K +994 +5%
CBT
378
Capital Bank & Trust
California
$1.97M -$59.5K -656 -3%
BF
379
BOK Financial
Oklahoma
$1.97M -$26.2K -289 -1%
JIC
380
JRM Investment Counsel
Nebraska
$1.96M +$725 +8 +0%
IC
381
IEQ Capital
California
$1.95M +$1.89M +20,829 New
JWCA
382
J.W. Cole Advisors
Florida
$1.95M +$1.89M +20,832 New
DI
383
DFPG Investments
Utah
$1.95M +$439K +4,846 +30%
WCG
384
Weaver Consulting Group
California
$1.94M +$181 +2 +0%
CANC
385
Culbertson A N & Co
Virginia
$1.94M +$6.35K +70 +0.3%
CC
386
Cypress Capital
Tennessee
$1.93M +$79.7K +879 +4%
WWM
387
WJ Wealth Management
Arizona
$1.92M +$1.86M +20,498 New
EIA
388
Eldridge Investment Advisors
New Hampshire
$1.9M +$337K +3,722 +22%
WPW
389
Waldron Private Wealth
Pennsylvania
$1.9M +$87K +959 +5%
JSL
390
JT Stratford LLC
Georgia
$1.89M -$29.9K -330 -2%
GWM
391
Geneos Wealth Management
Colorado
$1.89M -$725 -8 -0%
DSC
392
Duncker Streett & Co
Missouri
$1.88M +$92.9K +1,025 +5%
Janus Henderson Group
393
Janus Henderson Group
United Kingdom
$1.87M +$46.7K +515 +3%
NG
394
Northstar Group
New York
$1.87M +$76.3K +841 +4%
PAMG
395
Patton Albertson Miller Group
Tennessee
$1.86M +$1.72K +19 +0.1%
BA
396
Bristlecone Advisors
Washington
$1.83M +$65.6K +723 +4%
Cetera Investment Advisers
397
Cetera Investment Advisers
Illinois
$1.81M +$166K +1,833 +10%
BC
398
Brinker Capital
Pennsylvania
$1.81M -$12.5K -138 -0.7%
GT
399
Glenview Trust
Kentucky
$1.81M +$17.6K +194 +1%
SWM
400
SVA Wealth Management
Wisconsin
$1.8M

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.