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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
FPB
401
First PREMIER Bank
South Dakota
$1.47M +$470K +6,045 +48%
RC
402
Roundview Capital
New Jersey
$1.46M -$881K -11,326 -38%
Citadel Advisors
403
Citadel Advisors
Florida
$1.45M +$1.43M +18,425 New
CAL
404
Capital Analysts LLC
Pennsylvania
$1.43M -$20K -257 -1%
SCA
405
Snowden Capital Advisors
New York
$1.43M -$87K -1,119 -6%
PAMG
406
Patton Albertson Miller Group
Tennessee
$1.42M -$104K -1,340 -7%
Millennium Management
407
Millennium Management
New York
$1.42M +$1.4M +18,056 New
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$1.42M -$2.32M -29,785 -62%
BCI
409
Brinker Capital Investments
Pennsylvania
$1.38M -$389 -5 -0%
FC
410
FCA Corp
Texas
$1.37M +$84.9K +1,092 +7%
WKWM
411
Walter & Keenan Wealth Management
Indiana
$1.36M -$14.2M -183,003 -91%
SWM
412
SVA Wealth Management
Wisconsin
$1.36M -$206K -2,652 -13%
JWCA
413
J.W. Cole Advisors
Florida
$1.36M +$1.09M +14,036 +434%
DAS
414
Dynamic Advisor Solutions
Arizona
$1.35M +$419K +5,384 +46%
OFG
415
Oxford Financial Group
Indiana
$1.35M -$426K -5,482 -24%
DTC
416
Davidson Trust Company
Washington
$1.35M -$43.1K -555 -3%
NP
417
NorthRock Partners
Minnesota
$1.35M -$2.92M -37,497 -98%
GT
418
Glenview Trust
Kentucky
$1.34M -$196K -2,525 -13%
BOPW
419
Brandywine Oak Private Wealth
Pennsylvania
$1.34M -$16.9K -218 -1%
KFGK
420
Keystone Financial Group (Kentucky)
Kentucky
$1.32M -$5.99K -77 -0.5%
PI
421
PFS Investments
Georgia
$1.29M +$135K +1,733 +12%
HIS
422
Horizon Investment Services
Indiana
$1.29M +$384K +4,940 +43%
OPS
423
Orion Portfolio Solutions
Nebraska
$1.28M +$179K +2,298 +16%
MC
424
Miramar Capital
Illinois
$1.27M -$134K -1,725 -10%
WCG
425
Weaver Consulting Group
California
$1.27M -$20.4K -262 -2%

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.