We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF

845 hedge funds and large institutions have $7.24B invested in Vanguard High Dividend Yield ETF in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 236 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $4.57M

65% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 43

64% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 236

9% more capital invested

Capital invested by funds: $6.62B → $7.24B (+$624M)

2% more funds holding

Funds holding: 827845 (+18)

0.86% more ownership

Funds ownership: 28.69%29.55% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 8282 (0)

Holders
845
Holders Change
+18
Holders Change %
+2.18%
% of All Funds
18.35%
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.78%
New
71
Increased
387
Reduced
236
Closed
43
Calls
$12.5M
Puts
$4.57M
Net Calls
+$7.98M
Net Calls Change
-$916K
Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
426
Shulman DeMeo Asset Management
New York
$819K +$27K +312 +3%
GVAG
427
Great Valley Advisor Group
Delaware
$818K +$807K +9,330 New
PPP
428
Private Portfolio Partners
New Jersey
$811K -$4.5K -52 -0.6%
CFA
429
Cahill Financial Advisors
Minnesota
$809K -$39.9K -461 -5%
9WM
430
9258 Wealth Management
Ohio
$802K -$48K -555 -6%
CHA
431
Carmichael Hill & Associates
Maryland
$800K +$198K +2,289 +33%
SSI
432
Scott & Selber Inc
Texas
$798K +$1.12K +13 +0.1%
AF
433
Affiance Financial
Minnesota
$797K
OSNBOA
434
Old Second National Bank of Aurora
Illinois
$791K
WPSG
435
Wealth & Pension Services Group
Georgia
$788K -$9.17K -106 -1%
MCM
436
Maryland Capital Management
Maryland
$786K
SCM
437
Sterling Capital Management
North Carolina
$782K -$605 -7 -0.1%
LNWWM
438
Laird Norton Wetherby Wealth Management
California
$774K +$5.36K +62 +0.7%
NAS
439
Nicolet Advisory Services
Wisconsin
$773K +$12.1K +140 +2%
AWA
440
Arete Wealth Advisors
Illinois
$773K +$63K +729 +9%
JIC
441
Johnson Investment Counsel
Ohio
$772K +$63.4K +733 +9%
TYCC
442
Texas Yale Capital Corp
Florida
$769K -$759K -8,774 -50%
SBIA
443
Sheaff Brock Investment Advisors
Indiana
$768K +$1.3K +15 +0.2%
LWAC
444
Laurel Wealth Advisors (California)
California
$760K -$44.4K -513 -6%
NFG
445
Nations Financial Group
Iowa
$758K +$131K +1,520 +21%
KA
446
Kovack Advisors
Florida
$755K +$236K +2,734 +46%
BIA
447
Bigelow Investment Advisors
Maine
$752K -$56.6K -655 -7%
MJRIC
448
Mogy Joel R Investment Counsel
California
$751K -$25.9K -300 -3%
LIM
449
Leavell Investment Management
Alabama
$750K +$99K +1,145 +15%
BHBT
450
Burke & Herbert Bank & Trust
Virginia
$749K +$8.21K +95 +1%

VYM Hedge Fund Activity: Q2 2019 in Review

845 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2019, worth a combined $7.24B — up 9.4% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VYM positions and 43 closed out — a net gain of 28 holders — while 387 added to existing stakes and 236 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $56.7M.

  • 845 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2019, up from 827 in Q1 2019.
  • Funds reported $7.24B of Vanguard High Dividend Yield ETF stock for Q2 2019, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2019 and 43 closed out, a net change of +28 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2019 was United Services Automobile Association, an estimated $242M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2019 was Goldman Sachs, an estimated $56.7M sold.

Based on aggregated 13F filings for Q2 2019.