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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
CWC
426
Carolinas Wealth Consulting
North Carolina
$1.56M +$1.51M +16,666 New
KCM
427
Kanawha Capital Management
Virginia
$1.54M
CAC
428
Certified Advisory Corp
Florida
$1.54M +$97.2K +1,072 +7%
TAIM
429
TD Ameritrade Investment Management
Nebraska
$1.52M +$39K +430 +3%
JFGIW
430
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.5M -$124K -1,373 -8%
HA
431
HYA Advisors
Missouri
$1.49M +$1.44M +15,887 New
CIAS
432
Capital Investment Advisory Services
North Carolina
$1.44M +$138K +1,522 +11%
BCP
433
Blue Chip Partners
Michigan
$1.43M +$604K +6,658 +77%
AF
434
Advisornet Financial
Minnesota
$1.43M -$125K -1,381 -8%
FC
435
FCA Corp
Texas
$1.41M +$121K +1,332 +10%
CBFP
436
Cedar Brook Financial Partners
Ohio
$1.41M +$86.6K +955 +7%
IFA
437
Interactive Financial Advisors
Illinois
$1.38M +$78.8K +869 +6%
NNP
438
Nachman Norwood & Parrott
South Carolina
$1.38M +$19.3K +213 +1%
MAP
439
Milestone Advisory Partners
North Carolina
$1.37M +$283K +3,124 +27%
PCM
440
Parsons Capital Management
Rhode Island
$1.36M -$10.6K -117 -0.8%
CT
441
Caldwell Trust
Florida
$1.36M +$1.32M +14,555 New
CIA
442
Covington Investment Advisors
Pennsylvania
$1.36M -$1.17M -12,884 -90%
NRI
443
NFP Retirement Inc
California
$1.36M +$1.32M +14,551 New
Bank of Montreal
444
Bank of Montreal
Ontario, Canada
$1.36M -$423K -4,666 -24%
FDCDDQ
445
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.33M -$31.7K -350 -2%
FFA
446
Fragasso Financial Advisors
Pennsylvania
$1.32M -$6.53K -72 -0.5%
DCM
447
Dimension Capital Management
Florida
$1.32M
DTC
448
Davidson Trust Company
Washington
$1.3M +$1.26M +13,886 New
HPC
449
HM Payson & Co
Maine
$1.28M -$177K -1,950 -12%
SFS
450
Sowell Financial Services
Arkansas
$1.25M +$69.6K +768 +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.