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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
CFD
451
Creative Financial Designs
Indiana
$1.25M +$51.8K +571 +4%
OL
452
Optas LLC
Texas
$1.23M +$1.19M +13,173 New
TVWM
453
Tower View Wealth Management
Wisconsin
$1.23M +$7.89K +87 +0.7%
WFM
454
Wolff Financial Management
Michigan
$1.23M +$110K +1,213 +10%
GCM
455
Gables Capital Management
Florida
$1.22M
WA
456
Wheatland Advisors
Pennsylvania
$1.22M +$1.18M +13,050 New
AIA
457
AIMZ Investment Advisors
California
$1.22M
CWM
458
Cedar Wealth Management
California
$1.21M +$767K +8,457 +190%
ACA
459
Ackerman Capital Advisors
Texas
$1.21M
BRWA
460
B. Riley Wealth Advisors
Florida
$1.2M -$172K -1,901 -13%
WCM
461
Washburn Capital Management
Florida
$1.2M +$1.16M +12,790 New
VNA
462
Valley National Advisers
Pennsylvania
$1.2M +$98.1K +1,082 +9%
AWM
463
Adams Wealth Management
Utah
$1.2M +$1.16M +12,755 New
OPS
464
Orion Portfolio Solutions
Nebraska
$1.18M +$1.15M +12,630 New
NSB
465
Norway Savings Bank
Maine
$1.18M +$51.1K +564 +5%
RT
466
Rockland Trust
Massachusetts
$1.17M +$182K +2,012 +19%
Millennium Management
467
Millennium Management
New York
$1.16M +$1.13M +12,418 New
BBHC
468
Brown Brothers Harriman & Co
New York
$1.16M +$584K +6,446 +109%
WP
469
WMS Partners
Maryland
$1.14M +$309K +3,406 +39%
FI
470
Financial Insights
Washington
$1.14M +$22.7K +250 +2%
JWBC
471
J.W. Burns & Co
New York
$1.13M -$6.53K -72 -0.6%
FA
472
FCG Advisors
New Jersey
$1.12M +$81.2K +895 +8%
LP
473
LGL Partners
Pennsylvania
$1.12M
AA
474
Ancora Advisors
Ohio
$1.12M +$2.72K +30 +0.3%
FLPIM
475
F.L. Putnam Investment Management
Massachusetts
$1.11M -$114K -1,253 -10%

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.