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Vanguard High Dividend Yield ETF

788 hedge funds and large institutions have $7.28B invested in Vanguard High Dividend Yield ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 309 increasing their positions, 220 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

742% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $1.57M

91% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 66

40% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 220

22% more capital invested

Capital invested by funds: $5.99B → $7.28B (+$1.3B)

18% more funds holding in top 10

Funds holding in top 10: 7184 (+13)

7% more funds holding

Funds holding: 736788 (+52)

6.69% more ownership

Funds ownership: 27.55%34.23% (+6.7%)

Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
17.56%
Holding in Top 10
84
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.31%
% of All Funds
1.87%
New
126
Increased
309
Reduced
220
Closed
66
Calls
$13.2M
Puts
$1.57M
Net Calls
+$11.6M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$49.8M +$3.34M +39,987 +7%
William Blair & Company
27
William Blair & Company
Illinois
$48.5M +$1.61M +19,278 +3%
MML Investors Services
28
MML Investors Services
Massachusetts
$42.4M +$10M +120,479 +28%
ST
29
Smithfield Trust
Pennsylvania
$39.5M -$1.73M -20,753 -4%
AssetMark Inc
30
AssetMark Inc
California
$37.9M -$1.72M -20,636 -4%
HWA
31
HCR Wealth Advisors
California
$35.8M +$38.3M +459,338 New
JIC
32
Joel Isaacson & Co
New York
$35.8M +$1.61M +19,273 +5%
PFM
33
Parsec Financial Management
North Carolina
$33.8M +$3.7M +44,409 +11%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$32.8M -$713K -8,549 -2%
AG
35
Advisor Group
Arizona
$31.5M +$4.06M +48,616 +14%
MWA
36
Martel Wealth Advisors
Washington
$30.5M +$403K +4,830 +1%
RM
37
Resource Management
Louisiana
$30.1M -$38.2K -458 -0.1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$30.1M +$1.22M +14,593 +4%
M&T Bank
39
M&T Bank
New York
$29.8M +$1.91M +22,864 +6%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$29.5M -$2.73M -32,770 -8%
CAN
41
Cetera Advisor Networks
California
$27.3M -$2.43M -29,121 -8%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$25.5M +$1.57M +18,799 +6%
First Manhattan
43
First Manhattan
New York
$25.2M +$2.55M +30,520 +10%
DADC
44
D.A. Davidson & Co
Montana
$25.2M +$389K +4,666 +1%
BFG
45
Bouchey Financial Group
New York
$23.2M -$979K -11,743 -4%
PA
46
Pinnacle Associates
New York
$23M +$2.62M +31,414 +12%
AF
47
Allworth Financial
California
$22.6M -$372K -4,454 -2%
ECM
48
ETrade Capital Management
Virginia
$22.6M -$25.8K -309 -0.1%
RFC
49
Regions Financial Corp
Alabama
$21.8M +$2.54M +30,494 +12%
OIM
50
Opus Investment Management
Massachusetts
$21.4M +$257K +3,084 +1%

VYM Hedge Fund Activity: Q4 2018 in Review

788 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2018, worth a combined $7.28B — up 22% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VYM positions and 66 closed out — a net gain of 60 holders — while 309 added to existing stakes and 220 trimmed.

The largest buyer was Bank of America, adding an estimated $1.54B. The largest seller was Cornerstone Wealth Management, cutting an estimated $134M.

  • 788 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2018, up from 736 in Q3 2018.
  • Funds reported $7.28B of Vanguard High Dividend Yield ETF stock for Q4 2018, up 22% quarter-over-quarter.
  • 126 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2018 and 66 closed out, a net change of +60 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2018 was Bank of America, an estimated $1.54B added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2018.