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
MML Investors Services
26
MML Investors Services
Massachusetts
$57M -$233K -2,697 -0.4%
NFC
27
Northeast Financial Consultants
Connecticut
$57M -$460K -5,315 -0.8%
AssetMark Inc
28
AssetMark Inc
California
$53.7M -$871K -10,072 -2%
DLIC
29
Daido Life Insurance Company
Japan
$52.1M -$51.9M -599,713 -50%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$46.7M +$1.17M +13,497 +3%
William Blair & Company
31
William Blair & Company
Illinois
$45.6M +$950K +10,990 +2%
PFM
32
Parsec Financial Management
North Carolina
$44.5M +$2.72M +31,492 +7%
ST
33
Smithfield Trust
Pennsylvania
$40.7M -$140K -1,614 -0.3%
JIC
34
Joel Isaacson & Co
New York
$39.2M -$31.7K -367 -0.1%
DADC
35
D.A. Davidson & Co
Montana
$38.5M +$5.85M +67,699 +18%
M&T Bank
36
M&T Bank
New York
$37.7M +$1.39M +16,067 +4%
AG
37
Advisor Group
Arizona
$37.2M +$927K +10,717 +3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$37.1M +$2.29M +26,466 +7%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$36.2M -$914K -10,574 -2%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$35.3M -$5.36M -62,013 -13%
MWA
41
Martel Wealth Advisors
Washington
$35.1M +$417K +4,821 +1%
CAN
42
Cetera Advisor Networks
California
$34.2M +$2.38M +27,549 +8%
RM
43
Resource Management
Louisiana
$33M -$321K -3,710 -1%
HWA
44
HCR Wealth Advisors
California
$32.4M +$12.4M +143,913 +63%
OCG
45
Opus Capital Group
Ohio
$29.6M -$432K -5,001 -1%
First Manhattan
46
First Manhattan
New York
$28.4M -$986K -11,400 -3%
ECM
47
ETrade Capital Management
Virginia
$28.1M +$1.94M +22,430 +7%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$27.8M -$1.25M -14,506 -4%
NAM
49
Nissay Asset Management
Japan
$27.6M +$13.8M +159,757 +102%
AWM
50
AE Wealth Management
Kansas
$27.2M +$15.7M +182,093 +141%

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.