We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF

859 hedge funds and large institutions have $7.93B invested in Vanguard High Dividend Yield ETF in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 386 increasing their positions, 233 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $6.02M

66% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 233

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

9% more capital invested

Capital invested by funds: $7.24B → $7.93B (+$685M)

7% more funds holding in top 10

Funds holding in top 10: 8288 (+6)

2% more funds holding

Funds holding: 845859 (+14)

0.69% more ownership

Funds ownership: 29.55%30.24% (+0.69%)

Holders
859
Holders Change
+14
Holders Change %
+1.66%
% of All Funds
18.84%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.93%
New
65
Increased
386
Reduced
233
Closed
42
Calls
$18.6M
Puts
$6.02M
Net Calls
+$12.6M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$57.7M -$666K -7,609 -1%
NFC
27
Northeast Financial Consultants
Connecticut
$57.6M -$270K -3,084 -0.5%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$56.3M -$3.04M -34,730 -5%
MML Investors Services
29
MML Investors Services
Massachusetts
$53.4M -$4.38M -50,041 -8%
DLIC
30
Daido Life Insurance Company
Japan
$52.9M
PFM
31
Parsec Financial Management
North Carolina
$47.5M +$2.25M +25,754 +5%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$47.1M -$260K -2,971 -0.6%
William Blair & Company
33
William Blair & Company
Illinois
$46.3M -$47.5K -543 -0.1%
DADC
34
D.A. Davidson & Co
Montana
$43.5M +$4.26M +48,668 +11%
ST
35
Smithfield Trust
Pennsylvania
$42.5M +$1.25M +14,250 +3%
JIC
36
Joel Isaacson & Co
New York
$41.6M +$1.73M +19,780 +4%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.4M +$18.4M +210,258 +82%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$40M +$2.28M +26,095 +6%
AG
39
Advisor Group
Arizona
$39.8M +$1.93M +22,088 +5%
M&T Bank
40
M&T Bank
New York
$39.8M +$1.46M +16,679 +4%
MWA
41
Martel Wealth Advisors
Washington
$36.5M +$843K +9,628 +2%
CAN
42
Cetera Advisor Networks
California
$35.5M +$792K +9,054 +2%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$34.6M +$6.31M +72,076 +23%
RM
44
Resource Management
Louisiana
$32.8M -$685K -7,825 -2%
ECM
45
ETrade Capital Management
Virginia
$31.4M +$2.77M +31,689 +10%
NAM
46
Nissay Asset Management
Japan
$28M
First Manhattan
47
First Manhattan
New York
$28M -$890K -10,165 -3%
BFG
48
Bouchey Financial Group
New York
$27.7M +$762K +8,707 +3%
JP Morgan Chase
49
JP Morgan Chase
New York
$27M +$977K +11,168 +4%
AWM
50
AE Wealth Management
Kansas
$26.3M -$1.32M -15,126 -5%

VYM Hedge Fund Activity: Q3 2019 in Review

859 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2019, worth a combined $7.93B — up 9.5% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VYM positions and 42 closed out — a net gain of 23 holders — while 386 added to existing stakes and 233 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $318M. The largest seller was Bank of Montreal, cutting an estimated $34.6M.

  • 859 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2019, up from 845 in Q2 2019.
  • Funds reported $7.93B of Vanguard High Dividend Yield ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 65 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2019 and 42 closed out, a net change of +23 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2019 was United Services Automobile Association, an estimated $318M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2019 was Bank of Montreal, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2019.