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Vanguard High Dividend Yield ETF

919 hedge funds and large institutions have $8.52B invested in Vanguard High Dividend Yield ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 326 increasing their positions, 381 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $26.2M

6% more capital invested

Capital invested by funds: $8.03B → $8.52B (+$483M)

5% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 82

1% less funds holding

Funds holding: 924919 (-5)

1.16% less ownership

Funds ownership: 34.49%33.34% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 10494 (-10)

14% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 381

Holders
919
Holders Change
-5
Holders Change %
-0.54%
% of All Funds
18.84%
Holding in Top 10
94
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.62%
% of All Funds
1.93%
New
86
Increased
326
Reduced
381
Closed
82
Calls
$36.8M
Puts
$26.2M
Net Calls
+$10.5M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
26
Parsec Financial Management
North Carolina
$49.7M -$1.4M -18,040 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$49.4M -$10.8M -138,576 -18%
NFC
28
Northeast Financial Consultants
Connecticut
$48.3M -$1.48M -19,081 -3%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$48.1M +$27.7M +356,636 +140%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$47.9M +$9.95M +128,019 +27%
WPW
31
Waldron Private Wealth
Pennsylvania
$45.9M +$2.01M +25,894 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$41.6M -$5.39M -69,354 -12%
William Blair & Company
33
William Blair & Company
Illinois
$37.2M -$2.38M -30,619 -6%
ST
34
Smithfield Trust
Pennsylvania
$36.6M -$4.57M -58,774 -11%
M&T Bank
35
M&T Bank
New York
$36.4M +$2.33M +30,013 +7%
MWA
36
Martel Wealth Advisors
Washington
$36.2M +$1.78M +22,955 +5%
CAN
37
Cetera Advisor Networks
California
$35.5M +$3.1M +39,881 +10%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$34.5M +$2.86M +36,791 +9%
JIC
39
Joel Isaacson & Co
New York
$33.5M -$374K -4,810 -1%
HWA
40
HCR Wealth Advisors
California
$33.1M +$7.84M +100,865 +31%
AWM
41
AE Wealth Management
Kansas
$31.4M +$11.6M +148,944 +60%
ECM
42
ETrade Capital Management
Virginia
$29.5M -$2.89M -37,199 -9%
PAG
43
Private Advisor Group
New Jersey
$29.1M +$3.4M +43,674 +13%
Deutsche Bank
44
Deutsche Bank
Germany
$28.7M +$501K +6,439 +2%
SS
45
Simplicity Solutions
Minnesota
$26.4M +$8.67M +111,500 +50%
FMLI
46
Fukoku Mutual Life Insurance
Japan
$26.4M +$8.55M +110,000 +49%
JP Morgan Chase
47
JP Morgan Chase
New York
$26M -$270K -3,468 -1%
AAMC
48
Asset Allocation & Management Company
Illinois
$25.2M +$942K +12,123 +4%
KeyBank National Association
49
KeyBank National Association
Ohio
$25.1M +$5.13M +65,984 +26%
RIM
50
Rakuten Investment Management
Japan
$24.7M +$2.02M +26,000 +9%

VYM Hedge Fund Activity: Q2 2020 in Review

919 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2020, worth a combined $8.52B — up 6% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VYM positions and 82 closed out — a net gain of 4 holders — while 326 added to existing stakes and 381 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $56.8M. The largest seller was Bank of America, cutting an estimated $288M.

  • 919 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2020, down from 924 in Q1 2020.
  • Funds reported $8.52B of Vanguard High Dividend Yield ETF stock for Q2 2020, up 6% quarter-over-quarter.
  • 86 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2020 and 82 closed out, a net change of +4 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $56.8M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2020 was Bank of America, an estimated $288M sold.

Based on aggregated 13F filings for Q2 2020.