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Vanguard High Dividend Yield ETF
VYM

1,067 hedge funds and large institutions have $11B invested in Vanguard High Dividend Yield ETF in 2020 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 367 increasing their positions, 341 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 42

38% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $36.2M

23% more capital invested

Capital invested by funds: $8.97B → $11B (+$2.05B)

15% more funds holding

Funds holding: 929 → 1,067 (+138)

2% more funds holding in top 10

Funds holding in top 10: 96 → 98 (+2)

1.27% more ownership

Funds ownership: 33.94% → 35.21% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 341

Holders
1,067
Holders Change
+138
Holders Change %
+14.85%
% of All Funds
18.88%
Holding in Top 10
98
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.08%
% of All Funds
1.73%
New
197
Increased
367
Reduced
341
Closed
42
Calls
$50.1M
Puts
$36.2M
Net Calls
+$13.9M
Net Calls Change
-$4.74M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$256M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$142M
3
AF
Ally Financial
Michigan
+$115M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$61.8M
5
Morgan Stanley
Morgan Stanley
New York
+$56.5M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$34.2M
2
UBS Group
UBS Group
Switzerland
-$30.1M
3
Truist Financial
Truist Financial
North Carolina
-$21.9M
4
William Blair & Company
William Blair & Company
Illinois
-$14.2M
5
PFM
Parsec Financial Management
North Carolina
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$69.5M +$4.24M +48,779 +7%
AssetMark Inc
27
AssetMark Inc
California
$68.9M -$3.32M -38,206 -5%
DADC
28
D.A. Davidson & Co
Montana
$60.2M -$329K -3,792 -0.6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$59.2M +$2.54M +29,234 +5%
CSIA
30
Charles Schwab Investment Advisory
California
$59.1M -$4.69M -53,977 -8%
WPW
31
Waldron Private Wealth
Pennsylvania
$54.7M +$942K +10,848 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$51.9M +$3.17M +36,459 +7%
NFC
33
Northeast Financial Consultants
Connecticut
$51.2M -$1.39M -16,022 -3%
HWA
34
HCR Wealth Advisors
California
$49.2M +$1.71M +19,666 +4%
JP Morgan Chase
35
JP Morgan Chase
New York
$47.2M +$23.7M +272,863 +112%
MWA
36
Martel Wealth Advisors
Washington
$47.1M +$2.18M +25,061 +5%
Two Sigma Investments
37
Two Sigma Investments
New York
$45.4M -$9.81M -112,900 -19%
CAN
38
Cetera Advisor Networks
California
$42.6M +$1.14M +13,084 +3%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$41.8M +$1.32M +15,156 +3%
M&T Bank
40
M&T Bank
New York
$39.8M -$1.07M -12,349 -3%
JIC
41
Joel Isaacson & Co
New York
$39.3M +$701K +8,064 +2%
PFM
42
Parsec Financial Management
North Carolina
$38.6M -$13.8M -159,057 -27%
AWM
43
AE Wealth Management
Kansas
$36M +$1.14M +13,155 +3%
ST
44
Smithfield Trust
Pennsylvania
$35.7M -$4M -46,011 -11%
RIM
45
Rakuten Investment Management
Japan
$34.6M +$3.71M +42,700 +13%
SS
46
Simplicity Solutions
Minnesota
$31.6M +$869K +10,007 +3%
MGIA
47
Moneta Group Investment Advisors
Missouri
$31.3M -$788K -9,070 -3%
FMLI
48
Fukoku Mutual Life Insurance
Japan
$30.7M – – –
IAN
49
Integrated Advisors Network
Texas
$30.6M +$13.9M +160,328 +92%
AP
50
Arlington Partners
Alabama
$30.4M +$3.15M +36,264 +12%
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VYM Hedge Fund Activity: Q4 2020 in Review

1,067 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2020, worth a combined $11B — up 23% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new VYM positions and 42 closed out — a net gain of 155 holders — while 367 added to existing stakes and 341 trimmed.

The largest buyer was Bank of America, adding an estimated $256M. The largest seller was HighTower Advisors, exiting entirely with an estimated $34.2M sold.

  • 1,067 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2020, up from 929 in Q3 2020.
  • Funds reported $11B of Vanguard High Dividend Yield ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 197 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2020 and 42 closed out, a net change of +155 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2020 was Bank of America, an estimated $256M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2020 was HighTower Advisors, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2020.