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Vanguard High Dividend Yield ETF

1,010 hedge funds and large institutions have $10.7B invested in Vanguard High Dividend Yield ETF in 2019 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 407 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

494% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 33

105% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $8.56M

70% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 239

36% more capital invested

Capital invested by funds: $7.93B → $10.7B (+$2.82B)

24% more funds holding in top 10

Funds holding in top 10: 88109 (+21)

18% more funds holding

Funds holding: 8591,010 (+151)

8.62% more ownership

Funds ownership: 30.24%38.86% (+8.6%)

Holders
1,010
Holders Change
+151
Holders Change %
+17.58%
% of All Funds
19.9%
Holding in Top 10
109
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+23.86%
% of All Funds
2.15%
New
196
Increased
407
Reduced
239
Closed
33
Calls
$17.6M
Puts
$8.56M
Net Calls
+$8.99M
Net Calls Change
-$3.61M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
476
Fort Washington Investment Advisors
Ohio
$1.1M +$92.9K +1,024 +10%
GDP
477
Great Diamond Partners
Maine
$1.09M +$1.06M +11,662 New
RCA
478
Resonant Capital Advisors
Wisconsin
$1.09M +$1.05M +11,600 New
SMM
479
Stadion Money Management
Georgia
$1.08M
V
480
VeraBank
Texas
$1.07M +$116K +1,280 +13%
IWM
481
IHT Wealth Management
Illinois
$1.07M -$162K -1,783 -14%
DAS
482
Dynamic Advisor Solutions
Arizona
$1.06M +$8.61K +95 +0.8%
BHB
483
Bank Hapoalim BM
Israel
$1.06M +$46.9K +517 +5%
CC
484
Courier Capital
New York
$1.06M -$18.6K -205 -2%
MHS
485
M Holdings Securities
Oregon
$1.05M +$82.2K +907 +9%
AWCI
486
Alpine Woods Capital Investors
New York
$1.05M
SWP
487
Strategic Wealth Partners
Ohio
$1.05M -$22.3K -246 -2%
AMM
488
American Money Management
California
$1.04M -$11.1K -122 -1%
CHA
489
Carmichael Hill & Associates
Maryland
$1.04M +$170K +1,872 +20%
VWM
490
Valley Wealth Managers
New Jersey
$1.03M -$237K -2,610 -19%
MC
491
Miramar Capital
Illinois
$1.02M +$998K +11,008 New
Fiera Capital (Canada)
492
Fiera Capital (Canada)
Quebec, Canada
$1.01M
HAS
493
HBW Advisory Services
California
$1.01M +$979K +10,798 New
GAM
494
Gould Asset Management
California
$1M -$19.9K -220 -2%
ADL
495
Asset Dedication LLC
California
$999K +$91.2K +1,006 +10%
DC
496
Derby & Company
Massachusetts
$995K +$214K +2,355 +28%
PPP
497
Private Portfolio Partners
New Jersey
$986K +$85.9K +947 +10%
TFS
498
Thoroughbred Financial Services
Tennessee
$984K +$4.9K +54 +0.5%
AWM
499
Altavista Wealth Management
North Carolina
$983K -$381K -4,201 -29%
CPA
500
Clear Perspective Advisors
Illinois
$982K -$963K -10,625 -50%

VYM Hedge Fund Activity: Q4 2019 in Review

1,010 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2019, worth a combined $10.7B — up 36% from $7.93B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new VYM positions and 33 closed out — a net gain of 163 holders — while 407 added to existing stakes and 239 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $1.12B. The largest seller was Daido Life Insurance Company, cutting an estimated $26.3M.

  • 1,010 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2019, up from 859 in Q3 2019.
  • Funds reported $10.7B of Vanguard High Dividend Yield ETF stock for Q4 2019, up 36% quarter-over-quarter.
  • 196 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2019 and 33 closed out, a net change of +163 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $1.12B added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2019 was Daido Life Insurance Company, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2019.