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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
SC
476
Savant Capital
Illinois
$898K -$13.4K -172 -1%
GIA
477
Guyasuta Investment Advisors
Pennsylvania
$890K +$111K +1,431 +15%
AIA
478
AIMZ Investment Advisors
California
$887K -$167K -2,145 -16%
AWCI
479
Alpine Woods Capital Investors
New York
$882K
DC
480
Davenport & Co
Virginia
$877K +$866K +11,134 New
CCFM
481
Clear Creek Financial Management
Washington
$877K +$866K +11,143 New
CFS
482
Cannon Financial Strategists
Georgia
$876K +$76.5K +984 +10%
Comerica Bank
483
Comerica Bank
Texas
$864K -$28.1K -361 -3%
GT
484
Greenleaf Trust
Michigan
$855K +$844K +10,850 New
Franklin Resources
485
Franklin Resources
California
$849K +$801K +10,301 New
IAMOG
486
Investors Asset Management of Georgia
Georgia
$835K
LIM
487
Leavell Investment Management
Alabama
$832K +$15.5K +200 +2%
BFG
488
Bouchey Financial Group
New York
$828K -$18.1M -232,909 -96%
FLPIM
489
F.L. Putnam Investment Management
Massachusetts
$825K -$124K -1,596 -13%
MFW
490
Meristem Family Wealth
Minnesota
$820K
ZCM
491
Ziegler Capital Management
Illinois
$813K
BHBT
492
Burke & Herbert Bank & Trust
Virginia
$811K +$11.4K +146 +1%
PCM
493
Poehling Capital Management
Wisconsin
$807K +$1.87K +24 +0.2%
TFS
494
Thoroughbred Financial Services
Tennessee
$803K -$157K -2,016 -17%
IWAG
495
Integer Wealth Advisors Group
Georgia
$797K +$49.4K +635 +7%
TYCC
496
Texas Yale Capital Corp
Florida
$794K +$31.9K +410 +4%
EWA
497
Evolution Wealth Advisors
Florida
$792K +$782K +10,055 New
MA
498
MCF Advisors
Kentucky
$791K -$12M -154,724 -94%
CC
499
Courier Capital
New York
$786K -$61.6K -792 -7%
MCM
500
Maryland Capital Management
Maryland
$780K +$62.4K +803 +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.