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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
KA
501
Kovack Advisors
Florida
$977K +$66K +728 +8%
FFWA
502
FRG Family Wealth Advisors
Washington
$975K -$34.9K -385 -4%
Daiwa Securities Group
503
Daiwa Securities Group
Japan
$975K +$13.6K +150 +1%
ETS
504
ESL Trust Services
New York
$961K +$930K +10,260 New
TF
505
TimeScale Financial
Massachusetts
$959K
TAM
506
Tradition Asset Management
Virginia
$953K -$26.4K -291 -3%
Comerica Bank
507
Comerica Bank
Texas
$952K +$171K +1,885 +23%
FPB
508
First PREMIER Bank
South Dakota
$952K +$179K +1,977 +24%
AWA
509
Arete Wealth Advisors
Illinois
$946K +$53.5K +590 +6%
BOPW
510
Brandywine Oak Private Wealth
Pennsylvania
$944K
WB
511
Webster Bank
Connecticut
$932K -$86.4K -953 -9%
TC
512
Truvestments Capital
Florida
$928K -$50.6K -558 -5%
OWD
513
Osborn Williams & Donohoe
Ohio
$927K -$18.1K -200 -2%
EVM
514
Eaton Vance Management
Massachusetts
$920K +$239K +2,632 +37%
GG
515
Gofen & Glossberg
Illinois
$918K
Qube Research & Technologies (QRT)
516
Qube Research & Technologies (QRT)
United Kingdom
$917K +$887K +9,783 New
AWM
517
Argent Wealth Management
Massachusetts
$914K +$885K +9,756 New
BJL
518
Brighton Jones LLC
Washington
$912K +$82.6K +911 +10%
FTIOP
519
Fiduciary Trust International of Pennsylvania
Pennsylvania
$905K
CAM
520
Cresset Asset Management
Illinois
$903K +$21.4K +236 +3%
WA
521
Wambolt & Associates
Colorado
$900K +$2.54K +28 +0.3%
SAM
522
Secure Asset Management
Michigan
$896K +$866K +9,556 New
DA
523
Detalus Advisors
Missouri
$891K +$862K +9,505 New
MCM
524
Maryland Capital Management
Maryland
$890K +$12.1K +133 +1%
HIS
525
Horizon Investment Services
Indiana
$887K -$1.81K -20 -0.2%

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.