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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
ACM
501
Anfield Capital Management
California
$779K
TCBWMS
502
Texas Capital Bank Wealth Management Services
Texas
$773K +$446K +5,742 +141%
ESB
503
Essex Savings Bank
Connecticut
$770K +$30.6K +393 +4%
WB
504
Webster Bank
Connecticut
$767K +$23.3K +300 +3%
Fiera Capital (Canada)
505
Fiera Capital (Canada)
Quebec, Canada
$761K -$117K -1,501 -13%
EW
506
Evoke Wealth
California
$756K +$5.21K +67 +0.7%
AWM
507
Altium Wealth Management
New York
$752K +$742K +9,545 New
BCP
508
Blue Chip Partners
Michigan
$751K -$22.8K -293 -3%
DDC
509
DF Dent & Co
Maryland
$750K
AWM
510
Argent Wealth Management
Massachusetts
$749K
BL
511
BFSG LLC
California
$735K -$3.89K -50 -0.5%
MNG
512
Manning & Napier Group
New York
$729K
SSI
513
Scott & Selber Inc
Texas
$725K +$1.55K +20 +0.2%
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$724K +$7.7K +99 +1%
GDP
515
Great Diamond Partners
Maine
$723K -$7.31K -94 -1%
CT
516
Caldwell Trust
Florida
$722K -$122K -1,565 -15%
CFA
517
Cahill Financial Advisors
Minnesota
$720K +$38.6K +496 +6%
TAM
518
Tradition Asset Management
Virginia
$716K -$101K -1,300 -12%
Prudential Financial
519
Prudential Financial
New Jersey
$703K +$35.1K +451 +5%
TW
520
Transform Wealth
Colorado
$700K
PPP
521
Private Portfolio Partners
New Jersey
$699K -$83.7K -1,077 -11%
ADL
522
Asset Dedication LLC
California
$699K
Betterment LLC
523
Betterment LLC
New York
$697K -$59.1K -760 -8%
WA
524
Wambolt & Associates
Colorado
$697K +$3.58K +46 +0.5%
FFWA
525
FRG Family Wealth Advisors
Washington
$688K -$130K -1,671 -16%

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.