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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
AWM
526
Aprio Wealth Management
Georgia
$682K +$673K +8,662 New
PWP
527
Principle Wealth Partners
Connecticut
$679K +$4.43K +57 +0.7%
MWM
528
Madison Wealth Management
Ohio
$676K +$14.1K +181 +2%
WA
529
Wealth Alliance
New York
$673K -$17.6K -226 -3%
SW
530
StrongBox Wealth
Missouri
$668K -$172K -2,216 -21%
BWM
531
Baystate Wealth Management
Massachusetts
$667K +$31.2K +401 +5%
NAMP
532
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$663K +$21.8K +280 +3%
MJRIC
533
Mogy Joel R Investment Counsel
California
$659K
KA
534
Klingman & Associates
New York
$658K
CFA
535
Carroll Financial Associates
North Carolina
$656K +$206K +2,655 +47%
Koshinski Asset Management
536
Koshinski Asset Management
Illinois
$654K +$1.24K +16 +0.2%
SPA
537
Sentinel Pension Advisors
Massachusetts
$653K
HR
538
Hayden Royal
North Carolina
$648K -$31.9K -410 -5%
SAM
539
Secure Asset Management
Michigan
$648K +$466 +6 +0.1%
NEGWA
540
New England Guild Wealth Advisors
Connecticut
$641K
GWM
541
Gray Wealth Management
Maine
$639K -$69.7K -896 -10%
DA
542
Detalus Advisors
Missouri
$639K +$5.83K +75 +0.9%
SB
543
Strategic Blueprint
Georgia
$638K
SGK
544
Steigerwald Gordon & Koch
Virginia
$637K +$2.33K +30 +0.4%
EWA
545
EP Wealth Advisors
California
$632K -$763K -9,813 Closed
FAM
546
Formidable Asset Management
Ohio
$621K +$596K +7,660 New
WBC
547
West Branch Capital
Massachusetts
$618K +$610K +7,845 New
BJL
548
Brighton Jones LLC
Washington
$617K -$164K -2,110 -21%
B
549
Bailard
California
$614K -$48K -618 -7%
LWAC
550
Laurel Wealth Advisors (California)
California
$614K +$622 +8 +0.1%

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.