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Vanguard High Dividend Yield ETF

714 hedge funds and large institutions have $5.6B invested in Vanguard High Dividend Yield ETF in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 270 increasing their positions, 264 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $4.63M

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

1% more funds holding

Funds holding: 704714 (+10)

2% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 264

1% more capital invested

Capital invested by funds: $5.52B → $5.6B (+$78.1M)

0.33% more ownership

Funds ownership: 27.32%27.65% (+0.33%)

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
714
Holders Change
+10
Holders Change %
+1.42%
% of All Funds
16.35%
Holding in Top 10
67
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.67%
% of All Funds
1.53%
New
48
Increased
270
Reduced
264
Closed
29
Calls
$16.6M
Puts
$4.63M
Net Calls
+$12M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Evermay Wealth Management
Virginia
$258K -$31.8K -380 -11%
WP
552
WealthShield Partners
North Carolina
$256K -$66.2K -791 -20%
MWP
553
MYCIO Wealth Partners
Pennsylvania
$256K +$258K +3,076 New
LFR
554
Lehman Financial Resources
Pennsylvania
$255K +$257K +3,075 New
CCT
555
Chemung Canal Trust
New York
$254K
OWM
556
Orgel Wealth Management
Wisconsin
$254K
BAM
557
Berkshire Asset Management
Pennsylvania
$252K
CB
558
Cadence Bank
Mississippi
$252K +$2.26K +27 +0.9%
GP
559
Girard Partners
Pennsylvania
$251K -$32.3K -386 -11%
SAM
560
SignalPoint Asset Management
Missouri
$250K +$921 +11 +0.4%
AAS
561
Annex Advisory Services
Wisconsin
$249K -$36.8K -440 -13%
BO
562
Bank OZK
Arkansas
$249K
DT
563
Diversified Trust
Tennessee
$249K
Luther King Capital Management (LKCM)
564
Luther King Capital Management (LKCM)
Texas
$249K
WSFS
565
Wilmington Savings Fund Society
Delaware
$249K
SGCA
566
Steel Grove Capital Advisors
Tennessee
$249K +$25.1K +300 +11%
WCWM
567
Wooster Corthell Wealth Management
Connecticut
$248K +$1.26K +15 +0.5%
WB
568
WesBanco Bank
West Virginia
$247K -$2.2M -26,294 -90%
CB
569
Chemical Bank
Michigan
$247K -$419 -5 -0.2%
SA
570
SRH Advisors
Kansas
$247K
CC
571
Cognios Capital
Kansas
$244K -$63.5K -758 -21%
CBNLCF
572
Cognios Beta Neutral Large Cap Fund
Kansas
$244K +$246K +2,937 New
HCM
573
Hollencrest Capital Management
California
$238K
PCM
574
Poehling Capital Management
Wisconsin
$235K -$8.37K -100 -3%
PWM
575
Perigon Wealth Management
California
$234K

VYM Hedge Fund Activity: Q2 2018 in Review

714 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2018, worth a combined $5.6B — up 1.4% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new VYM positions and 29 closed out — a net gain of 19 holders — while 270 added to existing stakes and 264 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $155M. The largest seller was Morgan Stanley, cutting an estimated $124M.

  • 714 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2018, up from 704 in Q1 2018.
  • Funds reported $5.6B of Vanguard High Dividend Yield ETF stock for Q2 2018, up 1.4% quarter-over-quarter.
  • 48 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2018 and 29 closed out, a net change of +19 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $155M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2018 was Morgan Stanley, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2018.