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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
MJRIC
551
Mogy Joel R Investment Counsel
California
$797K
LA
552
Legacy Advisors
Pennsylvania
$794K
Betterment LLC
553
Betterment LLC
New York
$794K +$23.9K +264 +3%
Koshinski Asset Management
554
Koshinski Asset Management
Illinois
$783K +$760K +8,386 New
FWP
555
FAS Wealth Partners
Kansas
$778K +$753K +8,306 New
CAW
556
Cornerstone Advisors (Washington)
Washington
$774K +$239K +2,641 +47%
IC
557
InterOcean Capital
Illinois
$768K
AFP
558
Ausdal Financial Partners
Iowa
$767K -$114K -1,258 -13%
NEGWA
559
New England Guild Wealth Advisors
Connecticut
$763K
SGK
560
Steigerwald Gordon & Koch
Virginia
$753K +$400K +4,415 +122%
SWMG
561
Signature Wealth Management Group
Georgia
$752K -$7.8K -86 -1%
KFI
562
Key Financial Inc
Pennsylvania
$750K +$726K +8,004 New
BW
563
Bison Wealth
Georgia
$746K +$102K +1,130 +17%
EWA
564
EP Wealth Advisors
California
$733K +$709K +7,821 New
TL
565
TrueWealth LLC
Georgia
$725K +$5.8K +64 +0.8%
CMP
566
Courage Miller Partners
Virginia
$721K +$27.2K +300 +4%
CPO
567
Cerity Partners OCIO
New York
$720K -$29.3K -323 -4%
WC
568
Whitnell & Co
Illinois
$719K
SVWAG
569
Sound View Wealth Advisors Group
Georgia
$715K +$129K +1,418 +23%
SS
570
Sunbelt Securities
Texas
$706K +$17.7K +195 +3%
CFS
571
CRA Financial Services
New Jersey
$698K -$25.1K -277 -4%
MWM
572
Modera Wealth Management
New Jersey
$694K -$5.99K -66 -0.9%
ESB
573
Essex Savings Bank
Connecticut
$692K -$147K -1,625 -18%
HH
574
Hilltop Holdings
Texas
$692K +$168K +1,858 +34%
CCA
575
Clearwater Capital Advisors
Illinois
$691K -$331K -3,646 -33%

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.