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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
TFA
551
Tobias Financial Advisors
Florida
$606K -$84.7K -1,090 -12%
LA
552
Legacy Advisors
Pennsylvania
$606K -$40K -514 -6%
EA
553
Efficient Advisors
Ohio
$604K +$72.5K +932 +14%
AWA
554
Arkadios Wealth Advisors
Georgia
$600K +$76.2K +980 +15%
Charles Schwab
555
Charles Schwab
California
$594K -$2.23M -28,724 -79%
NAS
556
Nicolet Advisory Services
Wisconsin
$594K +$16.9K +218 +3%
JIC
557
Johnson Investment Counsel
Ohio
$586K -$21.4K -275 -4%
MWM
558
Modera Wealth Management
New Jersey
$582K -$7.39K -95 -1%
CMP
559
Courage Miller Partners
Virginia
$582K
CAG
560
Curtis Advisory Group
California
$581K -$44.6K -574 -7%
AWM
561
Altavista Wealth Management
North Carolina
$575K -$19.4K -250 -3%
KA
562
Kovack Advisors
Florida
$574K +$54.9K +706 +11%
CB
563
Cadence Bank
Mississippi
$571K +$27.3K +351 +5%
VWM
564
Valley Wealth Managers
New Jersey
$570K -$51.7K -665 -8%
CPO
565
Cerity Partners OCIO
New York
$569K -$37.9K -487 -6%
OWP
566
Obermeyer Wealth Partners
Colorado
$561K
GG
567
Gofen & Glossberg
Illinois
$555K -$167K -2,150 -23%
CT
568
Cambridge Trust
Massachusetts
$554K +$67K +862 +15%
TL
569
TrueWealth LLC
Georgia
$552K +$13.6K +175 +3%
RMAM
570
Raab & Moskowitz Asset Management
New Jersey
$552K +$277K +3,565 +104%
SCA
571
STALEY CAPITAL ADVISERS
Pennsylvania
$551K -$85.5K -1,100 -14%
DT
572
Diversified Trust
Tennessee
$551K +$311K +4,000 +133%
PFA
573
Paradigm Financial Advisors
Missouri
$549K -$933 -12 -0.2%
LPT
574
Legacy Private Trust
Wisconsin
$545K -$183K -2,352 -25%
FHC
575
First Heartland Consultants
Missouri
$540K +$55.9K +719 +12%

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.