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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
SDAM
576
Shulman DeMeo Asset Management
New York
$681K -$174K -1,918 -21%
AWA
577
Arkadios Wealth Advisors
Georgia
$676K +$649K +7,160 New
BCA
578
Bay Colony Advisors
Massachusetts
$675K +$3.99K +44 +0.6%
SCM
579
SOL Capital Management
Maryland
$674K -$18.1K -200 -3%
SG Americas Securities
580
SG Americas Securities
New York
$674K +$652K +7,188 New
NAMP
581
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$668K +$55.8K +615 +9%
OWP
582
Obermeyer Wealth Partners
Colorado
$667K
SC
583
Savant Capital
Illinois
$665K +$3.99K +44 +0.6%
PCFFS
584
Pacific Center for Financial Services
California
$655K +$11.1K +122 +2%
EA
585
Efficient Advisors
Ohio
$654K +$1.81K +20 +0.3%
RWP
586
RWA Wealth Partners
Massachusetts
$653K
SAM
587
Seelaus Asset Management
New Jersey
$650K -$104K -1,151 -14%
ACP
588
Arcus Capital Partners
Georgia
$650K +$4.9K +54 +0.8%
HFA
589
Hoover Financial Advisors
Pennsylvania
$650K +$384K +4,230 +157%
CB
590
Cadence Bank
Mississippi
$646K
PFS
591
Physicians Financial Services
North Carolina
$643K +$5.08K +56 +0.8%
CDH
592
Charles D. Hyman
$641K -$32.4K -357 -5%
CG
593
Cutler Group
California
$637K +$616K +6,799 New
GC
594
Grimes & Company
Massachusetts
$636K -$6.62K -73 -1%
Allianz Asset Management
595
Allianz Asset Management
Germany
$636K +$42.6K +470 +7%
AAM
596
Aureus Asset Management
Massachusetts
$622K
SB
597
Strategic Blueprint
Georgia
$618K
AWM
598
Aberdeen Wealth Management
Illinois
$618K +$598K +6,594 New
AWA
599
Alaska Wealth Advisors
Alaska
$605K +$152K +1,674 +35%
CAG
600
Csenge Advisory Group
Florida
$604K -$4.08K -45 -0.7%

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.