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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
RT
576
Rockland Trust
Massachusetts
$538K -$399K -5,132 -43%
RG
577
Retirement Group
California
$536K +$529K +6,810 New
FWM
578
Frontier Wealth Management
Missouri
$533K -$350K -4,507 -40%
SWP
579
Strategic Wealth Partners
Ohio
$532K -$344K -4,420 -40%
BCA
580
Bay Colony Advisors
Massachusetts
$531K +$3.58K +46 +0.7%
SCM
581
SOL Capital Management
Maryland
$528K -$38.1K -490 -7%
CFGS
582
Concourse Financial Group Securities
Alabama
$527K -$1.48M -19,039 -74%
STA
583
Summit Trail Advisors
New York
$524K -$264K -3,400 -34%
AAM
584
Aureus Asset Management
Massachusetts
$523K
PFGIA
585
Patriot Financial Group Insurance Agency
Massachusetts
$517K +$84.7K +1,090 +20%
SAM
586
SignalPoint Asset Management
Missouri
$516K +$1.01K +13 +0.2%
MWM
587
MBE Wealth Management
Wisconsin
$514K -$486K -6,251 -49%
SG Americas Securities
588
SG Americas Securities
New York
$513K -$60.8K -782 -11%
GC
589
Grimes & Company
Massachusetts
$508K -$19K -244 -4%
JWCA
590
J.W. Coons Advisors
Ohio
$503K +$233 +3 +0%
SVWAG
591
Sound View Wealth Advisors Group
Georgia
$497K -$85.2K -1,096 -15%
Renaissance Technologies
592
Renaissance Technologies
New York
$496K -$109K -1,400 -18%
MIM
593
Marco Investment Management
Georgia
$496K
SPP
594
Single Point Partners
Massachusetts
$495K +$855 +11 +0.2%
WSTAM
595
Wilbanks Smith & Thomas Asset Management
Virginia
$494K -$25.3K -326 -5%
TNB
596
TCF National Bank
South Dakota
$494K -$15.5K -200 -3%
CWM
597
Cedar Wealth Management
California
$493K -$2.49K -32 -0.5%
SAM
598
Seelaus Asset Management
New Jersey
$492K -$37.2K -479 -7%
MBT
599
Montecito Bank & Trust
California
$490K -$120K -1,539 -20%
GIA
600
Gladstone Institutional Advisory
Florida
$489K +$51.2K +658 +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.