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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
FTI
601
Fiduciary Trust International
Massachusetts
$604K
KWM
602
Kingsview Wealth Management
Oregon
$604K +$18.7K +206 +3%
B
603
Bailard
California
$602K -$71.5K -788 -11%
CT
604
Cambridge Trust
Massachusetts
$601K
YWP
605
YorkBridge Wealth Partners
New York
$601K +$50.6K +558 +10%
SFA
606
Sequoia Financial Advisors
Ohio
$600K +$50K +551 +9%
CWM
607
Chronos Wealth Management
Florida
$600K +$581K +6,406 New
KFGK
608
Keystone Financial Group (Kentucky)
Kentucky
$598K +$54.4K +600 +10%
PSF
609
Pacific Sun Financial
California
$597K -$5.44K -60 -0.9%
TA
610
TFG Advisers
Michigan
$596K -$9.61K -106 -2%
CT
611
Coastline Trust
Rhode Island
$594K -$25.8K -285 -4%
MIM
612
Marco Investment Management
Georgia
$590K
AIA
613
Alera Investment Advisors
Illinois
$583K -$4.99K -55 -0.9%
SHJ
614
Sharkey, Howes & Javer
Colorado
$580K +$816 +9 +0.1%
SFSIG
615
San Francisco Sentry Investment Group
California
$577K
RG
616
Retirement Group
California
$575K +$557K +6,140 New
MC
617
Moors & Cabot
Massachusetts
$571K -$4.81K -53 -0.9%
SPP
618
Single Point Partners
Massachusetts
$570K +$551K +6,078 New
CF
619
Copperwynd Financial
Arizona
$569K +$99.3K +1,095 +22%
1W
620
1776 Wealth
Georgia
$568K +$550K +6,069 New
TNB
621
TCF National Bank
South Dakota
$567K +$54.4K +600 +11%
GAG
622
GM Advisory Group
New York
$566K
SBIA
623
Sheaff Brock Investment Advisors
Indiana
$566K
DWM
624
Destination Wealth Management
California
$558K +$540K +5,958 New
WAG
625
Winthrop Advisory Group
Massachusetts
$555K +$64.5K +711 +14%

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.