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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
BW
601
Bison Wealth
Georgia
$488K +$52.7K +678 +12%
CL
602
Choreo LLC
Illinois
$485K +$176K +2,266 +58%
IWM
603
IHT Wealth Management
Illinois
$483K -$215K -2,763 -31%
AFP
604
Ausdal Financial Partners
Iowa
$482K -$84.1K -1,082 -15%
SFA
605
Sequoia Financial Advisors
Ohio
$482K -$12.1K -156 -2%
CCM
606
Condor Capital Management
New Jersey
$480K +$36.9K +475 +8%
CHJWM
607
Carlton Hofferkamp & Jenks Wealth Management
Texas
$479K +$22K +283 +5%
MFS
608
McNamara Financial Services
Massachusetts
$477K -$27.8K -358 -6%
NEPPG
609
New England Professional Planning Group
Rhode Island
$471K -$5.83K -75 -1%
SWA
610
Stratos Wealth Advisors
Ohio
$469K +$107K +1,371 +30%
TA
611
TFG Advisers
Michigan
$464K -$29.4K -378 -6%
PFA
612
Pettinga Financial Advisors
Indiana
$462K -$1.27M -16,318 -74%
PL
613
Plancorp LLC
Missouri
$461K
GPA
614
Garrison Point Advisors
California
$459K
CWM
615
Circle Wealth Management
New Jersey
$459K +$157K +2,021 +53%
FCA
616
FinTrust Capital Advisors
South Carolina
$458K +$309K +3,981 +216%
MFW
617
Mosaic Family Wealth
Missouri
$451K -$64.8K -834 -13%
MFGP
618
Marshall Financial Group (Pennsylvania)
Pennsylvania
$448K +$1.87K +24 +0.4%
KWM
619
Kingsview Wealth Management
Oregon
$447K -$46.3K -596 -10%
HCM
620
Howard Capital Management
Georgia
$447K +$57.6K +741 +15%
RCA
621
Resonant Capital Advisors
Wisconsin
$441K -$466K -6,000 -52%
AP
622
Appleton Partners
Massachusetts
$440K -$1.17K -15 -0.3%
HSBC Holdings
623
HSBC Holdings
United Kingdom
$440K +$434K +5,582 New
RWA
624
Redhawk Wealth Advisors
Minnesota
$439K -$1.19M -15,308 -73%
OSNBOA
625
Old Second National Bank of Aurora
Illinois
$439K +$433K +5,576 New

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.