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Vanguard High Dividend Yield ETF

845 hedge funds and large institutions have $7.24B invested in Vanguard High Dividend Yield ETF in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 236 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $4.57M

65% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 43

64% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 236

9% more capital invested

Capital invested by funds: $6.62B → $7.24B (+$624M)

2% more funds holding

Funds holding: 827845 (+18)

0.86% more ownership

Funds ownership: 28.69%29.55% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 8282 (0)

Holders
845
Holders Change
+18
Holders Change %
+2.18%
% of All Funds
18.35%
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.78%
New
71
Increased
387
Reduced
236
Closed
43
Calls
$12.5M
Puts
$4.57M
Net Calls
+$7.98M
Net Calls Change
-$916K
Name Holding Trade Value Shares
Change
Change in
Stake
LA
626
LexAurum Advisors
Kansas
$315K -$13K -150 -4%
CSIC
627
Clifford Swan Investment Counsel
California
$314K -$121K -1,400 -28%
WSTAM
628
Wilbanks Smith & Thomas Asset Management
Virginia
$314K +$15.5K +179 +5%
FSC
629
Full Sail Capital
Oklahoma
$314K +$23.3K +270 +8%
SNB
630
Security National Bank
Nebraska
$313K
SAM
631
SignalPoint Asset Management
Missouri
$311K +$12.1K +140 +4%
PGAM
632
Princeton Global Asset Management
New Jersey
$310K +$346 +4 +0.1%
TF
633
Trek Financial
Arizona
$308K
PMFA
634
Plante Moran Financial Advisors
Michigan
$307K +$692 +8 +0.2%
QCM
635
Quest Capital Management
Texas
$305K
S
636
Surevest
California
$304K +$1.99K +23 +0.7%
HCM
637
Highlander Capital Management
New Jersey
$304K +$73.5K +850 +32%
MA
638
Montag & Associates
Georgia
$302K +$15.1K +175 +5%
MAU
639
MRA Associates USA
Arizona
$299K
WCF
640
West Coast Financial
California
$298K -$25.9K -300 -8%
WHG
641
Westwood Holdings Group
Texas
$297K +$294K +3,395 New
CL
642
Choreo LLC
Illinois
$295K -$13.6K -157 -4%
CCM
643
Crossvault Capital Management
Texas
$293K
EF
644
Empirical Finance
Pennsylvania
$289K
Man Group
645
Man Group
United Kingdom
$288K +$69.2K +800 +32%
HFA
646
Hoover Financial Advisors
Pennsylvania
$287K +$951 +11 +0.3%
SGK
647
Steigerwald Gordon & Koch
Virginia
$287K +$1.64K +19 +0.6%
OWM
648
Orgel Wealth Management
Wisconsin
$287K +$17.5K +202 +7%
NIM
649
Northeast Investment Management
Massachusetts
$287K +$284K +3,284 New
RW
650
REDW Wealth
New Mexico
$286K

VYM Hedge Fund Activity: Q2 2019 in Review

845 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2019, worth a combined $7.24B — up 9.4% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VYM positions and 43 closed out — a net gain of 28 holders — while 387 added to existing stakes and 236 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $56.7M.

  • 845 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2019, up from 827 in Q1 2019.
  • Funds reported $7.24B of Vanguard High Dividend Yield ETF stock for Q2 2019, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2019 and 43 closed out, a net change of +28 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2019 was United Services Automobile Association, an estimated $242M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2019 was Goldman Sachs, an estimated $56.7M sold.

Based on aggregated 13F filings for Q2 2019.