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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
CAG
626
Curtis Advisory Group
California
$555K +$537K +5,922 New
ATC
627
Argent Trust Co
Tennessee
$554K +$121K +1,339 +29%
TT
628
TI-Trust
Illinois
$554K +$536K +5,916 New
MPW
629
Monterey Private Wealth
California
$549K +$531K +5,858 New
HKAM
630
Horizon Kinetics Asset Management
New York
$547K +$272 +3 +0.1%
GPA
631
Garrison Point Advisors
California
$546K
CFB
632
Cullen/Frost Bankers
Texas
$544K +$27K +298 +5%
HWA
633
HHM Wealth Advisors
Tennessee
$543K +$68K +750 +15%
NSAM
634
North Star Asset Management
Wisconsin
$541K +$4.53K +50 +0.9%
MFW
635
Mosaic Family Wealth
Missouri
$536K
SIAS
636
Shine Investment Advisory Services
Colorado
$534K -$27.7K -305 -5%
MFGP
637
Marshall Financial Group (Pennsylvania)
Pennsylvania
$529K +$1.63K +18 +0.3%
AIC
638
Archer Investment Corporation
Indiana
$528K +$45.2K +498 +10%
CCM
639
Condor Capital Management
New Jersey
$526K
NEPPG
640
New England Professional Planning Group
Rhode Island
$526K +$509K +5,617 New
MC
641
Mathes Company
New York
$522K
DSN
642
D. Scott Neal
Kentucky
$521K -$266K -2,935 -35%
CIBC World Market
643
CIBC World Market
Ontario, Canada
$521K -$118K -1,297 -19%
MGIA
644
Moneta Group Investment Advisors
Missouri
$521K +$504K +5,560 New
RMDI
645
R.M. Davis Inc
Maine
$520K
BMM
646
Berkshire Money Management
Massachusetts
$519K
DBT
647
Dubuque Bank & Trust
Iowa
$514K +$163K +1,793 +48%
AIA
648
Ally Invest Advisors
North Carolina
$513K +$159K +1,750 +47%
AP
649
Appleton Partners
Massachusetts
$512K
WSFS
650
Wilmington Savings Fund Society
Delaware
$511K

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.