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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
MC
626
Mathes Company
New York
$438K
MCM
627
MV Capital Management
Maryland
$438K +$282K +3,624 +188%
ACI
628
Alpha Cubed Investments
California
$437K -$195K -2,502 -31%
CFB
629
Cullen/Frost Bankers
Texas
$437K -$129K -1,660 -23%
RMDI
630
R.M. Davis Inc
Maine
$437K
CPIG
631
Chicago Partners Investment Group
Illinois
$434K +$30.5K +392 +8%
BRG
632
Bay Rivers Group
Virginia
$432K
BIA
633
Bigelow Investment Advisors
Maine
$427K -$107K -1,382 -20%
FSA
634
Financial Sense Advisors
California
$426K +$2.18K +28 +0.5%
HWA
635
HHM Wealth Advisors
Tennessee
$424K -$136K -1,750 -25%
PJB
636
Paul John Balson
California
$421K +$3.81K +49 +0.9%
AIC
637
Archer Investment Corporation
Indiana
$420K
SFSIG
638
San Francisco Sentry Investment Group
California
$419K +$14.8K +190 +4%
BRWM
639
B. Riley Wealth Management
Tennessee
$418K -$110K -1,419 -21%
SDAM
640
Shulman DeMeo Asset Management
New York
$418K +$78 +1 +0%
DBRC
641
D.B. Root & Company
Pennsylvania
$418K +$4.51K +58 +1%
MC
642
Moors & Cabot
Massachusetts
$413K -$63.9K -822 -14%
CCG
643
Chatham Capital Group
Georgia
$412K +$7K +90 +2%
CCP
644
Corient Capital Partners
California
$410K -$144K -1,856 -26%
YWP
645
YorkBridge Wealth Partners
New York
$408K -$27.1K -348 -6%
MFG
646
Magnus Financial Group
New York
$408K -$6.76K -87 -2%
CDH
647
Charles D. Hyman
$408K +$855 +11 +0.2%
AF
648
Affiance Financial
Minnesota
$407K +$777 +10 +0.2%
TRCT
649
Tower Research Capital (TRC)
New York
$397K -$5.99M -77,010 -94%
ANTB
650
AMG National Trust Bank
Colorado
$394K +$389K +5,005 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.