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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
BRG
651
Bay Rivers Group
Virginia
$510K +$493K +5,438 New
Prudential Financial
652
Prudential Financial
New Jersey
$508K +$11.9K +131 +2%
FAM
653
Flaharty Asset Management
Florida
$506K -$30.4K -335 -6%
SHGA
654
Sand Hill Global Advisors
California
$504K +$32.5K +358 +7%
GIA
655
Guyasuta Investment Advisors
Pennsylvania
$503K +$486K +5,365 New
SAS
656
Sage Advisory Services
Texas
$502K -$18.2K -201 -4%
ACM
657
AUA Capital Management
Pennsylvania
$501K
HFA
658
Huber Financial Advisors
Illinois
$500K -$10.8K -119 -2%
CPIG
659
Chicago Partners Investment Group
Illinois
$494K +$473K +5,221 New
SAM
660
S.A. Mason
Michigan
$492K +$476K +5,251 New
MFG
661
Magnus Financial Group
New York
$490K +$3.54K +39 +0.8%
FMII
662
Farmers & Merchants Investments Inc
Nebraska
$489K +$16.8K +185 +4%
DBRC
663
D.B. Root & Company
Pennsylvania
$488K +$16.4K +181 +4%
Neuberger Berman Group
664
Neuberger Berman Group
New York
$486K +$471K +5,189 New
HNB
665
Huntington National Bank
Ohio
$485K
FA
666
FDx Advisors
Illinois
$479K -$40.4K -446 -8%
Fisher Asset Management
667
Fisher Asset Management
Washington
$479K +$245K +2,701 +112%
IAMOG
668
Investors Asset Management of Georgia
Georgia
$478K -$18.1K -200 -4%
VFA
669
Valeo Financial Advisors
Indiana
$474K +$20K +221 +5%
PWAP
670
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$473K -$24.5K -270 -5%
GPFA
671
Game Plan Financial Advisors
Ohio
$469K +$453K +5,000 New
NWS
672
Newport Wealth Strategies
California
$464K -$27K -298 -6%
HCM
673
Howard Capital Management
Georgia
$463K -$161K -1,771 -26%
AFC
674
AFT Forsyth & Company
Florida
$457K -$1.36K -15 -0.3%
MM
675
Meridian Management
Arkansas
$455K

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.