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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
1W
651
1776 Wealth
Georgia
$391K -$472K -6,069 -55%
NR
652
Newfound Research
Massachusetts
$388K +$382K +4,917 +163,900%
AWM
653
Aevitas Wealth Management
Massachusetts
$387K +$2.25K +29 +0.6%
MM
654
Meridian Management
Arkansas
$382K
WOSD
655
WFA of San Diego
California
$382K +$315K +4,050 New
BFO
656
Boston Family Office
Massachusetts
$381K
LFG
657
Larson Financial Group
Missouri
$380K -$34.1K -439 -8%
VWA
658
V Wealth Advisors
Kansas
$378K +$123K +1,587 +50%
CAM
659
Covenant Asset Management
New Jersey
$369K
FNBSF
660
First National Bank Sioux Falls
South Dakota
$369K
HNB
661
Huntington National Bank
Ohio
$367K
ACM
662
Azimuth Capital Management
Michigan
$364K +$31.5K +405 +10%
CFS
663
CRA Financial Services
New Jersey
$358K -$218K -2,805 -38%
HCM
664
Highlander Capital Management
New Jersey
$358K +$15.5K +200 +5%
RIM
665
Rockbridge Investment Management
New York
$357K +$353K +4,535 New
RCAG
666
Rehmann Capital Advisory Group
Michigan
$356K -$536K -6,896 -60%
SSWM
667
Smith Salley Wealth Management
North Carolina
$356K
WSFS
668
Wilmington Savings Fund Society
Delaware
$355K
VWM
669
Vigilare Wealth Management
Arizona
$354K -$119K -1,525 -25%
CPA
670
Court Place Advisors
Maryland
$354K +$2.72K +35 +0.8%
VHAM
671
Van Hulzen Asset Management
California
$354K +$4.51K +58 +1%
WPP
672
Whalerock Point Partners
Rhode Island
$351K
AFC
673
AFT Forsyth & Company
Florida
$349K
EHPM
674
Emery Howard Portfolio Management
California
$349K +$3.58K +46 +1%
AIA
675
Alera Investment Advisors
Illinois
$346K -$60.3K -776 -15%

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.