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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
GAG
676
GM Advisory Group
New York
$346K +$622 +8 +0.2%
MWM
677
Meridian Wealth Management
Kentucky
$344K +$4.2K +54 +1%
RWA
678
River Wealth Advisors
Pennsylvania
$344K +$32.2K +414 +10%
KLCM
679
KG&L Capital Management
Louisiana
$343K -$5.67K -73 -2%
BTW
680
Boston Trust Walden
Massachusetts
$343K
JGIA
681
Jackson Grant Investment Advisers
Connecticut
$342K +$1.09K +14 +0.3%
HWA
682
Heritage Wealth Advisors
Virginia
$339K
BG
683
Berry Group
Massachusetts
$339K
KMWM
684
Keudell/Morrison Wealth Management
Oregon
$339K +$334K +4,300 New
PWAP
685
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$338K -$28.8K -370 -8%
NSIM
686
North Star Investment Management
Illinois
$336K -$113K -1,455 -25%
FAM
687
Flaharty Asset Management
Florida
$336K -$101K -1,298 -23%
VFA
688
Valeo Financial Advisors
Indiana
$336K -$67.1K -863 -17%
MAA
689
Matrix Asset Advisors
New York
$336K +$331K +4,259 New
A
690
AdvicePeriod
California
$335K
RIL
691
Rothschild Investment LLC
Illinois
$335K +$57.7K +742 +21%
TC
692
Trilogy Capital
California
$335K +$321K +4,135 New
HIC
693
Holderness Investments Company
North Carolina
$334K -$23.9K -308 -7%
WA
694
Wealth Architects
California
$334K
SRCM
695
Swift Run Capital Management
Virginia
$331K +$19.4K +250 +6%
SC
696
Steph & Co
Wisconsin
$331K +$46.6K +600 +17%
MGIA
697
Matthew Goff Investment Advisor
Texas
$331K +$326K +4,199 New
CWP
698
CFM Wealth Partners
Texas
$330K
QCM
699
Quest Capital Management
Texas
$330K +$71.3K +917 +28%
MSS
700
Mitchell Sinkler & Starr
Pennsylvania
$329K -$3.11K -40 -0.9%

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.