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Vanguard High Dividend Yield ETF

845 hedge funds and large institutions have $7.24B invested in Vanguard High Dividend Yield ETF in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 236 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $4.57M

65% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 43

64% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 236

9% more capital invested

Capital invested by funds: $6.62B → $7.24B (+$624M)

2% more funds holding

Funds holding: 827845 (+18)

0.86% more ownership

Funds ownership: 28.69%29.55% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 8282 (0)

Holders
845
Holders Change
+18
Holders Change %
+2.18%
% of All Funds
18.35%
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.78%
New
71
Increased
387
Reduced
236
Closed
43
Calls
$12.5M
Puts
$4.57M
Net Calls
+$7.98M
Net Calls Change
-$916K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Belpointe Asset Management
Nevada
$228K -$153K -1,770 -40%
LDFR
702
Lehman & Derafelo Financial Resources
Pennsylvania
$228K
G
703
GenTrust
Florida
$226K
PV
704
Private Vista
Illinois
$226K
SMC
705
Smith, Moore & Co
Missouri
$226K +$224K +2,591 New
IBOK
706
Independence Bank of Kentucky
Kentucky
$224K -$34.6K -400 -13%
HCM
707
Howland Capital Management
Massachusetts
$221K
BKA
708
Brick & Kyle Associates
Pennsylvania
$218K +$214K +2,475 New
BP
709
Ballentine Partners
Massachusetts
$218K +$216K +2,494 New
CMBA
710
C.M. Bidwell & Associates
Hawaii
$217K
FA
711
Fortis Advisors
Pennsylvania
$217K
MWP
712
MYCIO Wealth Partners
Pennsylvania
$215K +$605 +7 +0.3%
CWM
713
Centric Wealth Management
Illinois
$213K +$1.47K +17 +0.7%
BA
714
Boston Advisors
Massachusetts
$212K -$42.5K -492 -17%
CIA
715
Choate Investment Advisors
Massachusetts
$211K
SIC
716
Salem Investment Counselors
North Carolina
$211K +$209K +2,413 New
CBT
717
Capital Bank & Trust
California
$211K +$209K +2,420 New
Wealth Enhancement Advisory Services
718
Wealth Enhancement Advisory Services
Minnesota
$210K +$203K +2,351 New
CAGAS
719
Capital Advisory Group Advisory Services
Minnesota
$208K -$211K -2,444 -51%
MCM
720
MAI Capital Management
Ohio
$208K +$206K +2,381 New
AAS
721
Annex Advisory Services
Wisconsin
$207K -$37K -428 -15%
CPSAC
722
Chas P. Smith & Associates (CPS)
Florida
$207K
PAG
723
Pinnacle Advisory Group
Maryland
$207K
SG
724
StoneX Group
New York
$205K -$65.6K -759 -24%
SWRP
725
Summit Wealth & Retirement Planning
California
$204K -$133K -1,535 -40%

VYM Hedge Fund Activity: Q2 2019 in Review

845 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2019, worth a combined $7.24B — up 9.4% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VYM positions and 43 closed out — a net gain of 28 holders — while 387 added to existing stakes and 236 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $56.7M.

  • 845 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2019, up from 827 in Q1 2019.
  • Funds reported $7.24B of Vanguard High Dividend Yield ETF stock for Q2 2019, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2019 and 43 closed out, a net change of +28 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2019 was United Services Automobile Association, an estimated $242M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2019 was Goldman Sachs, an estimated $56.7M sold.

Based on aggregated 13F filings for Q2 2019.