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Vanguard High Dividend Yield ETF
VYM

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: 88 → 109 (+21)

18% more funds holding

Funds holding: 859 → 1,010 (+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

Top Buyers

Rank Fund Capital Flow
1
JFA
Johanson Financial Advisors
California
+$1.12B
2
RJA
Raymond James & Associates
Florida
+$672M
3
Bank of America
Bank of America
North Carolina
+$578M
4
Truist Financial
Truist Financial
North Carolina
+$166M
5
USAA
United Services Automobile Association
Texas
+$137M

Top Sellers

Rank Fund Capital Flow
1
DLIC
Daido Life Insurance Company
Japan
-$26.3M
2
NP
NorthRock Partners
Minnesota
-$25M
3
AIC
Ameritas Investment Company
Nebraska
-$22.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.6M
5
NAM
Nissay Asset Management
Japan
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
701
Boston Trust Walden
Massachusetts
$408K +$394K +4,350 New
EHPM
702
Emery Howard Portfolio Management
California
$407K +$3.17K +35 +0.8%
LC
703
LCNB Corp
Ohio
$406K – – –
VCM
704
Vivaldi Capital Management
Illinois
$404K -$7.43K -82 -2%
BG
705
Berry Group
Massachusetts
$404K +$391K +4,307 New
AF
706
Apexium Financial
Texas
$404K +$391K +4,308 New
HWA
707
Heritage Wealth Advisors
Virginia
$404K – – –
JGIA
708
Jackson Grant Investment Advisers
Connecticut
$403K +$3.08K +34 +0.8%
MNG
709
Manning & Napier Group
New York
$401K – – –
RMAM
710
Raab & Moskowitz Asset Management
New Jersey
$399K -$4.08K -45 -1%
CWP
711
CFM Wealth Partners
Texas
$396K +$380K +4,192 New
MSS
712
Mitchell Sinkler & Starr
Pennsylvania
$395K +$47.6K +525 +14%
MOS
713
MGO One Seven
Ohio
$394K -$32K -353 -8%
HR
714
Hayden Royal
North Carolina
$393K +$380K +4,195 New
CAM
715
Covenant Asset Management
New Jersey
$390K – – –
MWM
716
Meridian Wealth Management
Kentucky
$390K +$363 +4 +0.1%
LFG
717
Larson Financial Group
Missouri
$389K +$1.63K +18 +0.4%
FSC
718
Full Sail Capital
Oklahoma
$389K +$32.6K +359 +10%
GLA
719
Good Life Advisors
Pennsylvania
$389K +$32.9K +363 +10%
PJSIMP
720
P.J. Schmidt Investment Management (PJS)
Wisconsin
$388K +$27.2K +300 +8%
CHJWM
721
Carlton Hofferkamp & Jenks Wealth Management
Texas
$388K +$380K +4,194 New
WSTAM
722
Wilbanks Smith & Thomas Asset Management
Virginia
$385K +$10.5K +116 +3%
MWM
723
Minot Wealth Management
Massachusetts
$385K +$369K +4,075 New
AA
724
Advisory Alpha
Michigan
$385K +$308K +3,396 +480%
FAM
725
Formidable Asset Management
Ohio
$382K – – –
27 28
29
30 31

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.