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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
SA
701
SRH Advisors
Kansas
$326K +$51.8K +666 +19%
SIAS
702
Shine Investment Advisory Services
Colorado
$325K -$101K -1,304 -24%
MPW
703
Monterey Private Wealth
California
$324K -$249K -3,199 -44%
MOS
704
MGO One Seven
Ohio
$323K -$8.47K -109 -3%
PCA
705
Personal Capital Advisors
California
$321K -$187K -2,403 -37%
PWM
706
Perigon Wealth Management
California
$320K +$89.4K +1,150 +39%
BMM
707
Berkshire Money Management
Massachusetts
$319K
KFI
708
Key Financial Inc
Pennsylvania
$319K
HIA
709
Harbor Investment Advisory
Maryland
$314K
RI
710
Rudd International
Florida
$312K +$3.34K +43 +1%
ACP
711
Arcus Capital Partners
Georgia
$309K -$272K -3,497 -47%
NIM
712
Northeast Investment Management
Massachusetts
$308K +$2.02K +26 +0.7%
SAM
713
S.A. Mason
Michigan
$306K -$64.8K -833 -18%
ATC
714
Argent Trust Co
Tennessee
$305K -$258K -3,320 -46%
LA
715
LexAurum Advisors
Kansas
$304K
LC
716
LCNB Corp
Ohio
$303K -$58.1K -747 -16%
SBIA
717
Sheaff Brock Investment Advisors
Indiana
$301K +$11.4K +146 +4%
SHJ
718
Sharkey, Howes & Javer
Colorado
$298K -$185K -2,383 -39%
MAP
719
Milestone Advisory Partners
North Carolina
$289K
LFG
720
LifePlan Financial Group
Ohio
$283K +$13.6K +175 +5%
SNB
721
Security National Bank
Nebraska
$282K
WG
722
Welch Group
Alabama
$279K -$56.1K -721 -17%
MMHP
723
Murphy Middleton Hinkle & Parker
Georgia
$279K +$1.09K +14 +0.4%
IFWM
724
Institute for Wealth Management
Colorado
$278K -$13.1K -169 -5%
WCM
725
Washburn Capital Management
Florida
$276K -$38.9K -500 -13%

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.