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Vanguard High Dividend Yield ETF

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: 88109 (+21)

18% more funds holding

Funds holding: 8591,010 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$30.7M +$2.81M +31,028 +10%
OIM
52
Opus Investment Management
Massachusetts
$30.3M +$4.4M +48,550 +18%
JP Morgan Chase
53
JP Morgan Chase
New York
$29.4M +$874K +9,634 +3%
First Manhattan
54
First Manhattan
New York
$28.9M -$656K -7,235 -2%
DLIC
55
Daido Life Insurance Company
Japan
$28.7M -$26.3M -289,893 -49%
HighTower Advisors
56
HighTower Advisors
Illinois
$28.6M +$4.92M +54,289 +22%
SS
57
Simplicity Solutions
Minnesota
$27.8M +$2.04M +22,460 +8%
BFG
58
Bouchey Financial Group
New York
$27.7M -$1.47M -16,222 -5%
PA
59
Pinnacle Associates
New York
$27.5M -$59.5K -656 -0.2%
EH
60
Equitable Holdings
New York
$27M +$26.1M +287,986 New
AAMC
61
Asset Allocation & Management Company
Illinois
$26.9M +$26M +286,908 New
KeyBank National Association
62
KeyBank National Association
Ohio
$26.6M -$5.08K -56 -0%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$26.4M +$1.39M +15,376 +6%
OCG
64
Opus Capital Group
Ohio
$25.3M +$51.9K +572 +0.2%
RFC
65
Regions Financial Corp
Alabama
$25.1M +$779K +8,596 +3%
GSIS
66
Global Strategic Investment Solutions
Arizona
$24.9M +$1.19M +13,092 +5%
AF
67
Allworth Financial
California
$24.6M +$197K +2,177 +0.8%
CCA
68
Conservest Capital Advisors
Pennsylvania
$24M +$794K +8,754 +4%
RIM
69
Rakuten Investment Management
Japan
$23.8M +$23M +253,398 New
TC
70
Telemus Capital
Michigan
$23.7M +$572K +6,305 +3%
ST
71
Sabal Trust
Florida
$23.1M +$2.18K +24 +0%
PAG
72
Private Advisor Group
New Jersey
$23.1M +$2.34M +25,784 +12%
CA
73
Cornerstone Advisory
Maryland
$22.8M +$492K +5,426 +2%
AAS
74
Avantax Advisory Services
Texas
$22.7M +$10.5M +115,367 +91%
RCIM
75
Red Cedar Investment Management
Michigan
$21.9M +$589K +6,501 +3%

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.