Vanguard High Dividend Yield ETF
924 hedge funds and large institutions have $8.03B invested in Vanguard High Dividend Yield ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 392 increasing their positions, 341 reducing their positions, and 152 closing their positions.
92% more call options, than puts
Call options by funds: $28.1M | Put options by funds: $14.7M
15% more repeat investments, than reductions
Existing positions increased: 392 | Existing positions reduced: 341
4.37% less ownership
Funds ownership: 38.86% → 34.49% (-4.4%)
5% less funds holding in top 10
Funds holding in top 10: 109 → 104 (-5)
9% less funds holding
Funds holding: 1,010 → 924 (-86)
25% less capital invested
Capital invested by funds: $10.7B → $8.03B (-$2.71B)
48% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$116M |
| 2 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
+$46.1M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$39.4M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$36.8M |
| 5 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$1.06B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$260M |
| 3 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$100M |
| 4 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$36.7M |
| 5 |
Jane Street
New York
|
-$26.5M |
VYM Hedge Fund Activity: Q1 2020 in Review
924 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2020, worth a combined $8.03B — down 25% from $10.7B a quarter earlier.
Sellers outnumbered buyers: 152 funds closed out of VYM and 79 opened new positions — a net loss of 73 holders — while 341 trimmed existing stakes and 392 added.
The largest buyer was United Services Automobile Association, adding an estimated $116M. The largest seller was Johanson Financial Advisors, cutting an estimated $1.06B.
- 924 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2020, down from 1,010 in Q4 2019.
- Funds reported $8.03B of Vanguard High Dividend Yield ETF stock for Q1 2020, down 25% quarter-over-quarter.
- 79 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2020 and 152 closed out, a net change of -73 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q1 2020 was United Services Automobile Association, an estimated $116M added.
- The largest Vanguard High Dividend Yield ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $1.06B sold.
Based on aggregated 13F filings for Q1 2020.