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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
HighTower Advisors
51
HighTower Advisors
Illinois
$24.6M -$2.85M -36,601 -10%
IAN
52
Integrated Advisors Network
Texas
$23.9M +$18.5M +237,992 +364%
MGIA
53
Moneta Group Investment Advisors
Missouri
$23.8M +$18.8M +241,992 +401%
OIM
54
Opus Investment Management
Massachusetts
$23.3M -$4.71M -60,540 -17%
RM
55
Resource Management
Louisiana
$23.1M -$3.94M -50,689 -15%
AP
56
Arlington Partners
Alabama
$22.4M -$1.95M -25,028 -8%
SL
57
Salomon & Ludwin
Virginia
$22.4M +$22.1M +284,534 New
IFAM
58
Institutional & Family Asset Management
Colorado
$21.5M +$55K +708 +0.3%
First Manhattan
59
First Manhattan
New York
$21.4M -$2.8M -36,014 -12%
RFC
60
Regions Financial Corp
Alabama
$20.8M +$42K +540 +0.2%
CCA
61
Conservest Capital Advisors
Pennsylvania
$20.1M -$541K -6,956 -3%
ST
62
Sabal Trust
Florida
$20M +$497K +6,392 +3%
CAI
63
Capital Advisors Inc
Oklahoma
$19.9M +$8.06M +103,699 +75%
AF
64
Allworth Financial
California
$19.7M -$503K -6,467 -3%
OCG
65
Opus Capital Group
Ohio
$19.7M -$679K -8,728 -3%
EH
66
Equitable Holdings
New York
$19.6M -$3.57M -45,886 -16%
Wellington Management Group
67
Wellington Management Group
Massachusetts
$19.1M -$9.61M -123,646 -34%
HWA
68
Heartwood Wealth Advisors
Virginia
$18.8M +$9.39M +120,742 +62%
CA
69
Cornerstone Advisory
Maryland
$18.5M -$2.47M -31,736 -12%
GSIS
70
Global Strategic Investment Solutions
Arizona
$18.4M +$1.86M +23,911 +11%
AAS
71
Avantax Advisory Services
Texas
$18.4M +$728K +9,368 +4%
SIC
72
Sigma Investment Counselors
Michigan
$18.4M -$137K -1,767 -0.8%
PA
73
Pinnacle Associates
New York
$18.1M +$918K +11,804 +5%
BEAM
74
Baker Ellis Asset Management
Washington
$17.9M +$889K +11,433 +5%
MSA
75
Marino Stram & Associates
Massachusetts
$17.9M +$1.77M +22,825 +11%

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.