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Vanguard High Dividend Yield ETF

1,067 hedge funds and large institutions have $11B invested in Vanguard High Dividend Yield ETF in 2020 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 367 increasing their positions, 341 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 42

38% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $36.2M

23% more capital invested

Capital invested by funds: $8.97B → $11B (+$2.05B)

15% more funds holding

Funds holding: 9291,067 (+138)

2% more funds holding in top 10

Funds holding in top 10: 9698 (+2)

1.27% more ownership

Funds ownership: 33.94%35.21% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 341

Holders
1,067
Holders Change
+138
Holders Change %
+14.85%
% of All Funds
18.88%
Holding in Top 10
98
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.08%
% of All Funds
1.73%
New
197
Increased
367
Reduced
341
Closed
42
Calls
$50.1M
Puts
$36.2M
Net Calls
+$13.9M
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BOH
51
Bank of Hawaii
Hawaii
$30.2M +$13.5M +155,496 +89%
SPIA
52
Steward Partners Investment Advisory
New York
$30.1M +$3.43M +39,460 +14%
Deutsche Bank
53
Deutsche Bank
Germany
$28.7M -$6.32M -72,801 -19%
KeyBank National Association
54
KeyBank National Association
Ohio
$28.1M -$212K -2,444 -0.8%
PAG
55
Private Advisor Group
New Jersey
$27.7M -$4.1M -47,190 -13%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$27.5M +$4.13M +47,600 +19%
OIM
57
Opus Investment Management
Massachusetts
$27.1M
RM
58
Resource Management
Louisiana
$25.6M -$739K -8,512 -3%
TCM
59
Twele Capital Management
Minnesota
$25.5M +$7.09M +81,603 +41%
WLIM
60
White Lighthouse Investment Management
Massachusetts
$25.1M +$736K +8,478 +3%
SL
61
Salomon & Ludwin
Virginia
$25.1M -$631K -7,259 -3%
William Blair & Company
62
William Blair & Company
Illinois
$24.9M -$14.2M -163,602 -38%
First Manhattan
63
First Manhattan
New York
$24.7M -$130K -1,500 -0.6%
MSA
64
Marino Stram & Associates
Massachusetts
$24.2M +$2.05M +23,620 +10%
IFAM
65
Institutional & Family Asset Management
Colorado
$23.7M -$870K -10,020 -4%
ST
66
Sabal Trust
Florida
$23.5M -$160K -1,839 -0.7%
RFC
67
Regions Financial Corp
Alabama
$23.4M +$1.51M +17,424 +7%
CCA
68
Conservest Capital Advisors
Pennsylvania
$22.9M +$329K +3,787 +2%
GSIS
69
Global Strategic Investment Solutions
Arizona
$22.7M +$746K +8,587 +4%
BEAM
70
Baker Ellis Asset Management
Washington
$22.6M +$1.3M +14,936 +6%
AWM
71
Act Wealth Management
Texas
$22.5M +$21.3M +245,400 New
IWA
72
Inspirion Wealth Advisors
Illinois
$22.4M +$1.21M +13,899 +6%
PA
73
Pinnacle Associates
New York
$22.3M +$375K +4,314 +2%
HWA
74
Heartwood Wealth Advisors
Virginia
$22.2M +$533K +6,131 +3%
SWP
75
Stratos Wealth Partners
Ohio
$22M +$711K +8,180 +4%

VYM Hedge Fund Activity: Q4 2020 in Review

1,067 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2020, worth a combined $11B — up 23% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new VYM positions and 42 closed out — a net gain of 155 holders — while 367 added to existing stakes and 341 trimmed.

The largest buyer was Bank of America, adding an estimated $256M. The largest seller was HighTower Advisors, exiting entirely with an estimated $34.2M sold.

  • 1,067 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2020, up from 929 in Q3 2020.
  • Funds reported $11B of Vanguard High Dividend Yield ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 197 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2020 and 42 closed out, a net change of +155 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2020 was Bank of America, an estimated $256M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2020 was HighTower Advisors, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2020.