Vanguard High Dividend Yield ETF
788 hedge funds and large institutions have $7.28B invested in Vanguard High Dividend Yield ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 309 increasing their positions, 220 reducing their positions, and 66 closing their positions.
742% more call options, than puts
Call options by funds: $13.2M | Put options by funds: $1.57M
91% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 66
40% more repeat investments, than reductions
Existing positions increased: 309 | Existing positions reduced: 220
22% more capital invested
Capital invested by funds: $5.99B → $7.28B (+$1.3B)
18% more funds holding in top 10
Funds holding in top 10: 71 → 84 (+13)
7% more funds holding
Funds holding: 736 → 788 (+52)
6.69% more ownership
Funds ownership: 27.55% → 34.23% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.54B |
| 2 |
Goldman Sachs
New York
|
+$72.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$66.2M |
| 4 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
+$38.3M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$134M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$97.4M |
| 3 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
-$37.5M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$21.7M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$21.3M |
VYM Hedge Fund Activity: Q4 2018 in Review
788 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2018, worth a combined $7.28B — up 22% from $5.99B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new VYM positions and 66 closed out — a net gain of 60 holders — while 309 added to existing stakes and 220 trimmed.
The largest buyer was Bank of America, adding an estimated $1.54B. The largest seller was Cornerstone Wealth Management, cutting an estimated $134M.
- 788 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2018, up from 736 in Q3 2018.
- Funds reported $7.28B of Vanguard High Dividend Yield ETF stock for Q4 2018, up 22% quarter-over-quarter.
- 126 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2018 and 66 closed out, a net change of +60 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q4 2018 was Bank of America, an estimated $1.54B added.
- The largest Vanguard High Dividend Yield ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2018.