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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
WP
726
WealthSource Partners
California
$379K -$53.9K -594 -13%
LRPA
727
L. Roy Papp & Associates
Arizona
$372K +$1.27K +14 +0.4%
CA
728
Calton & Associates
Florida
$368K -$143K -1,576 -29%
ACM
729
Azimuth Capital Management
Michigan
$368K
WS
730
Wedbush Securities
California
$366K +$354K +3,902 New
RI
731
Rudd International
Florida
$364K -$22.5K -248 -6%
A
732
AdvicePeriod
California
$364K
PWP
733
Personal Wealth Partners
Minnesota
$364K
CL
734
Choreo LLC
Illinois
$364K +$47.1K +519 +15%
PFA
735
Paradigm Financial Advisors
Missouri
$364K +$352K +3,879 New
SWM
736
SeaCrest Wealth Management
New York
$362K +$350K +3,862 New
RGC
737
Roberts, Glore & Co
Illinois
$360K +$348K +3,843 New
LCM
738
Liberty Capital Management
Michigan
$356K +$344K +3,798 New
CWM
739
Circle Wealth Management
New Jersey
$356K +$344K +3,799 New
CSIC
740
Clifford Swan Investment Counsel
California
$355K +$18.1K +200 +6%
IRC
741
Investors Research Corp
Georgia
$348K +$194K +2,145 +137%
LA
742
LexAurum Advisors
Kansas
$339K +$997 +11 +0.3%
SC
743
Steph & Co
Wisconsin
$338K +$327K +3,603 New
SNB
744
Security National Bank
Nebraska
$335K
WA1
745
Wimmer Associates 1
California
$334K -$29.5K -325 -8%
SW
746
SkyOak Wealth
Michigan
$334K +$323K +3,561 New
SAM
747
SignalPoint Asset Management
Missouri
$333K
BWCS
748
Beirne Wealth Consulting Services
Connecticut
$332K -$589K -6,500 -65%
OIWM
749
OptiFour Integrated Wealth Management
Virginia
$332K
MMHP
750
Murphy Middleton Hinkle & Parker
Georgia
$331K -$5.8K -64 -2%

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.