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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
PP
726
PDS Planning
Ohio
$276K +$44.7K +575 +20%
MA
727
Montag & Associates
Georgia
$272K
PFS
728
Physicians Financial Services
North Carolina
$272K +$311 +4 +0.1%
CIBC Asset Management
729
CIBC Asset Management
Ontario, Canada
$271K +$38.9K +500 +17%
MCM
730
Manchester Capital Management
Vermont
$271K +$122K +1,565 +83%
WP
731
WealthPLAN Partners
Nebraska
$270K -$1.79K -23 -0.7%
HB
732
Homrich & Berg
Georgia
$269K -$2.53M -32,532 -90%
FG
733
Fiduciary Group
Georgia
$268K +$20.8K +268 +9%
WS
734
Wedbush Securities
California
$267K -$40.2K -517 -13%
CSIC
735
Clifford Swan Investment Counsel
California
$266K
JIP
736
Jaffetilchin Investment Partners
Florida
$266K +$262K +3,373 New
ACM
737
AUA Capital Management
Pennsylvania
$265K -$154K -1,983 -37%
MMA
738
Miracle Mile Advisors
California
$265K +$261K +3,360 New
LRPA
739
L. Roy Papp & Associates
Arizona
$264K -$53.3K -685 -17%
IP
740
Intellectus Partners
California
$264K
CAL
741
Capital Advisors Ltd
Ohio
$263K
EF
742
Empirical Finance
Pennsylvania
$261K
FNBOMD
743
First National Bank of Mount Dora
Florida
$260K
RZH
744
Relyea Zuckerberg Hanson
Connecticut
$260K +$256K +3,296 New
RW
745
REDW Wealth
New Mexico
$259K +$2.33K +30 +0.9%
PPA
746
Parametric Portfolio Associates
Washington
$256K +$253K +3,253 New
PGAM
747
Princeton Global Asset Management
New Jersey
$255K -$88.5K -1,139 -26%
BWA
748
Burt Wealth Advisors
Maryland
$255K
GVAG
749
Great Valley Advisor Group
Delaware
$255K +$251K +3,229 New
TFCP
750
Twin Focus Capital Partners
Massachusetts
$254K

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.