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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.

New
Increased
Maintained
Reduced
Closed

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: 7184 (+13)

7% more funds holding

Funds holding: 736788 (+52)

6.69% more ownership

Funds ownership: 27.55%34.23% (+6.7%)

Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
17.56%
Holding in Top 10
84
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.31%
% of All Funds
1.87%
New
126
Increased
309
Reduced
220
Closed
66
Calls
$13.2M
Puts
$1.57M
Net Calls
+$11.6M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
751
Bruderman Asset Management
New York
$22K -$29.6K -355 -55%
JCM
752
Jacobi Capital Management
Pennsylvania
$22K -$16.8K -201 -42%
FRA
753
Front Row Advisors
California
$22K -$2.33K -28 -9%
CFN
754
Cordasco Financial Network
Florida
$21K -$97.9K -1,174 -81%
POIA
755
Pin Oak Investment Advisors
Texas
$19K -$70.1K -840 -77%
MMG
756
Monetary Management Group
Missouri
$19K
MIM
757
Macroview Investment Management
Maryland
$18K -$72K -863 -79%
GI
758
Gradient Investments
Minnesota
$18K +$16.1K +193 +471%
SNT
759
Security National Trust
West Virginia
$16K
BWM
760
Baystate Wealth Management
Massachusetts
$16K +$167 +2 +1%
AMCA
761
Arthur M. Cohen & Associates
Illinois
$15.9K -$386K -4,632 -2%
FPB
762
First PREMIER Bank
South Dakota
$15K -$3.84K -46 -19%
AOWM
763
Alpha Omega Wealth Management
Virginia
$15K
BC
764
Barnett & Company
Tennessee
$15K
SIS
765
Sound Income Strategies
Florida
$14K -$1.67K -20 -10%
MPWT
766
MassMutual Private Wealth & Trust
Connecticut
$12.1K +$12.9K +155 New
JA
767
JOYN Advisors
Georgia
$11K +$4.84K +58 +67%
CTB
768
Country Trust Bank
Illinois
$10K -$10.5K -126 -50%
DOA
769
D'Orazio & Associates
Virginia
$10K
EAM
770
Eukles Asset Management
Ohio
$10K +$10.5K +126 New
FPFS
771
First Personal Financial Services
North Carolina
$9K
SWA
772
Sutton Wealth Advisors
Florida
$8.19K
BWA
773
BDO Wealth Advisors
Florida
$8K
CA
774
Centerpoint Advisors
Massachusetts
$8K
SIM
775
Sonora Investment Management
Arizona
$7K

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.