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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
GIA
751
Gladstone Institutional Advisory
Florida
$328K -$7.16K -79 -2%
HCM
752
Highlander Capital Management
New Jersey
$326K
TWM
753
Titus Wealth Management
California
$325K +$91 +1 +0%
MA
754
Montag & Associates
Georgia
$324K
FIM
755
Frontier Investment Management
Texas
$324K +$272 +3 +0.1%
WP
756
WealthPLAN Partners
Nebraska
$324K +$14.3K +158 +5%
RWA
757
River Wealth Advisors
Pennsylvania
$322K -$21.2K -234 -6%
CFG
758
Citizens Financial Group
Rhode Island
$319K +$42.6K +470 +16%
VWM
759
Vigilare Wealth Management
Arizona
$315K +$311K +3,432 New
EAMA
760
EFG Asset Management (Americas)
Florida
$314K +$304K +3,348 New
NIM
761
Northeast Investment Management
Massachusetts
$313K +$5.08K +56 +2%
CAL
762
Capital Advisors Ltd
Ohio
$312K +$42.1K +464 +16%
EF
763
Empirical Finance
Pennsylvania
$310K
WEPOG
764
Wealth Enhancement & Preservation of GA
Georgia
$308K +$299K +3,294 New
CAG
765
Crestwood Advisors Group
Massachusetts
$306K
QCM
766
Quest Capital Management
Texas
$306K
GWM
767
Greenwich Wealth Management
Connecticut
$304K
TFCP
768
Twin Focus Capital Partners
Massachusetts
$302K
RW
769
REDW Wealth
New Mexico
$300K -$5.89K -65 -2%
CFG
770
Cooper Financial Group
California
$300K +$10.3K +114 +4%
OC
771
Oarsman Capital
Wisconsin
$299K +$43.4K +479 +18%
REMPR
772
Roof Eidam Maycock Peralta (REMP)
California
$297K
MSR
773
Main Street Research
Connecticut
$297K +$287K +3,165 New
MM
774
Main Management
California
$295K
GG
775
Gleason Group
Kentucky
$293K +$283K +3,122 New

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.