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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
GM
751
GeoWealth Management
Illinois
$253K +$249K +3,208 New
REMPR
752
Roof Eidam Maycock Peralta (REMP)
California
$249K
MM
753
Main Management
California
$248K
AAS
754
Annex Advisory Services
Wisconsin
$248K +$245K +3,153 New
OC
755
Oarsman Capital
Wisconsin
$247K -$4.04K -52 -2%
S
756
SignatureFD
Georgia
$245K -$523K -6,725 -68%
IBOK
757
Independence Bank of Kentucky
Kentucky
$245K +$33.8K +435 +16%
WA1
758
Wimmer Associates 1
California
$244K -$68.4K -880 -23%
CAGAS
759
Capital Advisory Group Advisory Services
Minnesota
$242K -$59.6K -767 -20%
RPC
760
Rossmore Private Capital
Connecticut
$242K +$239K +3,075 New
CCT
761
Chemung Canal Trust
New York
$241K
Daiwa Securities Group
762
Daiwa Securities Group
Japan
$241K
IAP
763
Indie Asset Partners
Indiana
$241K +$223K +2,870 New
PMFA
764
Plante Moran Financial Advisors
Michigan
$238K
HKAM
765
Horizon Kinetics Asset Management
New York
$237K -$109K -1,399 -32%
SB
766
Simmons Bank
Arkansas
$236K
CCA
767
Checchi Capital Advisers
California
$236K +$233K +3,000 New
SW
768
SVB Wealth
Massachusetts
$235K -$38.6K -497 -14%
GWM
769
Greenwich Wealth Management
Connecticut
$235K -$33.3K -428 -13%
HCIA
770
Hochman Cole Investment Advisors
Illinois
$235K -$26.6K -342 -10%
DAC
771
Dividend Assets Capital
South Carolina
$234K
Luther King Capital Management (LKCM)
772
Luther King Capital Management (LKCM)
Texas
$230K
MG
773
MilWealth Group
Wisconsin
$229K
HWMG
774
Hurlow Wealth Management Group
Indiana
$227K
BAM
775
Berkshire Asset Management
Pennsylvania
$226K -$26.2K -337 -10%

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.