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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
FEG
776
Financial Enhancement Group
Indiana
$290K -$50.7K -559 -15%
CCT
777
Chemung Canal Trust
New York
$287K
SW
778
SVB Wealth
Massachusetts
$287K +$66.1K +729 +31%
RICHC
779
Renaissance Investment Consultants Holding Company
Pennsylvania
$287K +$279K +3,074 New
MFS
780
McNamara Financial Services
Massachusetts
$286K +$2.36K +26 +0.9%
TWM
781
Tolleson Wealth Management
Texas
$285K +$276K +3,046 New
PMFA
782
Plante Moran Financial Advisors
Michigan
$284K -$43.8K -483 -14%
DAC
783
Dividend Assets Capital
South Carolina
$283K +$4.53K +50 +2%
DT
784
Diversified Trust
Tennessee
$281K
SB
785
Simmons Bank
Arkansas
$281K
WP
786
WealthShield Partners
North Carolina
$280K -$23.7K -261 -8%
WCWM
787
Wooster Corthell Wealth Management
Connecticut
$280K
TIA
788
Traphagen Investment Advisors
New Jersey
$278K -$163K -1,803 -38%
SA
789
SRH Advisors
Kansas
$278K
CIBC Asset Management
790
CIBC Asset Management
Ontario, Canada
$276K
Luther King Capital Management (LKCM)
791
Luther King Capital Management (LKCM)
Texas
$274K
PCM
792
Poehling Capital Management
Wisconsin
$274K
PCA
793
Personal Capital Advisors
California
$274K +$46.8K +516 +21%
PPW
794
Pasadena Private Wealth
California
$273K
BB
795
Bell Bank
North Dakota
$273K +$265K +2,918 New
MG
796
MilWealth Group
Wisconsin
$273K
PWM
797
Perigon Wealth Management
California
$272K
PC
798
Port Capital
Illinois
$271K
MSAM
799
Moloney Securities Asset Management
Missouri
$270K +$4.81K +53 +2%
PFGIA
800
Patriot Financial Group Insurance Agency
Massachusetts
$269K -$18.9K -208 -7%

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.