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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
OWM
776
Orgel Wealth Management
Wisconsin
$226K -$2.95K -38 -1%
CCA
777
Clearwater Capital Advisors
Illinois
$225K -$184K -2,367 -45%
HCM
778
Hollencrest Capital Management
California
$225K
CWM
779
Chicago Wealth Management
Illinois
$225K +$222K +2,855 New
GLA
780
Good Life Advisors
Pennsylvania
$222K -$70.4K -905 -24%
APP
781
Avantax Planning Partners
Iowa
$221K -$1.27M -16,315 -85%
HSWM
782
Hubbell Strickland Wealth Management
Louisiana
$221K +$218K +2,803 New
FMII
783
Farmers & Merchants Investments Inc
Nebraska
$219K -$69.9K -899 -24%
WB
784
WesBanco Bank
West Virginia
$218K +$215K +2,767 New
SEM
785
Suncoast Equity Management
Florida
$217K +$214K +2,750 New
F
786
F3Logic
Minnesota
$217K +$214K +2,751 New
FIM
787
Frontier Investment Management
Texas
$214K -$58.4K -751 -22%
CAN
788
Claraphi Advisory Network
United States
$213K +$8.32K +107 +4%
AAM
789
Autus Asset Management
Arizona
$213K +$210K +2,702 New
ETS
790
ESL Trust Services
New York
$211K -$249K -3,200 -54%
Wolverine Trading
791
Wolverine Trading
Illinois
$211K -$67.1K -863 -24%
NWS
792
Newport Wealth Strategies
California
$209K -$41K -527 -17%
MCM
793
McMillion Capital Management
North Carolina
$206K +$1.48K +19 +0.7%
VCM
794
Vivaldi Capital Management
Illinois
$206K +$190K +2,444 New
FI
795
FormulaFolio Investments
Michigan
$205K -$53.9K -693 -21%
RIA
796
Realta Investment Advisors
Delaware
$205K +$202K +2,599 New
GFPC
797
Global Financial Private Client
Florida
$204K -$82K -1,055 -29%
PWP
798
Personal Wealth Partners
Minnesota
$202K +$199K +2,562 New
SC
799
SouthState Corp
Florida
$202K +$199K +2,566 New
CAG
800
Crestwood Advisors Group
Massachusetts
$201K +$198K +2,550 New

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.