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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
BSAM
801
Blue Sky Asset Management
Colorado
-$805K -9,240 Closed
GIA
802
Guyasuta Investment Advisors
Pennsylvania
-$663K -7,615 Closed
KJWM
803
Kiley Juergens Wealth Management
Washington
-$556K -6,389 Closed
WCAMG
804
Woodard & Company Asset Management Group
North Carolina
-$500K -5,745 Closed
AWE
805
Avidian Wealth Enterprises
Texas
-$455K -5,227 Closed
Simplex Trading
806
Simplex Trading
Illinois
-$379K -4,539 Closed
PS
807
Portfolio Solutions
Michigan
-$358K -4,093 Closed
PRS
808
Pinkerton Retirement Specialists
Idaho
-$349K -4,009 Closed
VF
809
Virtu Financial
New York
-$334K -3,839 Closed
IP
810
Intellectus Partners
California
-$334K -3,811 Closed
NB
811
NBT Bank
New York
-$329K -3,782 Closed
CRC
812
Curi RMB Capital
Illinois
-$324K -3,722 Closed
AFNAS
813
American Financial Network Advisory Services
California
-$319K -3,632 Closed
QCMA
814
Quad Capital Management Advisors
New York
-$287K -3,300 Closed
WP
815
WealthShield Partners
North Carolina
-$270K -3,080 Closed
EWM
816
Evermay Wealth Management
Virginia
-$266K -3,060 Closed
CC
817
Cognios Capital
Kansas
-$245K -2,811 Closed
Fisher Asset Management
818
Fisher Asset Management
Washington
-$244K -2,804 Closed
SFG
819
SNS Financial Group
Minnesota
-$238K -2,735 Closed
FIA
820
FNY Investment Advisers
New York
-$235K -2,700 Closed
MCM
821
McMillion Capital Management
North Carolina
-$232K -2,665 Closed
MGIA
822
Moneta Group Investment Advisors
Missouri
-$223K -2,562 Closed
HCM
823
Howland Capital Management
Massachusetts
-$220K -2,528 Closed
MWP
824
MYCIO Wealth Partners
Pennsylvania
-$218K -2,498 Closed
CIA
825
Choate Investment Advisors
Massachusetts
-$210K -2,410 Closed

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.