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Vanguard High Dividend Yield ETF

845 hedge funds and large institutions have $7.24B invested in Vanguard High Dividend Yield ETF in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 236 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $4.57M

65% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 43

64% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 236

9% more capital invested

Capital invested by funds: $6.62B → $7.24B (+$624M)

2% more funds holding

Funds holding: 827845 (+18)

0.86% more ownership

Funds ownership: 28.69%29.55% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 8282 (0)

Holders
845
Holders Change
+18
Holders Change %
+2.18%
% of All Funds
18.35%
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.78%
New
71
Increased
387
Reduced
236
Closed
43
Calls
$12.5M
Puts
$4.57M
Net Calls
+$7.98M
Net Calls Change
-$916K
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
801
Winch Advisory Services
Wisconsin
$32K +$173 +2 +0.5%
ACS
802
Archford Capital Strategies
Illinois
$31K
TF
803
Tompkins Financial
New York
$31K
ZB
804
Zions Bancorporation
Utah
$30K -$12.3K -142 -29%
DWM
805
Destination Wealth Management
California
$30K
IWA
806
Intercontinental Wealth Advisors
Texas
$30K +$29.8K +345 New
HS
807
Horan Securities
United States
$27K -$9.94K -115 -27%
MMG
808
Monetary Management Group
Missouri
$26K
FRA
809
Front Row Advisors
California
$24K
LWS
810
Lucia Wealth Services
California
$24K
OAM
811
Oppenheimer Asset Management
New York
$22K -$58.8K -680 -73%
POIA
812
Pin Oak Investment Advisors
Texas
$22K
OIA
813
Optimum Investment Advisors
Illinois
$22K +$21.6K +250 New
MDCM
814
Morgan Dempsey Capital Management
Wisconsin
$21K
PAI
815
Pittenger & Anderson Inc
Nebraska
$21K
BWM
816
Baystate Wealth Management
Massachusetts
$18K +$173 +2 +1%
SIS
817
Sound Income Strategies
Florida
$18K +$2.16K +25 +14%
AOWM
818
Alpha Omega Wealth Management
Virginia
$17K
BC
819
Barnett & Company
Tennessee
$17K
SNT
820
Security National Trust
West Virginia
$17K
JWM
821
Janiczek Wealth Management
Colorado
$17K +$16.9K +195 New
CWA
822
Clarus Wealth Advisors
Arizona
$16K -$15.7K -181 -50%
RIA
823
Realta Investment Advisors
Delaware
$16K +$6.23K +72 +64%
JPLA
824
Joseph P. Lucia & Associates
New York
$15K -$1.27M -14,660 -99%
EFSCE
825
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$10K -116 -40%

VYM Hedge Fund Activity: Q2 2019 in Review

845 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2019, worth a combined $7.24B — up 9.4% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VYM positions and 43 closed out — a net gain of 28 holders — while 387 added to existing stakes and 236 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $56.7M.

  • 845 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2019, up from 827 in Q1 2019.
  • Funds reported $7.24B of Vanguard High Dividend Yield ETF stock for Q2 2019, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2019 and 43 closed out, a net change of +28 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2019 was United Services Automobile Association, an estimated $242M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2019 was Goldman Sachs, an estimated $56.7M sold.

Based on aggregated 13F filings for Q2 2019.