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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
BAM
801
Berkshire Asset Management
Pennsylvania
$269K -$14K -154 -5%
PCG
802
Private Capital Group
Connecticut
$268K -$4.88M -53,805 -95%
HCM
803
Hollencrest Capital Management
California
$268K
HWMG
804
Hurlow Wealth Management Group
Indiana
$268K
SG
805
StoneX Group
New York
$268K +$12.7K +140 +5%
PFA
806
Pathway Financial Advisors
Vermont
$266K
W
807
WealthOne
New York
$266K +$1.63K +18 +0.6%
DPI
808
Diversified Portfolios Inc
Michigan
$264K -$31K -342 -11%
CCM
809
Coldstream Capital Management
Washington
$264K -$19.6K -216 -7%
AF
810
Alerus Financial
North Dakota
$263K -$54.5K -601 -18%
MCM
811
McMillion Capital Management
North Carolina
$263K -$5.17K -57 -2%
MMA
812
Miracle Mile Advisors
California
$263K +$254K +2,802 New
FCBT
813
First Citizens Bank & Trust
North Carolina
$262K
LBC
814
Lowe Brockenbrough & Co
Virginia
$262K
FCM
815
Firestone Capital Management
Florida
$262K +$254K +2,798 New
OWM
816
Orgel Wealth Management
Wisconsin
$260K -$14K -154 -5%
FA
817
FC Advisory
Pennsylvania
$260K -$2.99K -33 -1%
TF
818
Trek Financial
Arizona
$258K -$449K -4,952 -64%
SEM
819
Suncoast Equity Management
Florida
$258K
HWM
820
Hohimer Wealth Management
Washington
$258K +$249K +2,750 New
FSA
821
Fort Sheridan Advisors
Illinois
$253K +$244K +2,695 New
IBOK
822
Independence Bank of Kentucky
Kentucky
$251K
SWA
823
Stratos Wealth Advisors
Ohio
$250K -$55.2K -609 -19%
WHG
824
Westwood Holdings Group
Texas
$250K +$12.7K +140 +6%
GVAG
825
Great Valley Advisor Group
Delaware
$249K -$618K -6,812 -72%

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.