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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
CMBA
801
C.M. Bidwell & Associates
Hawaii
$196K
PCG
802
Private Capital Group
Connecticut
$193K -$31.9K -410 -14%
SIC
803
Salem Investment Counselors
North Carolina
$192K -$15.5K -200 -8%
BFEC
804
Benjamin F. Edwards & Company
Missouri
$192K +$13.7K +176 +8%
BAM
805
Bellevue Asset Management
Washington
$191K
HFA
806
Hoover Financial Advisors
Pennsylvania
$191K +$188K +2,421 New
LDFR
807
Lehman & Derafelo Financial Resources
Pennsylvania
$186K -$44.7K -575 -20%
ACA
808
Atlas Capital Advisors
Wyoming
$185K +$11.4K +147 +7%
TC
809
Trust Company
Kansas
$183K -$700 -9 -0.4%
TFS
810
TrustCore Financial Services
Tennessee
$182K
CB
811
Community Bank
New York
$176K +$174K +2,232 New
EC
812
Estate Counselors
Wisconsin
$175K +$173K +2,230 New
BCA
813
Berman Capital Advisors
Georgia
$164K
KWM
814
Keebeck Wealth Management
Illinois
$158K +$156K +2,010 New
AIP
815
Ameritas Investment Partners
Nebraska
$156K
JHCP
816
Jackson Hole Capital Partners
Oklahoma
$155K
TWA
817
TCI Wealth Advisors
Arizona
$153K +$96.2K +1,238 +174%
GG
818
Gleason Group
Kentucky
$151K +$1.55K +20 +1%
TVWM
819
Tower View Wealth Management
Wisconsin
$149K -$768K -9,880 -84%
SFPG
820
Stonebridge Financial Planning Group
Florida
$148K
HDIM
821
Hanson & Doremus Investment Management
Vermont
$142K -$544 -7 -0.4%
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
$140K +$129K +1,657 +1,441%
TFGT
823
TS Financial Group (TSFG)
Illinois
$131K
NCM
824
New Capital Management
Texas
$116K +$115K +1,474 New
GTAM
825
Global Trust Asset Management
Florida
$115K

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.