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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
PAG
826
Pinnacle Advisory Group
Maryland
-$209K -2,404 Closed
AllianceBernstein
827
AllianceBernstein
Tennessee
-$207K -2,378 Closed
BAS
828
Brown Advisory Securities
Maryland
-$207K -2,366 Closed
UWM
829
USAdvisors Wealth Management
Minnesota
-$205K -2,359 Closed
TSS
830
Two Sigma Securities
New York
-$203K -2,328 Closed
NFG
831
Nadler Financial Group
Illinois
-$202K -2,324 Closed
KTM
832
Keeler Thomas Management
Utah
-$200K -2,300 Closed
AIM
833
Arcadia Investment Management
Michigan
-$192K -2,199 Closed
PG
834
Patten Group
Tennessee
-$184K -2,108 Closed
PI
835
Parkside Investments
Illinois
-$174K -2,000 Closed
PWAG
836
Polaris Wealth Advisory Group
California
-$103K -1,182 Closed
TFS
837
TrustCore Financial Services
Tennessee
-$98K -1,124 Closed
RMAM
838
Raab & Moskowitz Asset Management
New Jersey
-$89K -1,029 Closed
IGGA
839
Iron Gate Global Advisors
Utah
-$69K -816 Closed
BA
840
Ballew Advisors
Mississippi
-$61K -750 Closed
EA
841
Elm Advisors
California
-$57K -650 Closed
KF
842
Krilogy Financial
Missouri
-$46K -529 Closed
TC
843
Trilogy Capital
California
-$40K -455 Closed
AIM
844
Advantage Investment Management
Iowa
-$29K -330 Closed
MWM
845
MinichMacGregor Wealth Management
New York
-$25K -290 Closed
LWS
846
Lucia Wealth Services
California
-$24K -270 Closed
JFA
847
JNBA Financial Advisors
Minnesota
-$17K -190 Closed
OBWP
848
O'Brien Wealth Partners
Massachusetts
-$14K -161 Closed
WC
849
Whitney & Co
New York
-$9K -100 Closed
WA
850
WealthTrust-Arizona
Arizona
-$7K -83 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.