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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
SIC
826
Salem Investment Counselors
North Carolina
$247K
MSFP
827
Mark Sheptoff Financial Planning
Connecticut
$244K -$9.07K -100 -4%
F
828
Filament
Washington
$244K
PV
829
Private Vista
Illinois
$244K
BFEC
830
Benjamin F. Edwards & Company
Missouri
$244K +$121K +1,334 +105%
VFM
831
Vivid Financial Management
California
$244K +$236K +2,600 New
G
832
GenTrust
Florida
$243K
LDFR
833
Lehman & Derafelo Financial Resources
Pennsylvania
$241K
IP
834
Intellectus Partners
California
$238K -$24.9K -275 -10%
KP
835
Keel Point
Alabama
$237K
AWM
836
Altium Wealth Management
New York
$235K
RIL
837
Rothschild Investment LLC
Illinois
$235K +$14.5K +160 +7%
BKA
838
Brick & Kyle Associates
Pennsylvania
$235K +$226K +2,488 New
GP
839
Girard Partners
Pennsylvania
$235K +$228K +2,509 New
IFG
840
Investors Financial Group
Minnesota
$235K +$228K +2,512 New
BP
841
Ballentine Partners
Massachusetts
$234K
CMBA
842
C.M. Bidwell & Associates
Hawaii
$233K
BC
843
Burney Company
Virginia
$233K +$225K +2,485 New
FA
844
Fortis Advisors
Pennsylvania
$232K -$1.18K -13 -0.5%
DDPIC
845
Deroy & Devereaux Private Investment Counsel
Michigan
$230K
MWP
846
MYCIO Wealth Partners
Pennsylvania
$229K -$1.9K -21 -0.9%
BO
847
Bank OZK
Arkansas
$229K +$13.6K +150 +7%
S
848
Surevest
California
$227K -$98.8K -1,090 -31%
SMC
849
Smith, Moore & Co
Missouri
$227K -$15.4K -170 -7%
BAM
850
Bellevue Asset Management
Washington
$227K +$220K +2,425 New

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.