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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
HI
826
Hudock Inc
Pennsylvania
$113K +$49.5K +637 +80%
PA
827
Procyon Advisors
Connecticut
$109K +$389 +5 +0.4%
LWM
828
Liberty Wealth Management
California
$109K +$3.65K +47 +4%
DI
829
Disciplined Investments
Oklahoma
$109K +$5.99K +77 +6%
WR
830
Watson Rebecca
$106K +$104K +1,342 New
PO
831
Private Ocean
California
$105K +$544 +7 +0.5%
BFM
832
Boston Financial Management
Massachusetts
$105K +$104K +1,338 New
RTC
833
Riverview Trust Company
Washington
$103K
AIM
834
Anchor Investment Management
South Carolina
$97.7K
BBHC
835
Brown Brothers Harriman & Co
New York
$97K -$71K -913 -43%
CFFP
836
Center for Financial Planning
Michigan
$96K
BCA
837
Bray Capital Advisors
Florida
$94K +$544 +7 +0.6%
CA
838
Crewe Advisors
Utah
$93K
RFWA
839
RPg Family Wealth Advisory
Massachusetts
$92.8K
SWM
840
Sugarloaf Wealth Management
Georgia
$91K
Schroder Investment Management Group
841
Schroder Investment Management Group
United Kingdom
$87K -$75K -965 -47%
LGWM
842
Litman Gregory Wealth Management
California
$87K
WAS
843
Winch Advisory Services
Wisconsin
$87K +$466 +6 +0.5%
RWA
844
Ropes Wealth Advisors
Massachusetts
$87K +$26.6K +342 +45%
CWM
845
Cranbrook Wealth Management
Michigan
$86K
THWM
846
Taylor Hoffman Wealth Management
Virginia
$83K +$81.6K +1,050 New
TC
847
Truvestments Capital
Florida
$81K -$115K -1,480 -59%
EIP
848
Ellis Investment Partners
Pennsylvania
$79K +$466 +6 +0.6%
CA
849
Clearstead Advisors
Ohio
$78K
FCM
850
Firestone Capital Management
Florida
$75K -$144K -1,850 -66%

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.