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Vanguard High Dividend Yield ETF
VYM

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: 88 → 109 (+21)

18% more funds holding

Funds holding: 859 → 1,010 (+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

Top Buyers

Rank Fund Capital Flow
1
JFA
Johanson Financial Advisors
California
+$1.12B
2
RJA
Raymond James & Associates
Florida
+$672M
3
Bank of America
Bank of America
North Carolina
+$578M
4
Truist Financial
Truist Financial
North Carolina
+$166M
5
USAA
United Services Automobile Association
Texas
+$137M

Top Sellers

Rank Fund Capital Flow
1
DLIC
Daido Life Insurance Company
Japan
-$26.3M
2
NP
NorthRock Partners
Minnesota
-$25M
3
AIC
Ameritas Investment Company
Nebraska
-$22.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.6M
5
NAM
Nissay Asset Management
Japan
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
851
Choate Investment Advisors
Massachusetts
$226K – – –
CIA
852
Compass Ion Advisors
Pennsylvania
$225K +$218K +2,400 New
CM
853
Columbus Macro
Pennsylvania
$223K +$216K +2,385 New
ACM
854
Advisors Capital Management
New Jersey
$222K -$20.9K -230 -9%
CPSAC
855
Chas P. Smith & Associates (CPS)
Florida
$222K – – –
CFG
856
Capstone Financial Group
Oklahoma
$222K +$214K +2,364 New
SWRP
857
Summit Wealth & Retirement Planning
California
$219K – – –
GKWIM
858
Gerber Kawasaki Wealth & Investment Management
California
$218K -$272 -3 -0.1%
ACP
859
Aviance Capital Partners
Florida
$218K +$211K +2,330 New
NB
860
NBT Bank
New York
$217K – – –
VWA
861
V Wealth Advisors
Kansas
$217K – – –
FAM
862
Fenimore Asset Management
New York
$216K – – –
TFS
863
TrustCore Financial Services
Tennessee
$216K – – –
AT
864
Arden Trust
Delaware
$215K -$208K -2,299 -50%
WCF
865
West Coast Financial
California
$215K -$38.1K -420 -15%
MPWT
866
MassMutual Private Wealth & Trust
Connecticut
$215K +$208K +2,290 New
CPSC
867
Carl P. Sherr & Co
Massachusetts
$214K +$207K +2,280 New
OMC
868
Old Mission Capital
Illinois
$212K +$205K +2,265 New
DY
869
Dowling & Yahnke
California
$211K – – –
AAS
870
Annex Advisory Services
Wisconsin
$210K +$203K +2,239 New
SPIA
871
Strategic Point Investment Advisors
Rhode Island
$208K +$202K +2,225 New
EP
872
Eudaimonia Partners
Tennessee
$207K +$200K +2,205 New
CS
873
Cannell & Spears
New York
$207K +$200K +2,209 New
MIM
874
Miller Investment Management
Pennsylvania
$207K +$200K +2,210 New
DC
875
Davenport & Co
Virginia
$206K +$199K +2,199 New
33 34
35
36 37

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.