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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
MSFP
851
Mark Sheptoff Financial Planning
Connecticut
$75K
HFS
852
Hantz Financial Services
Michigan
$70K +$68.9K +886 New
CB
853
CNB Bank
Pennsylvania
$67K +$50.3K +647 +324%
CIA
854
Cascade Investment Advisors
Oregon
$67K
PB
855
Pinnacle Bancorp
Nebraska
$65K
SIM
856
Sonora Investment Management
Arizona
$63K +$54.7K +703 +773%
WEC
857
Winslow Evans & Crocker
Massachusetts
$60K +$13.1K +169 +29%
QCG
858
Quadrant Capital Group
Ohio
$59K -$14.5K -186 -20%
BlackRock
859
BlackRock
New York
$57K +$10.2K +131 +22%
TF
860
TimeScale Financial
Massachusetts
$55K +$622 +8 +1%
HCM
861
Horrell Capital Management
Arkansas
$54K +$1.55K +20 +3%
LFASL
862
Lugano Financial Advisors SA (LFA)
Switzerland
$53K
EWM
863
Edge Wealth Management
New York
$50K -$238K -3,055 -83%
FEG
864
Financial Enhancement Group
Indiana
$50K -$190K -2,443 -79%
CFG
865
Citizens Financial Group
Rhode Island
$47K -$218K -2,806 -82%
EWM
866
Elmwood Wealth Management
California
$45K +$44.3K +570 New
Toronto Dominion Bank
867
Toronto Dominion Bank
Ontario, Canada
$43K
GI
868
Gradient Investments
Minnesota
$43K +$38.8K +499 +1,217%
SCA
869
Stonebridge Capital Advisors
Minnesota
$42K +$3.96K +51 +10%
HFM
870
Hartford Financial Management
Connecticut
$41K
CFN
871
Cordasco Financial Network
Florida
$41K +$10.4K +134 +35%
LWS
872
Lucia Wealth Services
California
$41K +$27.6K +355 +209%
ME
873
McIlrath & Eck
Washington
$40K +$311 +4 +0.8%
ANBT
874
American National Bank & Trust
Texas
$39K -$5.05K -65 -12%
LAS
875
Lloyd Advisory Services
Georgia
$39K -$1.87K -24 -5%

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.