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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
JCM
876
Jacobi Capital Management
Pennsylvania
$31K +$1.63K +21 +6%
PAI
877
Pittenger & Anderson Inc
Nebraska
$30K
BCM
878
Blume Capital Management
California
$27K
EP
879
Eudaimonia Partners
Tennessee
$27K
ZB
880
Zions Bancorporation
Utah
$27K
CHC
881
City Holding Co
West Virginia
$27K +$26.4K +339 New
WIM
882
Westside Investment Management
California
$25.9K -$276K -3,550 -11%
SIAP
883
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K -$15.2K -196 -37%
ST
884
Sageworth Trust
Pennsylvania
$25K +$24.9K +320 New
BA
885
Ballast Advisors
Minnesota
$25K +$25K +322 New
LWA
886
Lenox Wealth Advisors
New York
$24K +$23.3K +300 New
FRA
887
Front Row Advisors
California
$22K
DAM
888
Delta Asset Management
Tennessee
$21K
MWP
889
Meridian Wealth Partners
Pennsylvania
$20K -$6.45K -83 -25%
OIA
890
Optimum Investment Advisors
Illinois
$20K
POIA
891
Pin Oak Investment Advisors
Texas
$20K
Barclays
892
Barclays
United Kingdom
$19K
MDCM
893
Morgan Dempsey Capital Management
Wisconsin
$19K
RMC
894
Resources Management Corp
Connecticut
$19K
BFIM
895
Beese Fulmer Investment Management
Ohio
$18K +$17.3K +223 New
SSB
896
Sandy Spring Bank
Maryland
$17K -$37.1K -477 -68%
FA
897
Fortis Advisors
Pennsylvania
$16K
SNT
898
Security National Trust
West Virginia
$16K
BC
899
Barnett & Company
Tennessee
$15K
SIS
900
Sound Income Strategies
Florida
$14K -$8.94K -115 -40%

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.