Vanguard High Dividend Yield ETF
VYM
859 hedge funds and large institutions have $7.93B invested in Vanguard High Dividend Yield ETF in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 386 increasing their positions, 233 reducing their positions, and 42 closing their positions.
210% more call options, than puts
Call options by funds: $18.6M | Put options by funds: $6.02M
66% more repeat investments, than reductions
Existing positions increased: 386 | Existing positions reduced: 233
55% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 42
9% more capital invested
Capital invested by funds: $7.24B → $7.93B (+$685M)
7% more funds holding in top 10
Funds holding in top 10: 82 → 88 (+6)
2% more funds holding
Funds holding: 845 → 859 (+14)
0.69% more ownership
Funds ownership: 29.55% → 30.24% (+0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$318M |
| 2 |
Morgan Stanley
New York
|
+$36.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$26.7M |
| 4 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$24.6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$34.6M |
| 2 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
-$32.4M |
| 3 |
FSA
Financial Sense Advisors
San Diego,
California
|
-$21M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$19.8M |
| 5 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWA
901
Dougherty Wealth Advisers
Wayzata,
Minnesota
| – | -$5K | -56 | Closed |
|
|
MF
902
Manchester Financial
Westlake Village,
California
| – | -$3K | -30 | Closed |
|
903
Parallax Volatility Advisers
San Francisco,
California
| – | -$1K | -6 | Closed |
|
VYM Hedge Fund Activity: Q3 2019 in Review
859 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2019, worth a combined $7.93B — up 9.5% from $7.24B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new VYM positions and 42 closed out — a net gain of 23 holders — while 386 added to existing stakes and 233 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $318M. The largest seller was Bank of Montreal, cutting an estimated $34.6M.
- 859 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2019, up from 845 in Q2 2019.
- Funds reported $7.93B of Vanguard High Dividend Yield ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
- 65 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2019 and 42 closed out, a net change of +23 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q3 2019 was United Services Automobile Association, an estimated $318M added.
- The largest Vanguard High Dividend Yield ETF seller in Q3 2019 was Bank of Montreal, an estimated $34.6M sold.
Based on aggregated 13F filings for Q3 2019.