We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF

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: 88109 (+21)

18% more funds holding

Funds holding: 8591,010 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
901
Hudock Inc
Pennsylvania
$157K +$635 +7 +0.4%
FCA
902
FinTrust Capital Advisors
South Carolina
$144K -$29.7K -327 -18%
CFFP
903
Center for Financial Planning
Michigan
$135K +$131K +1,442 New
RTC
904
Riverview Trust Company
Washington
$122K +$119K +1,307 New
AIM
905
Anchor Investment Management
South Carolina
$121K -$1.36K -15 -1%
HDIM
906
Hanson & Doremus Investment Management
Vermont
$112K +$21.5K +237 +25%
RFWA
907
RPg Family Wealth Advisory
Massachusetts
$110K
CA
908
Crewe Advisors
Utah
$110K
BCA
909
Bray Capital Advisors
Florida
$108K +$363 +4 +0.3%
SWM
910
Sugarloaf Wealth Management
Georgia
$108K +$105K +1,157 New
GWMIA
911
Global Wealth Management Investment Advisory
Florida
$106K -$3.99K -44 -4%
EWM
912
Edge Wealth Management
New York
$105K +$57.1K +630 +129%
Toronto Dominion Bank
913
Toronto Dominion Bank
Ontario, Canada
$103K
CWM
914
Cranbrook Wealth Management
Michigan
$102K
BFC
915
Bedel Financial Consulting
Indiana
$101K +$272 +3 +0.3%
THWM
916
Taylor Hoffman Wealth Management
Virginia
$98K
EIP
917
Ellis Investment Partners
Pennsylvania
$94K -$9.52K -105 -9%
CIA
918
Cascade Investment Advisors
Oregon
$93.7K
PA
919
PSI Advisors
Florida
$83K +$80.5K +888 New
VCS
920
Vaughan & Co Securities
New Jersey
$81.9K +$79.3K +874 New
AIS
921
Accurate Investment Solutions
Pennsylvania
$81K +$635 +7 +0.8%
WAS
922
Winch Advisory Services
Wisconsin
$78K +$42K +463 +125%
PB
923
Pinnacle Bancorp
Nebraska
$77K -$2.54K -28 -3%
BlackRock
924
BlackRock
New York
$76K -$11K -121 -13%
PA
925
Procyon Advisors
Connecticut
$75K +$72.5K +800 New

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.