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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
CL
901
Cabana LLC
Arkansas
$14K +$13.6K +175 New
JPLA
902
Joseph P. Lucia & Associates
New York
$13K
QCMC
903
Quantum Capital Management (California)
California
$12K
DOA
904
D'Orazio & Associates
Virginia
$10K
GFPC
905
Global Financial Private Capital
Florida
$9K
JWM
906
Janiczek Wealth Management
Colorado
$9K
SWA
907
Sutton Wealth Advisors
Florida
$8.27K
IWP
908
IAG Wealth Partners
Wisconsin
$8K
BWL
909
Bogart Wealth LLC
Virginia
$7K
APWA
910
Atlas Private Wealth Advisors
New Jersey
$7K +$7.31K +94 New
MWA
911
MFA Wealth Advisors
Pennsylvania
$6.78K +$6.69K +86 New
GWS
912
Glassman Wealth Services
Virginia
$5K -$59.9K -771 -93%
FPFS
913
First Personal Financial Services
North Carolina
$5K +$5.05K +65 New
BWA
914
BDO Wealth Advisors
Florida
$3K -$222K -2,850 -99%
MIM
915
Macroview Investment Management
Maryland
$3K +$78 +1 +2%
FFW
916
Fusion Family Wealth
New York
$2K -$4.82K -62 -67%
BWM
917
BerganKDV Wealth Management
Minnesota
$1K +$311 +4 +133%
HFA
918
HC Financial Advisors
California
$1K +$311 +4 +133%
FI
919
Financial Insights
Washington
$821 -$886K -11,399 -96%
TI
920
tru Independence
Oregon
$635 -$42K -540 -6%
Manulife (Manufacturers Life Insurance)
921
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$50.6M -715,498 Closed
DLIC
922
Daido Life Insurance Company
Japan
-$21.6M -305,866 Closed
AI
923
Atom Investors
Texas
-$13.7M -194,039 Closed
JWM
924
Jackson Wealth Management
Florida
-$12.4M -160,955 Closed
PP
925
PagnatoKarp Partners
Virginia
-$5.15M -72,774 Closed

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.