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Vanguard High Dividend Yield ETF
VYM

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: 88 → 109 (+21)

18% more funds holding

Funds holding: 859 → 1,010 (+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

Top Buyers

Rank Fund Capital Flow
1
JFA
Johanson Financial Advisors
California
+$1.12B
2
RJA
Raymond James & Associates
Florida
+$672M
3
Bank of America
Bank of America
North Carolina
+$578M
4
Truist Financial
Truist Financial
North Carolina
+$166M
5
USAA
United Services Automobile Association
Texas
+$137M

Top Sellers

Rank Fund Capital Flow
1
DLIC
Daido Life Insurance Company
Japan
-$26.3M
2
NP
NorthRock Partners
Minnesota
-$25M
3
AIC
Ameritas Investment Company
Nebraska
-$22.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.6M
5
NAM
Nissay Asset Management
Japan
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
926
Lindbrook Capital
California
$72K +$69.7K +769 New
RWA
927
Ropes Wealth Advisors
Massachusetts
$71K -$43.9K -484 -39%
GWS
928
Glassman Wealth Services
Virginia
$69K – – –
ACM
929
Anfield Capital Management
California
$69K +$67.1K +740 New
QCG
930
Quadrant Capital Group
Ohio
$69K +$67.4K +743 New
DI
931
Disciplined Investments
Oklahoma
$67K +$64.8K +715 New
TWA
932
TCI Wealth Advisors
Arizona
$66K – – –
CFN
933
Cordasco Financial Network
Florida
$64K – – –
PO
934
Private Ocean
California
$64K +$544 +6 +0.9%
LFASL
935
Lugano Financial Advisors SA (LFA)
Switzerland
$63K +$60.8K +670 New
CI
936
Cordant Inc
Oregon
$63K +$61.4K +677 New
BAMG
937
Brand Asset Management Group
Missouri
$62K – – –
HCM
938
Horrell Capital Management
Arkansas
$62K – – –
BWM
939
Baystate Wealth Management
Massachusetts
$57K +$36.8K +406 +200%
SSB
940
Sandy Spring Bank
Maryland
$56K – – –
GI
941
Gradient Investments
Minnesota
$55K +$48.2K +532 +917%
WEC
942
Winslow Evans & Crocker
Massachusetts
$54K – – –
ACM
943
Allred Capital Management
Texas
$53.3K +$51.6K +569 New
JCM
944
Jacobi Capital Management
Pennsylvania
$52K +$91 +1 +0.2%
SIM
945
Sonora Investment Management
Arizona
$50K +$39.9K +440 +484%
HFM
946
Hartford Financial Management
Connecticut
$49K – – –
SIAP
947
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$49K – – –
OAM
948
Oppenheimer Asset Management
New York
$47K -$181 -2 -0.4%
ME
949
McIlrath & Eck
Washington
$47K +$181 +2 +0.4%
BRC
950
Bell Rock Capital
Delaware
$47K +$363 +4 +0.8%
36 37
38
39 40

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.