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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
1NWS
951
1 North Wealth Services
Maryland
$47K +$45.3K +500 New
LGWM
952
Litman Gregory Wealth Management
California
$47K +$45.3K +500 New
WPA
953
West Paces Advisors
Georgia
$46.9K
SCA
954
Stonebridge Capital Advisors
Minnesota
$46K -$15.7K -173 -26%
WCM
955
Wealthcare Capital Management
Virginia
$46K
TRCT
956
Tower Research Capital (TRC)
New York
$46K +$44.2K +487 New
TCWM
957
Total Clarity Wealth Management
Illinois
$45K +$43.2K +476 New
PCA
958
Peddock Capital Advisors
Massachusetts
$44K +$42.8K +472 New
LWM
959
Lionsbridge Wealth Management
Florida
$43K +$42.3K +466 New
CA
960
CXI Advisors
Indiana
$37K +$35.4K +390 New
EI
961
Ellevest Inc
New York
$37K +$36.2K +399 New
PAI
962
Pittenger & Anderson Inc
Nebraska
$36K +$12.7K +140 +57%
JFA
963
JNBA Financial Advisors
Minnesota
$36K +$34.3K +378 +6,300%
TF
964
Tompkins Financial
New York
$33K
ZB
965
Zions Bancorporation
Utah
$32K
ONST
966
Old North State Trust
North Carolina
$29K
MMG
967
Monetary Management Group
Missouri
$28K
MWP
968
Meridian Wealth Partners
Pennsylvania
$28K +$27K +298 New
SIS
969
Sound Income Strategies
Florida
$27K +$9.07K +100 +53%
SL
970
Savior LLC
Massachusetts
$27K +$25.8K +285 New
HIA
971
Harbor Investment Advisory
Maryland
$27K +$25.9K +286 New
FRA
972
Front Row Advisors
California
$26K
LWS
973
Lucia Wealth Services
California
$25K -$7.43K -82 -23%
DAM
974
Delta Asset Management
Tennessee
$25K
OIA
975
Optimum Investment Advisors
Illinois
$23K -$14.1K -155 -38%

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.