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Vanguard High Dividend Yield ETF
VYM

924 hedge funds and large institutions have $8.03B invested in Vanguard High Dividend Yield ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 392 increasing their positions, 341 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $14.7M

15% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 341

4.37% less ownership

Funds ownership: 38.86% → 34.49% (-4.4%)

5% less funds holding in top 10

Funds holding in top 10: 109 → 104 (-5)

9% less funds holding

Funds holding: 1,010 → 924 (-86)

25% less capital invested

Capital invested by funds: $10.7B → $8.03B (-$2.71B)

48% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 152

Holders
924
Holders Change
-86
Holders Change %
-8.51%
% of All Funds
20.36%
Holding in Top 10
104
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.59%
% of All Funds
2.29%
New
79
Increased
392
Reduced
341
Closed
152
Calls
$28.1M
Puts
$14.7M
Net Calls
+$13.4M
Net Calls Change
+$4.42M

Top Buyers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
+$116M
2
WPW
Waldron Private Wealth
Pennsylvania
+$46.1M
3
AIC
Ameritas Investment Company
Nebraska
+$39.4M
4
CSIA
Charles Schwab Investment Advisory
California
+$36.8M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
+$33.1M

Top Sellers

Rank Fund Capital Flow
1
JFA
Johanson Financial Advisors
California
-$1.06B
2
Bank of America
Bank of America
North Carolina
-$260M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$100M
4
IAN
Integrated Advisors Network
Texas
-$36.7M
5
Jane Street
Jane Street
New York
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Adams Wealth Management
Utah
– -$1.2M -12,755 Closed
Millennium Management
952
Millennium Management
New York
– -$1.16M -12,418 Closed
HAS
953
HBW Advisory Services
California
– -$1.01M -10,798 Closed
RZH
954
Relyea Zuckerberg Hanson
Connecticut
– -$880K -9,393 Closed
Wealth Enhancement Advisory Services
955
Wealth Enhancement Advisory Services
Minnesota
– -$858K -9,151 Closed
CAW
956
Cornerstone Advisors (Washington)
Washington
– -$774K -8,261 Closed
IC
957
InterOcean Capital
Illinois
– -$768K -8,196 Closed
SWMG
958
Signature Wealth Management Group
Georgia
– -$752K -8,029 Closed
SS
959
Sunbelt Securities
Texas
– -$706K -7,534 Closed
HFA
960
Hoover Financial Advisors
Pennsylvania
– -$650K -6,932 Closed
CG
961
Cutler Group
California
– -$584K -6,799 Closed
Allianz Asset Management
962
Allianz Asset Management
Germany
– -$636K -6,789 Closed
AWM
963
Aberdeen Wealth Management
Illinois
– -$618K -6,594 Closed
WAG
964
Winthrop Advisory Group
Massachusetts
– -$555K -5,919 Closed
NSAM
965
North Star Asset Management
Wisconsin
– -$541K -5,775 Closed
CIBC World Market
966
CIBC World Market
Ontario, Canada
– -$521K -5,563 Closed
DBT
967
Dubuque Bank & Trust
Iowa
– -$514K -5,490 Closed
SAS
968
Sage Advisory Services
Texas
– -$502K -5,361 Closed
HSWM
969
Hubbell Strickland Wealth Management
Louisiana
– -$434K -4,631 Closed
BCM
970
Brookmont Capital Management
Texas
– -$434K -4,630 Closed
NR
971
Newfound Research
Massachusetts
– -$393K -4,579 -100%
SC
972
SouthState Corp
Florida
– -$413K -4,400 Closed
VCM
973
Vivaldi Capital Management
Illinois
– -$404K -4,312 Closed
AF
974
Apexium Financial
Texas
– -$404K -4,308 Closed
PJSIMP
975
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$388K -4,141 Closed
37 38
39
40 41

VYM Hedge Fund Activity: Q1 2020 in Review

924 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2020, worth a combined $8.03B — down 25% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of VYM and 79 opened new positions — a net loss of 73 holders — while 341 trimmed existing stakes and 392 added.

The largest buyer was United Services Automobile Association, adding an estimated $116M. The largest seller was Johanson Financial Advisors, cutting an estimated $1.06B.

  • 924 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2020, down from 1,010 in Q4 2019.
  • Funds reported $8.03B of Vanguard High Dividend Yield ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 79 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2020 and 152 closed out, a net change of -73 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2020 was United Services Automobile Association, an estimated $116M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.