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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
CWM
951
Chronos Wealth Management
Florida
-$425K -6,000 Closed
BCM
952
Bayesian Capital Management
New York
-$423K -5,974 Closed
DSN
953
D. Scott Neal
Kentucky
-$398K -5,626 Closed
CAG
954
Csenge Advisory Group
Florida
-$397K -5,610 Closed
AL
955
Aspiriant LLC
California
-$392K -5,556 Closed
CT
956
Coastline Trust
Rhode Island
-$382K -5,400 Closed
SHIM
957
Stone House Investment Management
Pennsylvania
-$362K -5,112 Closed
DWM
958
Destination Wealth Management
California
-$354K -5,001 Closed
GPFA
959
Game Plan Financial Advisors
Ohio
-$354K -5,000 Closed
OL
960
Optas LLC
Texas
-$353K -4,981 Closed
SDWMA
961
Schneider Downs Wealth Management Advisors
Pennsylvania
-$347K -4,900 Closed
SHGA
962
Sand Hill Global Advisors
California
-$340K -4,802 Closed
FWIA
963
Fort Washington Investment Advisors
Ohio
-$329K -4,648 Closed
Neuberger Berman Group
964
Neuberger Berman Group
New York
-$323K -4,572 Closed
BDF
965
Balasa Dinverno & Foltz
-$318K -4,500 Closed
CA
966
Calton & Associates
Florida
-$299K -4,229 Closed
SWM
967
Segment Wealth Management
Texas
-$296K -4,186 Closed
CPSAC
968
Chas P. Smith & Associates (CPS)
Florida
-$273K -3,864 Closed
RGC
969
Roberts, Glore & Co
Illinois
-$271K -3,843 Closed
Fisher Asset Management
970
Fisher Asset Management
Washington
-$264K -3,731 Closed
RWP
971
RWA Wealth Partners
Massachusetts
-$255K -3,610 Closed
SWM
972
SeaCrest Wealth Management
New York
-$232K -3,283 Closed
CCM
973
Coldstream Capital Management
Washington
-$223K -3,155 Closed
CW
974
CreativeOne Wealth
Kansas
-$223K -3,145 Closed
RICHC
975
Renaissance Investment Consultants Holding Company
Pennsylvania
-$219K -3,099 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.