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Vanguard High Dividend Yield ETF

788 hedge funds and large institutions have $7.28B invested in Vanguard High Dividend Yield ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 309 increasing their positions, 220 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

742% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $1.57M

91% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 66

40% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 220

22% more capital invested

Capital invested by funds: $5.99B → $7.28B (+$1.3B)

18% more funds holding in top 10

Funds holding in top 10: 7184 (+13)

7% more funds holding

Funds holding: 736788 (+52)

6.69% more ownership

Funds ownership: 27.55%34.23% (+6.7%)

Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
17.56%
Holding in Top 10
84
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.31%
% of All Funds
1.87%
New
126
Increased
309
Reduced
220
Closed
66
Calls
$13.2M
Puts
$1.57M
Net Calls
+$11.6M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
76
HeadInvest LLC
Maine
$12.8M +$7.03M +84,302 +105%
WT
77
Washington Trust
Rhode Island
$12.6M -$352K -4,226 -3%
WCA
78
Windsor Creek Advisors
Vermont
$12.6M +$13.3M +158,858 New
SHCM
79
Stokes & Hubbell Capital Management
Louisiana
$12.5M +$126K +1,512 +1%
Two Sigma Investments
80
Two Sigma Investments
New York
$12.3M +$7.58M +90,900 +137%
BCP
81
Berkeley Capital Partners
Georgia
$12.1M +$3.46M +41,426 +36%
EWM
82
Executive Wealth Management
Michigan
$11.8M +$12.6M +151,561 New
WLIM
83
White Lighthouse Investment Management
Massachusetts
$11.7M +$1.16M +13,918 +10%
VFA
84
Voya Financial Advisors
Connecticut
$11.7M +$1.13M +13,499 +10%
MWPCG
85
Measured Wealth Private Client Group
New Hampshire
$11.5M +$453K +5,435 +4%
SWP
86
Stratos Wealth Partners
Ohio
$11.4M +$3.71M +44,423 +44%
HR
87
Howe & Rusling
New York
$11.2M +$11.5M +138,206 +2,298%
TC
88
TownSquare Capital
Utah
$11.2M +$11.1M +133,522 New
EC
89
Estate Counselors
Wisconsin
$10.5M +$7.69M +92,250 +216%
WT
90
Whittier Trust
California
$10.2M +$9.09K +109 +0.1%
BFG
91
Beacon Financial Group
Texas
$10.1M +$2.85M +34,146 +36%
ACP
92
Ashfield Capital Partners
California
$10M +$643K +7,704 +6%
FPIS
93
Financial Planning & Information Services
Wisconsin
$9.76M -$1.14M -13,676 -10%
FHB
94
First Hawaiian Bank
Hawaii
$9.62M +$698K +8,368 +7%
JWA
95
JFS Wealth Advisors
Pennsylvania
$9.58M +$244K +2,921 +2%
CI
96
CX Institutional
Indiana
$9.48M +$4.36M +52,300 +76%
SFSG
97
Stearns Financial Services Group
North Carolina
$9.44M +$162K +1,945 +2%
AIA
98
Armor Investment Advisors
North Carolina
$9.32M +$5.09K +61 +0.1%
CAI
99
Capital Advisors Inc
Oklahoma
$9.31M +$6.18M +74,052 +163%
SW
100
SlateStone Wealth
Florida
$9.3M +$9.95M +119,303 New

VYM Hedge Fund Activity: Q4 2018 in Review

788 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2018, worth a combined $7.28B — up 22% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VYM positions and 66 closed out — a net gain of 60 holders — while 309 added to existing stakes and 220 trimmed.

The largest buyer was Bank of America, adding an estimated $1.54B. The largest seller was Cornerstone Wealth Management, cutting an estimated $134M.

  • 788 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2018, up from 736 in Q3 2018.
  • Funds reported $7.28B of Vanguard High Dividend Yield ETF stock for Q4 2018, up 22% quarter-over-quarter.
  • 126 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2018 and 66 closed out, a net change of +60 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2018 was Bank of America, an estimated $1.54B added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2018.