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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
SIC
76
Sigma Investment Counselors
Michigan
$21.2M +$135K +1,485 +0.7%
VFA
77
Voya Financial Advisors
Connecticut
$21.1M +$3.85M +42,448 +23%
FMLI
78
Fukoku Mutual Life Insurance
Japan
$21.1M
AMCA
79
Arthur M. Cohen & Associates
Illinois
$19.6M +$227K +2,505 +1%
AI
80
Atria Investments
North Carolina
$19M -$843K -9,301 -4%
FHA
81
First Horizon Advisors
Tennessee
$18.9M +$848K +9,347 +5%
WLIM
82
White Lighthouse Investment Management
Massachusetts
$18.3M +$1.68M +18,557 +11%
CL
83
CPWM LLC
Washington
$18.1M +$3.08K +34 +0%
BEAM
84
Baker Ellis Asset Management
Washington
$17.8M -$472K -5,202 -3%
TCM
85
Twele Capital Management
Minnesota
$17.6M +$415K +4,573 +2%
WT
86
Washington Trust
Rhode Island
$17.6M +$441K +4,865 +3%
Bessemer Group
87
Bessemer Group
New Jersey
$17.5M +$255K +2,808 +2%
GLLW
88
Graves Light Lenhart Wealth
Virginia
$17.4M -$10.2K -112 -0.1%
3F
89
360 Financial
Minnesota
$17.2M +$16.5M +182,506 New
FMBTD
90
First Midwest Bank Trust Division
Illinois
$17.1M +$2.67M +29,419 +19%
IWA
91
Inspirion Wealth Advisors
Illinois
$17M -$156K -1,722 -0.9%
BWM
92
Benchmark Wealth Management
Connecticut
$16.6M +$16.1M +177,605 New
HCP
93
Holt Capital Partners
Texas
$16.1M +$45.3K +500 +0.3%
FMT
94
First Mercantile Trust
Tennessee
$16M +$2.05M +22,572 +15%
KTC
95
Kistler-Tiffany Companies
Pennsylvania
$15.8M -$276K -3,041 -2%
MA
96
MCF Advisors
Kentucky
$15.7M +$780K +8,604 +5%
NCM
97
Northside Capital Management
Oregon
$15.7M -$40.8K -450 -0.3%
APA
98
American Portfolios Advisors
New York
$15.7M +$1.01M +11,182 +7%
BCP
99
Berkeley Capital Partners
Georgia
$15.6M +$345K +3,801 +2%
NAM
100
Nissay Asset Management
Japan
$15.6M -$13.6M -149,779 -47%

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.