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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
WLIM
76
White Lighthouse Investment Management
Massachusetts
$17.6M +$1.36M +17,479 +8%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$17.3M -$7.64M -98,217 -31%
SWP
78
Stratos Wealth Partners
Ohio
$17.3M +$5.41M +69,582 +47%
SPIA
79
Steward Partners Investment Advisory
New York
$16.8M +$5.83M +75,009 +54%
FHA
80
First Horizon Advisors
Tennessee
$16.8M +$85.1K +1,094 +0.5%
FWM
81
Focused Wealth Management
New York
$16.4M +$575K +7,399 +4%
TC
82
TownSquare Capital
Utah
$16M +$1.85M +23,806 +13%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$16M +$1.35M +17,382 +9%
SW
84
SlateStone Wealth
Florida
$15.9M +$5.89M +75,739 +60%
IWA
85
Inspirion Wealth Advisors
Illinois
$15.8M +$252K +3,236 +2%
RCIM
86
Red Cedar Investment Management
Michigan
$15M -$3.43M -44,060 -19%
TCM
87
Twele Capital Management
Minnesota
$14.9M +$70.6K +908 +0.5%
AMCA
88
Arthur M. Cohen & Associates
Illinois
$14.9M -$14.1M -181,404 -91%
GLLW
89
Graves Light Lenhart Wealth
Virginia
$14.8M +$64.3K +827 +0.4%
MWPCG
90
Measured Wealth Private Client Group
New Hampshire
$14.8M +$1.87M +24,055 +15%
WT
91
Washington Trust
Rhode Island
$14.2M -$251K -3,226 -2%
MA
92
MUFG Americas
New York
$14.2M +$3.75M +48,192 +37%
Citigroup
93
Citigroup
New York
$13.8M +$959K +12,341 +8%
ECM
94
Evergreen Capital Management
Washington
$13.7M -$5.05M -64,921 -27%
RJT
95
Raymond James Trust
Florida
$13.6M +$1.22M +15,753 +10%
HCP
96
Holt Capital Partners
Texas
$13.6M +$143K +1,840 +1%
MWM
97
Mission Wealth Management
California
$13.6M +$799K +10,279 +6%
KTC
98
Kistler-Tiffany Companies
Pennsylvania
$13.5M +$149K +1,921 +1%
FHB
99
First Hawaiian Bank
Hawaii
$13.5M +$1.82M +23,408 +16%
JFGIW
100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.3M +$12M +153,879 +990%

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.