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Vanguard High Dividend Yield ETF
VYM

1,067 hedge funds and large institutions have $11B invested in Vanguard High Dividend Yield ETF in 2020 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 367 increasing their positions, 341 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 42

38% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $36.2M

23% more capital invested

Capital invested by funds: $8.97B → $11B (+$2.05B)

15% more funds holding

Funds holding: 929 → 1,067 (+138)

2% more funds holding in top 10

Funds holding in top 10: 96 → 98 (+2)

1.27% more ownership

Funds ownership: 33.94% → 35.21% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 341

Holders
1,067
Holders Change
+138
Holders Change %
+14.85%
% of All Funds
18.88%
Holding in Top 10
98
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.08%
% of All Funds
1.73%
New
197
Increased
367
Reduced
341
Closed
42
Calls
$50.1M
Puts
$36.2M
Net Calls
+$13.9M
Net Calls Change
-$4.74M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$256M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$142M
3
AF
Ally Financial
Michigan
+$115M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$61.8M
5
Morgan Stanley
Morgan Stanley
New York
+$56.5M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$34.2M
2
UBS Group
UBS Group
Switzerland
-$30.1M
3
Truist Financial
Truist Financial
North Carolina
-$21.9M
4
William Blair & Company
William Blair & Company
Illinois
-$14.2M
5
PFM
Parsec Financial Management
North Carolina
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$21.8M -$8.6K -99 -0%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$21.3M +$5.64M +64,900 +39%
CA
78
Cornerstone Advisory
Maryland
$21.3M +$98.6K +1,135 +0.5%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.2M +$20.2M +232,151 New
FHA
80
First Horizon Advisors
Tennessee
$20.8M +$215K +2,479 +1%
TC
81
TownSquare Capital
Utah
$20.7M +$533K +6,140 +3%
EH
82
Equitable Holdings
New York
$20M -$1.84M -21,156 -9%
SIC
83
Sigma Investment Counselors
Michigan
$19.2M +$6.07M +69,909 +50%
AAS
84
Avantax Advisory Services
Texas
$18.8M -$10.3M -118,323 -37%
FWM
85
Focused Wealth Management
New York
$18.6M -$86.7K -998 -0.5%
BWM
86
Benchmark Wealth Management
Connecticut
$18.1M +$2.04M +23,489 +13%
MWPCG
87
Measured Wealth Private Client Group
New Hampshire
$18M +$110K +1,268 +0.6%
GLLW
88
Graves Light Lenhart Wealth
Virginia
$17.1M +$26.9K +310 +0.2%
MA
89
MUFG Americas
New York
$17M +$357K +4,108 +2%
FPIS
90
Financial Planning & Information Services
Wisconsin
$16.4M +$3.15M +36,221 +25%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$16.3M +$3.3M +37,979 +27%
FHB
92
First Hawaiian Bank
Hawaii
$16.2M +$278K +3,203 +2%
WT
93
Washington Trust
Rhode Island
$16.2M -$85.3K -982 -0.6%
HCP
94
Holt Capital Partners
Texas
$16M +$184K +2,115 +1%
WBG
95
Wharton Business Group
Pennsylvania
$15.9M -$185K -2,135 -1%
ODIJL
96
One Day In July LLC
Vermont
$15.9M +$265K +3,049 +2%
BCP
97
Berkeley Capital Partners
Georgia
$15.8M -$139K -1,597 -0.9%
OCG
98
Opus Capital Group
Ohio
$15.8M -$1.27M -14,563 -8%
RRA
99
Round Rock Advisors
Connecticut
$15.4M +$14.6M +168,338 New
BI
100
Ballast Inc
Kentucky
$15.2M +$2.56M +29,441 +22%
2 3
4
5 6

VYM Hedge Fund Activity: Q4 2020 in Review

1,067 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2020, worth a combined $11B — up 23% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new VYM positions and 42 closed out — a net gain of 155 holders — while 367 added to existing stakes and 341 trimmed.

The largest buyer was Bank of America, adding an estimated $256M. The largest seller was HighTower Advisors, exiting entirely with an estimated $34.2M sold.

  • 1,067 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2020, up from 929 in Q3 2020.
  • Funds reported $11B of Vanguard High Dividend Yield ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 197 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2020 and 42 closed out, a net change of +155 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2020 was Bank of America, an estimated $256M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2020 was HighTower Advisors, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2020.