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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
MDCM
976
Morgan Dempsey Capital Management
Wisconsin
$23K
POIA
977
Pin Oak Investment Advisors
Texas
$23K
RMC
978
Resources Management Corp
Connecticut
$22K
ST
979
Sageworth Trust
Pennsylvania
$19K -$47K -518 -72%
CB
980
CNB Bank
Pennsylvania
$19K -$27.2K -300 -60%
SNT
981
Security National Trust
West Virginia
$19K
JAWM
982
J. Arnold Wealth Management
Ohio
$19K +$18.3K +202 New
SMFS
983
Squar Milner Financial Services
California
$19K +$18.9K +208 New
BC
984
Barnett & Company
Tennessee
$18K
LWA
985
Lenox Wealth Advisors
New York
$18K +$17.1K +189 New
TI
986
tru Independence
Oregon
$17K +$21.8K +240 New
JPLA
987
Joseph P. Lucia & Associates
New York
$16K
QCMC
988
Quantum Capital Management (California)
California
$16K
RIA
989
Realta Investment Advisors
Delaware
$14K
RAM
990
Riggs Asset Management
Pennsylvania
$14K +$5.17K +57 +61%
WQ
991
Wealth Quarterback
New Jersey
$12.4K +$12K +132 New
DOA
992
D'Orazio & Associates
Virginia
$12K
CWA
993
Capital Wealth Alliance
Arizona
$12K +$11.6K +128 New
CHAM
994
Clear Harbor Asset Management
Connecticut
$12K +$11.6K +128 New
GFPC
995
Global Financial Private Capital
Florida
$11K
JWM
996
Janiczek Wealth Management
Colorado
$10K -$7.71K -85 -44%
IWP
997
IAG Wealth Partners
Wisconsin
$10K +$9.07K +100 New
CWA
998
Carolina Wealth Advisors
South Carolina
$10K +$10.1K +111 New
SWA
999
Sutton Wealth Advisors
Florida
$9.84K
WCA
1000
Windsor Creek Advisors
Vermont
$9.1K +$806K +8,891 +10%

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.