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Vanguard High Dividend Yield ETF
VYM

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: 88 → 109 (+21)

18% more funds holding

Funds holding: 859 → 1,010 (+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

Top Buyers

Rank Fund Capital Flow
1
JFA
Johanson Financial Advisors
California
+$1.12B
2
RJA
Raymond James & Associates
Florida
+$672M
3
Bank of America
Bank of America
North Carolina
+$578M
4
Truist Financial
Truist Financial
North Carolina
+$166M
5
USAA
United Services Automobile Association
Texas
+$137M

Top Sellers

Rank Fund Capital Flow
1
DLIC
Daido Life Insurance Company
Japan
-$26.3M
2
NP
NorthRock Partners
Minnesota
-$25M
3
AIC
Ameritas Investment Company
Nebraska
-$22.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.6M
5
NAM
Nissay Asset Management
Japan
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1001
Centerpoint Advisors
Massachusetts
$9K – – –
FFW
1002
Fusion Family Wealth
New York
$9K – – –
BWL
1003
Bogart Wealth LLC
Virginia
$8K – – –
ANBT
1004
American National Bank & Trust
Texas
$6K +$5.89K +65 New
LS
1005
Leelyn Smith
Illinois
$4.13K +$4M +44,122 New
BWA
1006
BDO Wealth Advisors
Florida
$4K – – –
MIM
1007
Macroview Investment Management
Maryland
$4K – – –
CDIA
1008
Capital Directions Investment Advisors
Georgia
$3K – – –
VRM
1009
Vectors Research Management
New York
$3K – – –
TCM
1010
Tradewinds Capital Management
Washington
$2K – – –
FPS
1011
Fieldpoint Private Securities
Connecticut
$1K – – –
PGAM
1012
Princeton Global Asset Management
New Jersey
$439 +$50.9K +561 +14%
UBS AM
1013
UBS AM
Illinois
– -$7.33M -82,600 Closed
SBA
1014
Secrest Blakey & Associates
North Carolina
– -$3.33M -37,552 Closed
RCG
1015
Ruggie Capital Group
Florida
– -$2.44M -27,452 Closed
MPW
1016
MA Private Wealth
California
– -$2.07M -23,329 Closed
RCM
1017
RNC Capital Management
California
– -$1.59M -17,968 Closed
FFS
1018
Founders Financial Securities
Maryland
– -$1.32M -14,881 Closed
BFPW
1019
BOK Financial Private Wealth
Colorado
– -$881K -9,932 Closed
CWP
1020
Capital Wealth Planning
Florida
– -$773K -8,696 Closed
SWM
1021
Sequoia Wealth Management
Illinois
– -$730K -8,208 Closed
SHIM
1022
Stone House Investment Management
Pennsylvania
– -$471K -5,310 Closed
STA
1023
Summit Trail Advisors
New York
– -$440K -4,954 Closed
Renaissance Technologies
1024
Renaissance Technologies
New York
– -$399K -4,500 Closed
CCM
1025
Crossvault Capital Management
Texas
– -$297K -3,347 Closed
38 39 40
41
42

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.