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Vanguard High Dividend Yield ETF

845 hedge funds and large institutions have $7.24B invested in Vanguard High Dividend Yield ETF in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 236 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $4.57M

65% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 43

64% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 236

9% more capital invested

Capital invested by funds: $6.62B → $7.24B (+$624M)

2% more funds holding

Funds holding: 827845 (+18)

0.86% more ownership

Funds ownership: 28.69%29.55% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 8282 (0)

Holders
845
Holders Change
+18
Holders Change %
+2.18%
% of All Funds
18.35%
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.78%
New
71
Increased
387
Reduced
236
Closed
43
Calls
$12.5M
Puts
$4.57M
Net Calls
+$7.98M
Net Calls Change
-$916K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$12M -$1.68M -19,474 -12%
MSA
102
Marino Stram & Associates
Massachusetts
$11.8M +$2.29M +26,456 +24%
EC
103
Estate Counselors
Wisconsin
$11.8M
IAA
104
Ironsides Asset Advisors
North Carolina
$11.8M -$2.59M -29,900 -18%
ACP
105
Ashfield Capital Partners
California
$11.6M -$11.5M -132,977 Closed
CI
106
CX Institutional
Indiana
$11.4M +$3.58M +41,455 +46%
GJIC
107
Gamble Jones Investment Counsel
California
$11.4M +$420K +4,863 +4%
JWA
108
JFS Wealth Advisors
Pennsylvania
$11.3M +$25.7K +297 +0.2%
PWMAG
109
Pinnacle Wealth Management Advisory Group
New Jersey
$11.2M +$1.02M +11,850 +10%
ODIJL
110
One Day In July LLC
Vermont
$11.2M +$2.9M +33,528 +35%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$11.1M +$299K +3,453 +3%
WT
112
Whittier Trust
California
$11M -$358K -4,146 -3%
SW
113
SlateStone Wealth
Florida
$10.8M +$564K +6,524 +6%
JFA
114
Johanson Financial Advisors
California
$10.8M +$439K +5,079 +4%
BPWA
115
Beacon Pointe Wealth Advisors
California
$10.8M +$736K +8,517 +7%
HW
116
Hancock Whitney
Mississippi
$10.8M +$364K +4,212 +4%
TC
117
TownSquare Capital
Utah
$10.7M -$969K -11,203 -8%
AW
118
ACG Wealth
Georgia
$10.7M +$2.95M +34,063 +39%
AAS
119
Avantax Advisory Services
Texas
$10.5M +$1.42M +16,453 +16%
AIA
120
Armor Investment Advisors
North Carolina
$10.5M +$19.1K +221 +0.2%
BOH
121
Bank of Hawaii
Hawaii
$10.4M +$4.21M +48,641 +69%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$6.84M +79,151 +210%
SFSG
123
Stearns Financial Services Group
North Carolina
$10.2M -$359K -4,151 -3%
ASN
124
Advisory Services Network
Georgia
$10.1M +$157K +1,811 +2%
FMLI
125
Fukoku Mutual Life Insurance
Japan
$10M

VYM Hedge Fund Activity: Q2 2019 in Review

845 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2019, worth a combined $7.24B — up 9.4% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VYM positions and 43 closed out — a net gain of 28 holders — while 387 added to existing stakes and 236 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $56.7M.

  • 845 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2019, up from 827 in Q1 2019.
  • Funds reported $7.24B of Vanguard High Dividend Yield ETF stock for Q2 2019, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2019 and 43 closed out, a net change of +28 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2019 was United Services Automobile Association, an estimated $242M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2019 was Goldman Sachs, an estimated $56.7M sold.

Based on aggregated 13F filings for Q2 2019.