We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF

859 hedge funds and large institutions have $7.93B invested in Vanguard High Dividend Yield ETF in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 386 increasing their positions, 233 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $6.02M

66% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 233

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

9% more capital invested

Capital invested by funds: $7.24B → $7.93B (+$685M)

7% more funds holding in top 10

Funds holding in top 10: 8288 (+6)

2% more funds holding

Funds holding: 845859 (+14)

0.69% more ownership

Funds ownership: 29.55%30.24% (+0.69%)

Holders
859
Holders Change
+14
Holders Change %
+1.66%
% of All Funds
18.84%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.93%
New
65
Increased
386
Reduced
233
Closed
42
Calls
$18.6M
Puts
$6.02M
Net Calls
+$12.6M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
101
Estate Counselors
Wisconsin
$12.5M +$512K +5,850 +4%
PFPT
102
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.5M -$31K -354 -0.3%
ODIJL
103
One Day In July LLC
Vermont
$12.2M +$813K +9,294 +7%
BFG
104
Beacon Financial Group
Texas
$12.1M -$34K -389 -0.3%
IAA
105
Ironsides Asset Advisors
North Carolina
$12M
Citigroup
106
Citigroup
New York
$11.9M +$2.08M +23,741 +21%
ACP
107
Ashfield Capital Partners
California
$11.8M +$11.6M +132,721 New
SWP
108
Stratos Wealth Partners
Ohio
$11.8M -$403K -4,606 -3%
BPWA
109
Beacon Pointe Wealth Advisors
California
$11.6M +$666K +7,613 +6%
GJIC
110
Gamble Jones Investment Counsel
California
$11.6M +$58.6K +670 +0.5%
JFA
111
Johanson Financial Advisors
California
$11.5M +$561K +6,414 +5%
JWA
112
JFS Wealth Advisors
Pennsylvania
$11.5M +$11.8K +135 +0.1%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$11.4M +$1.05M +12,009 +10%
PWMAG
114
Pinnacle Wealth Management Advisory Group
New Jersey
$11.3M -$76.1K -869 -0.7%
AAS
115
Avantax Advisory Services
Texas
$11.2M +$524K +5,985 +5%
SW
116
SlateStone Wealth
Florida
$11.2M +$156K +1,786 +1%
CI
117
CX Institutional
Indiana
$11.1M -$487K -5,567 -4%
WT
118
Whittier Trust
California
$10.7M -$484K -5,530 -4%
AIA
119
Armor Investment Advisors
North Carolina
$10.6M -$42.8K -489 -0.4%
RFM
120
Royal Fund Management
Florida
$10.5M +$890K +10,174 +9%
BOH
121
Bank of Hawaii
Hawaii
$10.4M -$154K -1,763 -1%
SFSG
122
Stearns Financial Services Group
North Carolina
$10.1M -$256K -2,924 -3%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$10.1M -$1.14M -13,074 -10%
ASN
124
Advisory Services Network
Georgia
$10.1M
HW
125
Hancock Whitney
Mississippi
$9.98M -$935K -10,680 -9%

VYM Hedge Fund Activity: Q3 2019 in Review

859 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2019, worth a combined $7.93B — up 9.5% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VYM positions and 42 closed out — a net gain of 23 holders — while 386 added to existing stakes and 233 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $318M. The largest seller was Bank of Montreal, cutting an estimated $34.6M.

  • 859 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2019, up from 845 in Q2 2019.
  • Funds reported $7.93B of Vanguard High Dividend Yield ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 65 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2019 and 42 closed out, a net change of +23 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2019 was United Services Automobile Association, an estimated $318M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2019 was Bank of Montreal, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2019.