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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
SI
101
Stephens Inc
Arkansas
$15.2M -$133K -1,464 -0.9%
ODIJL
102
One Day In July LLC
Vermont
$15.1M +$2.12M +23,409 +17%
MWPCG
103
Measured Wealth Private Client Group
New Hampshire
$14.8M +$646K +7,129 +5%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$14.8M +$2.64M +29,139 +23%
SFS
105
Searcy Financial Services
Kansas
$14.7M -$393K -4,333 -3%
PFPT
106
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.3M +$1.07M +11,812 +8%
Mariner
107
Mariner
Kansas
$14.2M -$232K -2,560 -2%
EWM
108
Executive Wealth Management
Michigan
$14.1M -$792K -8,733 -5%
Citigroup
109
Citigroup
New York
$14.1M +$1.48M +16,359 +12%
MSA
110
Marino Stram & Associates
Massachusetts
$14.1M +$660K +7,275 +5%
TC
111
TownSquare Capital
Utah
$14.1M +$729K +8,037 +6%
RJT
112
Raymond James Trust
Florida
$14M +$4.85M +53,474 +56%
FHB
113
First Hawaiian Bank
Hawaii
$14M -$28.9K -319 -0.2%
BPWA
114
Beacon Pointe Wealth Advisors
California
$13.6M +$1.25M +13,822 +11%
EC
115
Estate Counselors
Wisconsin
$13.4M +$145K +1,600 +1%
CAI
116
Capital Advisors Inc
Oklahoma
$13.3M -$2.14M -23,619 -14%
SPIA
117
Steward Partners Investment Advisory
New York
$13M +$7.49M +82,641 +146%
WA
118
Wealth Advisors
California
$12.9M +$12.4M +137,290 New
ACP
119
Ashfield Capital Partners
California
$12.7M +$253K +2,792 +2%
IAA
120
Ironsides Asset Advisors
North Carolina
$12.6M
TGAM
121
TBH Global Asset Management
Tennessee
$12.5M +$12.1M +133,048 New
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$12.3M +$2.81M +31,002 +31%
GJIC
123
Gamble Jones Investment Counsel
California
$12.3M +$91.2K +1,006 +0.8%
QWM
124
Quaker Wealth Management
New Jersey
$12M +$11.6M +127,671 New
SWP
125
Stratos Wealth Partners
Ohio
$11.9M -$539K -5,948 -4%

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.