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Vanguard High Dividend Yield ETF

919 hedge funds and large institutions have $8.52B invested in Vanguard High Dividend Yield ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 326 increasing their positions, 381 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $26.2M

6% more capital invested

Capital invested by funds: $8.03B → $8.52B (+$483M)

5% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 82

1% less funds holding

Funds holding: 924919 (-5)

1.16% less ownership

Funds ownership: 34.49%33.34% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 10494 (-10)

14% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 381

Holders
919
Holders Change
-5
Holders Change %
-0.54%
% of All Funds
18.84%
Holding in Top 10
94
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.62%
% of All Funds
1.93%
New
86
Increased
326
Reduced
381
Closed
82
Calls
$36.8M
Puts
$26.2M
Net Calls
+$10.5M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
101
Berkeley Capital Partners
Georgia
$13.3M -$497K -6,387 -4%
WBG
102
Wharton Business Group
Pennsylvania
$13.3M +$3.31M +42,545 +34%
Mariner
103
Mariner
Kansas
$13.2M -$1.37M -17,640 -10%
SQA
104
Simon Quick Advisors
New Jersey
$13.1M -$5.77M -74,258 -31%
ODIJL
105
One Day In July LLC
Vermont
$13.1M -$613K -7,880 -5%
VFA
106
Voya Financial Advisors
Connecticut
$12.8M -$2.13M -27,370 -14%
NCM
107
Northside Capital Management
Oregon
$12.7M -$188K -2,415 -1%
BWM
108
Benchmark Wealth Management
Connecticut
$12.4M +$131K +1,682 +1%
FMBTD
109
First Midwest Bank Trust Division
Illinois
$11.9M -$1.53M -19,733 -12%
GJIC
110
Gamble Jones Investment Counsel
California
$10.9M -$151K -1,941 -1%
BOH
111
Bank of Hawaii
Hawaii
$10.8M -$441K -5,668 -4%
LW
112
Linscomb Wealth
Texas
$10.6M +$9.1M +117,115 +675%
ACP
113
Ashfield Capital Partners
California
$10.6M +$226K +2,904 +2%
EWMCB
114
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.5M -$28M -359,766 -73%
CCT
115
Country Club Trust
Missouri
$10.5M +$434K +5,579 +4%
Northern Trust
116
Northern Trust
Illinois
$10.4M -$564K -7,259 -5%
CI
117
CX Institutional
Indiana
$10.3M -$241K -3,098 -2%
APA
118
American Portfolios Advisors
New York
$10.2M -$786K -10,108 -7%
QWM
119
Quaker Wealth Management
New Jersey
$10.1M -$659K -8,480 -6%
BI
120
Ballast Inc
Kentucky
$9.91M +$1.92M +24,685 +24%
Bessemer Group
121
Bessemer Group
New Jersey
$9.76M -$4.57M -58,743 -32%
CL
122
CPWM LLC
Washington
$9.71M -$323K -4,155 -3%
SFO
123
Stokes Family Office
Louisiana
$9.66M -$76.1K -979 -0.8%
IA
124
IFG Advisory
Georgia
$9.42M +$372K +4,780 +4%
BSW
125
Buckingham Strategic Wealth
Missouri
$9.2M +$8.26M +106,269 +1,007%

VYM Hedge Fund Activity: Q2 2020 in Review

919 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2020, worth a combined $8.52B — up 6% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VYM positions and 82 closed out — a net gain of 4 holders — while 326 added to existing stakes and 381 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $56.8M. The largest seller was Bank of America, cutting an estimated $288M.

  • 919 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2020, down from 924 in Q1 2020.
  • Funds reported $8.52B of Vanguard High Dividend Yield ETF stock for Q2 2020, up 6% quarter-over-quarter.
  • 86 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2020 and 82 closed out, a net change of +4 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $56.8M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2020 was Bank of America, an estimated $288M sold.

Based on aggregated 13F filings for Q2 2020.