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Vanguard High Dividend Yield ETF

788 hedge funds and large institutions have $7.28B invested in Vanguard High Dividend Yield ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 309 increasing their positions, 220 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

742% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $1.57M

91% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 66

40% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 220

22% more capital invested

Capital invested by funds: $5.99B → $7.28B (+$1.3B)

18% more funds holding in top 10

Funds holding in top 10: 7184 (+13)

7% more funds holding

Funds holding: 736788 (+52)

6.69% more ownership

Funds ownership: 27.55%34.23% (+6.7%)

Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
17.56%
Holding in Top 10
84
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.31%
% of All Funds
1.87%
New
126
Increased
309
Reduced
220
Closed
66
Calls
$13.2M
Puts
$1.57M
Net Calls
+$11.6M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$7.88M +$8.43M +101,028 New
Citigroup
127
Citigroup
New York
$7.85M +$1.64M +19,612 +24%
KFP
128
Keystone Financial Planning
Ohio
$7.73M +$123K +1,479 +2%
NIA
129
Northstar Investment Advisors
Colorado
$7.67M +$123K +1,476 +2%
Vanguard Group
130
Vanguard Group
Pennsylvania
$7.49M -$97.4M -1,167,321 -92%
BI
131
Ballast Inc
Kentucky
$7.49M +$323K +3,869 +4%
RJT
132
Raymond James Trust
Florida
$7.4M -$88.7K -1,063 -1%
IA
133
IFG Advisory
Georgia
$7.29M +$117K +1,401 +2%
Citadel Advisors
134
Citadel Advisors
Florida
$7.19M +$5.7M +68,336 +287%
IA
135
IFP Advisors
Florida
$7.18M -$355K -4,252 -4%
AWM
136
Avior Wealth Management
Nebraska
$7.09M +$17.9K +215 +0.2%
RCG
137
Ruggie Capital Group
Florida
$6.96M -$745K -8,926 -9%
SCG
138
Sonata Capital Group
Washington
$6.93M +$158K +1,900 +2%
LNC
139
Lincoln National Corp
Pennsylvania
$6.86M +$240K +2,877 +3%
UBS AM
140
UBS AM
Illinois
$6.7M -$1.4M -16,743 -16%
FCI
141
Financial Counselors Inc
Kansas
$6.61M +$6.06M +72,634 +597%
PSG
142
Planning Solutions Group
Maryland
$6.55M +$7M +83,976 New
AC
143
Abbrea Capital
California
$6.52M +$3.39M +40,700 +95%
LNB
144
Ledyard National Bank
$6.52M +$446K +5,342 +7%
Brown Advisory
145
Brown Advisory
Maryland
$6.47M -$1.2M -14,435 -15%
FNT
146
First National Trust
Pennsylvania
$6.45M -$278K -3,337 -4%
MWC
147
MBM Wealth Consultants
Missouri
$6.37M +$6.82M +81,717 New
ODIJL
148
One Day In July LLC
Vermont
$6.22M +$6.65M +79,766 New
I
149
IberiaBank
Louisiana
$6.2M -$111K -1,331 -2%
SQA
150
Simon Quick Advisors
New Jersey
$6.17M -$7.34M -87,984 -53%

VYM Hedge Fund Activity: Q4 2018 in Review

788 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2018, worth a combined $7.28B — up 22% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VYM positions and 66 closed out — a net gain of 60 holders — while 309 added to existing stakes and 220 trimmed.

The largest buyer was Bank of America, adding an estimated $1.54B. The largest seller was Cornerstone Wealth Management, cutting an estimated $134M.

  • 788 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2018, up from 736 in Q3 2018.
  • Funds reported $7.28B of Vanguard High Dividend Yield ETF stock for Q4 2018, up 22% quarter-over-quarter.
  • 126 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2018 and 66 closed out, a net change of +60 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2018 was Bank of America, an estimated $1.54B added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2018.