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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
Two Sigma Advisers
126
Two Sigma Advisers
New York
$11.8M +$7.44M +82,100 +185%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$11.8M -$137K -1,513 -1%
SW
128
SlateStone Wealth
Florida
$11.7M -$56.4K -622 -0.5%
RFM
129
Royal Fund Management
Florida
$11.7M +$578K +6,370 +5%
SFO
130
Stokes Family Office
Louisiana
$11.5M +$11.2M +122,971 New
ASN
131
Advisory Services Network
Georgia
$11.4M +$554K +6,106 +5%
JWA
132
JFS Wealth Advisors
Pennsylvania
$11.4M -$749K -8,259 -6%
BOH
133
Bank of Hawaii
Hawaii
$11.3M +$315K +3,478 +3%
CI
134
CX Institutional
Indiana
$11.2M -$530K -5,850 -5%
CCT
135
Country Club Trust
Missouri
$10.9M +$377K +4,156 +4%
SFG
136
Sunburst Financial Group
Alabama
$10.8M +$10.5M +115,643 New
HW
137
Hancock Whitney
Mississippi
$10.8M +$248K +2,730 +2%
SFSG
138
Stearns Financial Services Group
North Carolina
$10.7M +$63.8K +704 +0.6%
FCI
139
Financial Counselors Inc
Kansas
$10.6M +$8.64M +95,337 +540%
WT
140
Whittier Trust
California
$10.4M -$812K -8,957 -7%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$10.4M -$221K -2,442 -2%
AIA
142
Armor Investment Advisors
North Carolina
$10.4M -$744K -8,203 -7%
IA
143
IFG Advisory
Georgia
$10.4M +$163K +1,793 +2%
LNB
144
Ledyard National Bank
$10.3M +$22.4K +247 +0.2%
EWM
145
EPG Wealth Management
Georgia
$10.2M +$9.87M +108,824 New
EWMCB
146
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.2M -$209K -2,304 -2%
RBC
147
Roble Belko & Company
Pennsylvania
$10.1M -$170K -1,877 -2%
PA
148
PFG Advisors
Arizona
$9.97M +$312K +3,436 +3%
KFP
149
Keystone Financial Planning
Ohio
$9.8M +$129K +1,422 +1%
DILIC
150
Dai-ichi Life Insurance Company
Japan
$9.78M +$3.23M +35,668 +52%

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.