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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
EWM
126
Executive Wealth Management
Michigan
$9.17M -$252K -3,239 -3%
BPA
127
Beacon Pointe Advisors
California
$9.17M -$2.18M -28,081 -19%
HL
128
HeadInvest LLC
Maine
$9.05M +$71.5K +920 +0.8%
PWMAG
129
Pinnacle Wealth Management Advisory Group
New Jersey
$8.81M +$576K +7,413 +7%
JFA
130
Johanson Financial Advisors
California
$8.79M -$1.38M -17,795 -14%
JWA
131
JFS Wealth Advisors
Pennsylvania
$8.76M -$828K -10,648 -9%
EWM
132
EPG Wealth Management
Georgia
$8.72M +$279K +3,585 +3%
HW
133
Hancock Whitney
Mississippi
$8.68M -$627K -8,060 -7%
DC
134
DeDora Capital
California
$8.66M +$3.8M +48,820 +80%
AWM
135
Avior Wealth Management
Nebraska
$8.64M +$771K +9,913 +10%
FANJ
136
Financial Architects (New Jersey)
New Jersey
$8.61M +$697K +8,965 +9%
SFG
137
Sunburst Financial Group
Alabama
$8.51M -$604K -7,766 -7%
PA
138
PFG Advisors
Arizona
$8.47M -$741K -9,533 -8%
RWRC
139
R.W. Roge & Company
New York
$8.44M +$1.65M +21,176 +25%
FPIS
140
Financial Planning & Information Services
Wisconsin
$8.31M +$418K +5,375 +5%
LNC
141
Lincoln National Corp
Pennsylvania
$8.24M +$405K +5,206 +5%
FCI
142
Financial Counselors Inc
Kansas
$8.19M +$4.69M +60,284 +138%
ECM
143
ExodusPoint Capital Management
New York
$8.18M +$8.07M +103,800 New
ASN
144
Advisory Services Network
Georgia
$8.05M -$1.86M -23,903 -19%
MWM
145
McNaughton Wealth Management
California
$8.01M -$112K -1,438 -1%
Bank of New York Mellon
146
Bank of New York Mellon
New York
$7.99M +$686K +8,828 +10%
WT
147
Whittier Trust
California
$7.97M -$465K -5,985 -6%
KFP
148
Keystone Financial Planning
Ohio
$7.97M -$152K -1,955 -2%
PIMG
149
Patriot Investment Management Group
Tennessee
$7.91M +$191K +2,461 +3%
MWC
150
MBM Wealth Consultants
Missouri
$7.9M +$93.2K +1,199 +1%

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.