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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
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$6.15M +$459K +5,501 +8%
SLF
152
Sun Life Financial
Ontario, Canada
$6.14M -$71.9K -862 -1%
BTNA
153
Bremer Trust National Association
Minnesota
$6.1M +$324K +3,882 +5%
CCT
154
Country Club Trust
Missouri
$6.09M +$742K +8,894 +13%
GMA
155
Goldstein Munger & Associates
California
$6.09M -$617K -7,392 -9%
NAM
156
Nissay Asset Management
Japan
$5.93M +$6.34M +76,035 New
RFM
157
Royal Fund Management
Florida
$5.84M +$780K +9,354 +14%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$5.83M +$664K +7,956 +12%
DWM
159
Dakota Wealth Management
Florida
$5.61M
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$5.48M +$2.71M +32,520 +86%
QCMNJ
161
Quantum Capital Management (New Jersey)
New Jersey
$5.47M +$1.18M +14,098 +25%
BOH
162
Bank of Hawaii
Hawaii
$5.46M +$969K +11,622 +20%
WJA
163
Williams Jones & Associates
New York
$5.42M -$116K -1,385 -2%
CS
164
Comerica Securities
Michigan
$5.34M +$92.8K +1,112 +2%
FNBT
165
FineMark National Bank & Trust
Florida
$5.33M -$410K -4,917 -7%
MA
166
Mutual Advisors
Nebraska
$5.33M -$191K -2,286 -3%
PFA
167
Pettinga Financial Advisors
Indiana
$5.31M +$5.68M +68,137 New
CT
168
Clearstead Trust
Maine
$5.3M +$5.67M +67,977 New
AL
169
Aspiriant LLC
California
$5.18M -$117K -1,397 -2%
KPCM
170
Kings Point Capital Management
New York
$5.04M -$376K -4,510 -7%
SBA
171
Secrest Blakey & Associates
North Carolina
$5.04M -$1.67K -20 -0%
BCM
172
Brookstone Capital Management
Illinois
$5M +$344K +4,121 +7%
SCA
173
Stuart Chaussee & Associates
California
$4.95M -$78.5K -941 -1%
AW
174
ACG Wealth
Georgia
$4.87M +$1.68M +20,167 +48%
MIAN
175
Mariner Independent Advisor Network
Kansas
$4.85M +$5.04M +60,460 New

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.