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Vanguard High Dividend Yield ETF

845 hedge funds and large institutions have $7.24B invested in Vanguard High Dividend Yield ETF in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 236 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $4.57M

65% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 43

64% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 236

9% more capital invested

Capital invested by funds: $6.62B → $7.24B (+$624M)

2% more funds holding

Funds holding: 827845 (+18)

0.86% more ownership

Funds ownership: 28.69%29.55% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 8282 (0)

Holders
845
Holders Change
+18
Holders Change %
+2.18%
% of All Funds
18.35%
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.78%
New
71
Increased
387
Reduced
236
Closed
43
Calls
$12.5M
Puts
$4.57M
Net Calls
+$7.98M
Net Calls Change
-$916K
Name Holding Trade Value Shares
Change
Change in
Stake
PSG
151
Planning Solutions Group
Maryland
$7.75M +$104K +1,202 +1%
FNT
152
First National Trust
Pennsylvania
$7.68M -$419K -4,846 -5%
MWC
153
MBM Wealth Consultants
Missouri
$7.61M +$231K +2,671 +3%
ONB
154
Old National Bancorp
Indiana
$7.61M -$857K -9,915 -10%
HL
155
HeadInvest LLC
Maine
$7.6M +$121K +1,395 +2%
Mariner
156
Mariner
Kansas
$7.58M -$1.9M -21,931 -20%
UBS AM
157
UBS AM
Illinois
$7.52M -$124K -1,439 -2%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$7.44M +$3.65M +42,165 +98%
AFS
159
Access Financial Services
Minnesota
$7.43M +$524K +6,055 +8%
Brown Advisory
160
Brown Advisory
Maryland
$7.37M +$286K +3,313 +4%
SCG
161
Sonata Capital Group
Washington
$7.36M -$393K -4,550 -5%
MBT
162
Monroe Bank & Trust
Michigan
$7.31M -$1.38M -15,981 -16%
BI
163
Ballast Inc
Kentucky
$7.2M +$102K +1,177 +1%
NA
164
NewEdge Advisors
Louisiana
$7.17M +$58.8K +680 +0.8%
PIMG
165
Patriot Investment Management Group
Tennessee
$7.16M -$175K -2,028 -2%
SLF
166
Sun Life Financial
Ontario, Canada
$7.1M +$56.3K +651 +0.8%
QCMNJ
167
Quantum Capital Management (New Jersey)
New Jersey
$7.09M +$2.25K +26 +0%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$7.07M +$77.5K +896 +1%
CA
169
Cetera Advisors
Colorado
$6.91M +$819K +9,474 +14%
GMA
170
Goldstein Munger & Associates
California
$6.81M -$87.5K -1,012 -1%
RCG
171
Ruggie Capital Group
Florida
$6.53M +$3.76M +43,527 +139%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$6.38M
MA
173
Mutual Advisors
Nebraska
$6.32M +$127K +1,469 +2%
CS
174
Comerica Securities
Michigan
$6.32M +$262K +3,033 +4%
FAAS
175
First Allied Advisory Services
California
$6.27M -$3.77M -43,623 -38%

VYM Hedge Fund Activity: Q2 2019 in Review

845 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2019, worth a combined $7.24B — up 9.4% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VYM positions and 43 closed out — a net gain of 28 holders — while 387 added to existing stakes and 236 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $56.7M.

  • 845 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2019, up from 827 in Q1 2019.
  • Funds reported $7.24B of Vanguard High Dividend Yield ETF stock for Q2 2019, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2019 and 43 closed out, a net change of +28 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2019 was United Services Automobile Association, an estimated $242M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2019 was Goldman Sachs, an estimated $56.7M sold.

Based on aggregated 13F filings for Q2 2019.