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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
RBC
151
Roble Belko & Company
Pennsylvania
$7.78M -$1.58M -20,359 -17%
AI
152
Atria Investments
North Carolina
$7.7M +$7.6M +97,694 New
FNBT
153
FineMark National Bank & Trust
Florida
$7.58M -$373K -4,792 -5%
CAM
154
Cresset Asset Management
Illinois
$7.44M +$6.21M +79,824 +546%
WIC
155
Woodmont Investment Counsel
Tennessee
$7.43M -$349K -4,494 -5%
Two Sigma Investments
156
Two Sigma Investments
New York
$7.36M +$3.33M +42,800 +84%
PFPT
157
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.36M -$6.43M -82,733 -47%
EWG
158
Executive Wealth Group
Washington
$7.35M -$92.3K -1,187 -1%
PFO
159
Pathstone Family Office
New Jersey
$7.19M -$8.18M -105,269 -54%
HWM
160
Howard Wealth Management
Connecticut
$7.18M +$305K +3,922 +4%
CCMD
161
Cypress Capital Management (Delaware)
Delaware
$7.11M +$635K +8,163 +10%
SI
162
Stephens Inc
Arkansas
$7.06M -$5.72M -73,589 -45%
CA
163
Cetera Advisors
Colorado
$6.83M +$290K +3,728 +4%
TC
164
Telemus Capital
Michigan
$6.67M -$47.3K -608 -0.7%
CS
165
Comerica Securities
Michigan
$6.59M +$344K +4,426 +6%
FP
166
Financial Perspectives
Minnesota
$6.58M -$97.2K -1,250 -1%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$6.47M +$2.9M +37,254 +83%
SWP
168
Summit Wealth Partners
Florida
$6.44M +$40.1K +516 +0.6%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$6.38M
SLF
170
Sun Life Financial
Ontario, Canada
$6.28M +$78.4K +1,008 +1%
AIA
171
Armor Investment Advisors
North Carolina
$6.2M -$2.43M -31,260 -28%
22CM
172
20/20 Capital Management
California
$6.11M -$1.04M -13,356 -15%
MA
173
Mutual Advisors
Nebraska
$6.1M +$463K +5,951 +8%
IWC
174
Integrated Wealth Concepts
Massachusetts
$6.06M +$59.4K +764 +1%
SCG
175
Sonata Capital Group
Washington
$6.06M -$293K -3,774 -5%

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.