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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
Mariner
176
Mariner
Kansas
$4.76M +$336K +4,033 +7%
CWS
177
Cypress Wealth Services
California
$4.74M +$872K +10,459 +21%
PCG
178
Private Capital Group
Connecticut
$4.74M +$32.1K +385 +0.6%
CA
179
Cetera Advisors
Colorado
$4.67M -$3.48M -41,692 -41%
SC
180
Stratford Consulting
Texas
$4.6M +$298K +3,571 +6%
NL
181
NWAM LLC
Washington
$4.55M -$43.2K -518 -0.9%
MYIA
182
Mount Yale Investment Advisors
Colorado
$4.53M +$299K +3,582 +7%
ACM
183
Aviance Capital Management
Florida
$4.42M -$806K -9,660 -15%
BCMO
184
Buckingham Capital Management (Ohio)
Ohio
$4.39M +$208K +2,493 +5%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$4.31M +$3.3M +39,549 +252%
Northern Trust
186
Northern Trust
Illinois
$4.3M +$238K +2,856 +5%
IWC
187
Integrated Wealth Concepts
Massachusetts
$4.29M +$1.33M +15,960 +41%
TC
188
Telemus Capital
Michigan
$4.27M +$287K +3,436 +7%
AFS
189
Access Financial Services
Minnesota
$4.18M +$1.7M +20,365 +61%
GB
190
Gunma Bank
Japan
$4.13M
PWA
191
Providence Wealth Advisors
Illinois
$4.1M +$22.8K +273 +0.5%
EAM
192
Evanson Asset Management
California
$4.07M +$217K +2,596 +5%
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.05M +$697K +8,355 +19%
GJIC
194
Gamble Jones Investment Counsel
California
$3.92M +$2.51M +30,060 +148%
GRP
195
Global Retirement Partners
California
$3.89M +$559K +6,697 +16%
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$3.88M -$2.92K -35 -0.1%
MA
197
MUFG Americas
New York
$3.86M +$425K +5,098 +11%
CGA
198
Crescent Grove Advisors
Illinois
$3.81M +$1.17K +14 +0%
GP
199
Greenline Partners
New York
$3.8M
MPW
200
MA Private Wealth
California
$3.73M +$3.99M +47,820 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.