We are live on ! Find out more
VYM icon

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
CWG
176
Cornerstone Wealth Group
North Carolina
$6.02M +$257K +3,307 +5%
GMA
177
Goldstein Munger & Associates
California
$5.99M -$56.9K -732 -1%
GWMIA
178
Global Wealth Management Investment Advisory
Florida
$5.99M +$5.8M +74,618 +5,229%
ONB
179
Old National Bancorp
Indiana
$5.99M -$142K -1,821 -2%
NA
180
NewEdge Advisors
Louisiana
$5.84M -$1.05M -13,550 -15%
FNT
181
First National Trust
Pennsylvania
$5.83M -$911K -11,717 -14%
MIAN
182
Mariner Independent Advisor Network
Kansas
$5.77M -$785K -10,096 -12%
PCM
183
Pointe Capital Management
Michigan
$5.71M +$81.7K +1,051 +1%
IA
184
IFP Advisors
Florida
$5.69M -$803K -10,329 -12%
Natixis Advisors
185
Natixis Advisors
Massachusetts
$5.68M +$1.78M +22,943 +47%
WJWM
186
Williams Jones Wealth Management
New York
$5.65M -$229K -2,951 -4%
Lido Advisors
187
Lido Advisors
California
$5.62M +$317K +4,077 +6%
MYIA
188
Mount Yale Investment Advisors
Colorado
$5.55M +$709K +9,117 +15%
CB
189
Commerce Bank
Missouri
$5.38M +$236K +3,041 +5%
NNP
190
Nachman Norwood & Parrott
South Carolina
$5.34M +$710K +9,128 +16%
UCFA
191
United Capital Financial Advisors
Texas
$5.31M -$323K -4,149 -6%
FMWA
192
Forvis Mazars Wealth Advisors
Missouri
$5.31M -$1.76M -22,694 -25%
FHA
193
Flagship Harbor Advisors
Massachusetts
$5.25M +$581K +7,467 +13%
KOMWMG
194
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.25M -$244K -3,142 -5%
SHA
195
Seneca House Advisors
Virginia
$5.24M +$380K +4,894 +8%
WLPWM
196
Walled Lake Planning & Wealth Management
Illinois
$5.22M -$187K -2,409 -4%
AW
197
ACG Wealth
Georgia
$5.12M +$73.5K +945 +1%
NL
198
NWAM LLC
Washington
$5.09M -$385K -4,947 -7%
FMC
199
First Merchants Corp
Indiana
$5.06M +$60K +772 +1%
BFWA
200
Benchmark Financial Wealth Advisors
Florida
$5.04M +$4.97M +63,965 New

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.