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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
UCFA
201
United Capital Financial Advisors
Texas
$3.73M +$314K +3,762 +9%
PA
202
Parallel Advisors
California
$3.7M +$263K +3,154 +7%
SFG
203
StrategIQ Financial Group
Indiana
$3.68M -$45.6K -547 -1%
PCM
204
Pointe Capital Management
Michigan
$3.67M +$196K +2,347 +5%
MWM
205
Mission Wealth Management
California
$3.64M +$581K +6,965 +18%
MSA
206
Marino Stram & Associates
Massachusetts
$3.64M +$3.08M +36,951 +541%
PI
207
PFS Investments
Georgia
$3.61M +$841K +10,082 +29%
SI
208
Stephens Inc
Arkansas
$3.6M +$3.08M +36,925 +399%
FCB
209
First Command Bank
Texas
$3.58M -$3.68M -44,065 -49%
FCFS
210
First Command Financial Services
Texas
$3.58M -$3.68M -44,065 -49%
SFM
211
Signet Financial Management
New Jersey
$3.57M -$263K -3,158 -6%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$3.55M -$601K -7,205 -14%
PP
213
PagnatoKarp Partners
Virginia
$3.51M +$2.03M +24,384 +118%
WBG
214
Wharton Business Group
Pennsylvania
$3.5M
OPA
215
Old Port Advisors
Maine
$3.5M +$3.59M +43,057 New
WAM
216
Watermark Asset Management
California
$3.48M -$55K -660 -1%
RCM
217
RNC Capital Management
California
$3.48M +$3.72M +44,600 New
SEIA
218
Signature Estate & Investment Advisors
California
$3.47M -$154K -1,852 -4%
FT
219
Fiduciary Trust
Massachusetts
$3.46M -$203K -2,435 -5%
LFAS
220
Level Four Advisory Services
Texas
$3.45M -$208K -2,496 -5%
FAIM
221
Financial Advocates Investment Management
Washington
$3.44M -$178K -2,134 -5%
TCM
222
Telos Capital Management
California
$3.39M +$521K +6,247 +17%
VA
223
Valmark Advisers
Ohio
$3.34M +$138K +1,659 +4%
CIM
224
Corda Investment Management
Texas
$3.26M -$146K -1,756 -4%
SPC
225
Sigma Planning Corp
Michigan
$3.25M +$226K +2,710 +7%

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.