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Vanguard High Dividend Yield ETF

1,010 hedge funds and large institutions have $10.7B invested in Vanguard High Dividend Yield ETF in 2019 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 407 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

494% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 33

105% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $8.56M

70% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 239

36% more capital invested

Capital invested by funds: $7.93B → $10.7B (+$2.82B)

24% more funds holding in top 10

Funds holding in top 10: 88109 (+21)

18% more funds holding

Funds holding: 8591,010 (+151)

8.62% more ownership

Funds ownership: 30.24%38.86% (+8.6%)

Holders
1,010
Holders Change
+151
Holders Change %
+17.58%
% of All Funds
19.9%
Holding in Top 10
109
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+23.86%
% of All Funds
2.15%
New
196
Increased
407
Reduced
239
Closed
33
Calls
$17.6M
Puts
$8.56M
Net Calls
+$8.99M
Net Calls Change
-$3.61M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
201
ACG Wealth
Georgia
$6.38M -$2.05M -22,572 -25%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$6.38M
GP
203
Geneva Partners
Wisconsin
$6.36M +$6.15M +67,835 New
BCMO
204
Buckingham Capital Management (Ohio)
Ohio
$6.34M +$279K +3,076 +5%
KOMWMG
205
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.34M +$6.13M +67,659 New
MA
206
Mutual Advisors
Nebraska
$6.34M -$389K -4,288 -6%
BCM
207
Brookstone Capital Management
Illinois
$6.31M +$284K +3,127 +5%
SQA
208
Simon Quick Advisors
New Jersey
$6.3M +$306K +3,377 +5%
WJWM
209
Williams Jones Wealth Management
New York
$6.14M -$218K -2,408 -4%
SC
210
Stratford Consulting
Texas
$6.13M -$316K -3,482 -5%
FMC
211
First Merchants Corp
Indiana
$5.87M -$761K -8,392 -12%
SCA
212
Stuart Chaussee & Associates
California
$5.87M
KPCM
213
Kings Point Capital Management
New York
$5.86M +$81.6K +900 +1%
Mirae Asset Global Investments
214
Mirae Asset Global Investments
South Korea
$5.77M +$2.5M +27,600 +81%
FAAS
215
First Allied Advisory Services
California
$5.63M +$703K +7,748 +15%
CWA
216
Clarity Wealth Advisors
California
$5.63M +$5.45M +60,060 New
EPWM
217
Essex Private Wealth Management
Massachusetts
$5.61M +$5.43M +59,879 New
Lido Advisors
218
Lido Advisors
California
$5.61M +$4.07M +44,842 +299%
NIA
219
Northstar Investment Advisors
Colorado
$5.6M +$162K +1,791 +3%
AW
220
Avion Wealth
Texas
$5.6M +$717K +7,912 +15%
CWS
221
Cypress Wealth Services
California
$5.46M -$47.2K -521 -0.9%
NL
222
NWAM LLC
Washington
$5.43M -$15.9K -175 -0.3%
WCM
223
Wildcat Capital Management
New York
$5.4M +$2.05M +22,630 +65%
Natixis Advisors
224
Natixis Advisors
Massachusetts
$5.38M -$24.4K -269 -0.5%
PWA
225
Providence Wealth Advisors
Illinois
$5.35M +$115K +1,268 +2%

VYM Hedge Fund Activity: Q4 2019 in Review

1,010 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2019, worth a combined $10.7B — up 36% from $7.93B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new VYM positions and 33 closed out — a net gain of 163 holders — while 407 added to existing stakes and 239 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $1.12B. The largest seller was Daido Life Insurance Company, cutting an estimated $26.3M.

  • 1,010 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2019, up from 859 in Q3 2019.
  • Funds reported $10.7B of Vanguard High Dividend Yield ETF stock for Q4 2019, up 36% quarter-over-quarter.
  • 196 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2019 and 33 closed out, a net change of +163 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $1.12B added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2019 was Daido Life Insurance Company, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2019.