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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
Bank of America
1
Bank of America
North Carolina
$1.98B +$1.54B +18,450,463 +266%
Morgan Stanley
2
Morgan Stanley
New York
$360M +$32.5M +389,267 +9%
Wells Fargo
3
Wells Fargo
California
$235M +$12.4M +148,066 +5%
UBS Group
4
UBS Group
Switzerland
$201M -$2.04M -24,502 -0.9%
LPL Financial
5
LPL Financial
California
$191M +$10.9M +130,792 +6%
Ameriprise
6
Ameriprise
Minnesota
$188M -$7.86M -94,213 -4%
RJA
7
Raymond James & Associates
Florida
$172M +$5.23M +62,719 +3%
SBSB
8
Sullivan, Bruyette, Speros & Blaney
Virginia
$160M -$2.75M -32,952 -2%
Goldman Sachs
9
Goldman Sachs
New York
$116M +$72.4M +868,576 +139%
ECG
10
Edge Capital Group
Georgia
$96.7M +$103M +1,239,740 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$95.5M +$66.2M +793,775 +184%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$87.6M -$3.68M -44,108 -4%
SB
13
Suntrust Banks
Georgia
$80.8M +$6.09M +72,971 +8%
Stifel Financial
14
Stifel Financial
Missouri
$77.7M +$6.04M +72,463 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$74.7M +$4.67M +55,944 +6%
V
16
Veritable
Delaware
$67.9M -$4.45M -53,362 -6%
Creative Planning
17
Creative Planning
Kansas
$67M -$845K -10,133 -1%
CSIA
18
Charles Schwab Investment Advisory
California
$60M +$37.6M +450,940 +142%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$59.5M +$13.7M +164,033 +27%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$59.3M +$385K +4,620 +0.6%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$58.4M +$1.79M +21,467 +3%
OCG
22
Opus Capital Group
Ohio
$57M +$30.5M +365,618 +100%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$53.6M -$131K -1,575 -0.2%
BTS
24
BB&T Securities
Virginia
$52.4M +$4.94M +59,245 +10%
NFC
25
Northeast Financial Consultants
Connecticut
$51.2M +$19.5M +234,205 +55%

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.