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Vanguard High Dividend Yield ETF

845 hedge funds and large institutions have $7.24B invested in Vanguard High Dividend Yield ETF in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 236 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $4.57M

65% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 43

64% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 236

9% more capital invested

Capital invested by funds: $6.62B → $7.24B (+$624M)

2% more funds holding

Funds holding: 827845 (+18)

0.86% more ownership

Funds ownership: 28.69%29.55% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 8282 (0)

Holders
845
Holders Change
+18
Holders Change %
+2.18%
% of All Funds
18.35%
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.78%
New
71
Increased
387
Reduced
236
Closed
43
Calls
$12.5M
Puts
$4.57M
Net Calls
+$7.98M
Net Calls Change
-$916K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$665M +$4.44M +51,375 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$439M +$17.6M +203,551 +4%
USAA
3
United Services Automobile Association
Texas
$262M +$242M +2,799,444 +1,410%
Wells Fargo
4
Wells Fargo
California
$261M -$809K -9,358 -0.3%
LPL Financial
5
LPL Financial
California
$252M +$22.1M +255,244 +10%
UBS Group
6
UBS Group
Switzerland
$236M +$13.7M +158,093 +6%
RJA
7
Raymond James & Associates
Florida
$184M -$1.74M -20,111 -0.9%
SBSB
8
Sullivan, Bruyette, Speros & Blaney
Virginia
$184M -$248K -2,863 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$138M +$6.69M +77,323 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$133M +$14.6M +168,937 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$105M +$913K +10,557 +0.9%
ECG
12
Edge Capital Group
Georgia
$102M +$1.91M +22,076 +2%
SB
13
Suntrust Banks
Georgia
$97.1M +$842K +9,741 +0.9%
NMIFOAC
14
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$93.3M +$92.3M +1,068,000 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$90.2M +$11.9M +137,858 +15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$89.2M +$8.1M +93,716 +10%
Stifel Financial
17
Stifel Financial
Missouri
$84.2M +$6.28M +72,665 +8%
V
18
Veritable
Delaware
$79M +$2.08M +24,083 +3%
Creative Planning
19
Creative Planning
Kansas
$75.2M -$1.27M -14,669 -2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$75M +$6.05M +69,935 +9%
CSIA
21
Charles Schwab Investment Advisory
California
$63.7M +$2.69M +31,132 +4%
BTS
22
BB&T Securities
Virginia
$61.9M -$1.65M -19,077 -3%
Goldman Sachs
23
Goldman Sachs
New York
$60.3M -$56.7M -655,251 -49%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$58.5M +$2.6M +30,057 +5%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$57.6M -$1.32M -15,290 -2%

VYM Hedge Fund Activity: Q2 2019 in Review

845 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2019, worth a combined $7.24B — up 9.4% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VYM positions and 43 closed out — a net gain of 28 holders — while 387 added to existing stakes and 236 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $56.7M.

  • 845 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2019, up from 827 in Q1 2019.
  • Funds reported $7.24B of Vanguard High Dividend Yield ETF stock for Q2 2019, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2019 and 43 closed out, a net change of +28 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2019 was United Services Automobile Association, an estimated $242M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2019 was Goldman Sachs, an estimated $56.7M sold.

Based on aggregated 13F filings for Q2 2019.