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Vanguard International High Dividend Yield ETF

127 hedge funds and large institutions have $465M invested in Vanguard International High Dividend Yield ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

1.98% less ownership

Funds ownership: 43.82%41.84% (-2%)

10% less funds holding

Funds holding: 141127 (-14)

24% less capital invested

Capital invested by funds: $615M → $465M (-$150M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

Holders
127
Holders Change
-14
Holders Change %
-9.93%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
26
Increased
53
Reduced
36
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$79.3M +$26.1M +458,013 +35%
Wells Fargo
2
Wells Fargo
California
$42.3M -$6.48M -113,625 -11%
Morgan Stanley
3
Morgan Stanley
New York
$35.9M +$3.02M +52,874 +7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.8M +$14.9M +261,133 +91%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$23.5M
Bank of America
6
Bank of America
North Carolina
$20.5M -$1.21M -21,240 -4%
SFO
7
Stokes Family Office
Louisiana
$14.4M -$1.16M -20,305 -6%
UBS Group
8
UBS Group
Switzerland
$14.3M -$5.2M -91,208 -22%
Citadel Advisors
9
Citadel Advisors
Florida
$13.2M +$11.9M +208,390 +251%
FHB
10
First Hawaiian Bank
Hawaii
$11M -$130K -2,278 -0.9%
QWM
11
Quaker Wealth Management
New Jersey
$10.9M +$431K +7,554 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.96M +$6.22M +108,981 +98%
JCM
13
Janney Capital Management
Pennsylvania
$7.52M -$620K -10,876 -6%
WCA
14
Windsor Creek Advisors
Vermont
$6.82M +$3.66M +64,199 +74%
CCT
15
Country Club Trust
Missouri
$6.76M +$666K +11,677 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.56M +$1.15M +20,175 +16%
LPL Financial
17
LPL Financial
California
$6.42M -$1.37M -23,944 -14%
BB
18
Busey Bank
Illinois
$6.35M -$207K -3,621 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.7M +$36.5M +640,156 New
CIA
20
Capital Investment Advisors
Georgia
$5.61M -$35.2M -617,668 -83%
RBC
21
Roble Belko & Company
Pennsylvania
$5.4M -$155K -2,712 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.83M +$309K +5,415 +5%
SI
23
Stephens Inc
Arkansas
$4.66M +$601K +10,538 +11%
Victory Capital Management
24
Victory Capital Management
Texas
$4.61M +$2.9M +50,900 +100%
CST
25
Charles Schwab Trust
Nevada
$4.58M +$4.7M +82,447 +440%

VYMI Hedge Fund Activity: Q1 2020 in Review

127 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard International High Dividend Yield ETF (VYMI) for Q1 2020, worth a combined $465M — down 24% from $615M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of VYMI and 26 opened new positions — a net loss of 12 holders — while 36 trimmed existing stakes and 53 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $26.1M. The largest seller was Capital Investment Advisors, cutting an estimated $35.2M.

  • 127 institutional investors held Vanguard International High Dividend Yield ETF (VYMI) as of Q1 2020, down from 141 in Q4 2019.
  • Funds reported $465M of Vanguard International High Dividend Yield ETF stock for Q1 2020, down 24% quarter-over-quarter.
  • 26 funds opened new Vanguard International High Dividend Yield ETF positions in Q1 2020 and 38 closed out, a net change of -12 holders.
  • The largest Vanguard International High Dividend Yield ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $26.1M added.
  • The largest Vanguard International High Dividend Yield ETF seller in Q1 2020 was Capital Investment Advisors, an estimated $35.2M sold.

Based on aggregated 13F filings for Q1 2020.