We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF

1,321 hedge funds and large institutions have $15.7B invested in Vanguard High Dividend Yield ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 648 increasing their positions, 369 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $154M | Put options by funds: $39.8M

76% more repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 369

21% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 66

1% more funds holding in top 10

Funds holding in top 10: 159161 (+2)

0% less funds holding

Funds holding: 1,3241,321 (-3)

0.26% less ownership

Funds ownership: 36.5%36.23% (-0.26%)

1% less capital invested

Capital invested by funds: $15.8B → $15.7B (-$92.9M)

Holders
1,321
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
22.76%
Holding in Top 10
161
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.26%
% of All Funds
2.77%
New
80
Increased
648
Reduced
369
Closed
66
Calls
$154M
Puts
$39.8M
Net Calls
+$114M
Net Calls Change
-$30M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$9.05M +$39.2K +377 +0.4%
LIA
227
LBMC Investment Advisors
Tennessee
$9.01M -$1.57M -15,118 -14%
GAM
228
Grandview Asset Management
Pennsylvania
$8.97M -$541K -5,203 -5%
RIA
229
Regal Investment Advisors
Michigan
$8.9M -$2.19M -21,075 -18%
SFG
230
Sunburst Financial Group
Alabama
$8.84M +$105K +1,005 +1%
SWP
231
Summit Wealth Partners
Florida
$8.8M -$79.9K -768 -0.8%
WFA
232
Wellspring Financial Advisors
Ohio
$8.63M +$57.1K +549 +0%
WIC
233
Woodmont Investment Counsel
Tennessee
$8.55M -$45.8K -440 -0.5%
MCC
234
Money Concepts Capital
Florida
$8.48M +$336K +3,234 +4%
TGAM
235
TBH Global Asset Management
Tennessee
$8.48M -$2.15M -20,653 -19%
CAC
236
Certified Advisory Corp
Florida
$8.44M +$2.6M +25,019 +39%
MWM
237
McNaughton Wealth Management
California
$8.43M +$30.7K +295 +0.3%
RBC
238
Romano Brothers & Co
Illinois
$8.41M +$9.22M +88,652 New
GSIS
239
Global Strategic Investment Solutions
Arizona
$8.35M +$1.15M +11,015 +14%
PF
240
Phoenix Financial
Israel
$8.34M +$2.93M +28,190 +47%
WT
241
Whittier Trust
California
$8.26M +$89K +856 +1%
PCM
242
Pointe Capital Management
Michigan
$8.22M +$117K +1,125 +1%
DC
243
Darrow Company
Massachusetts
$8.06M -$573K -5,506 -6%
SI
244
Stephens Inc
Arkansas
$8.05M +$784K +7,536 +10%
Natixis Advisors
245
Natixis Advisors
Massachusetts
$7.87M -$224K -2,155 -3%
DC
246
Davenport & Co
Virginia
$7.84M +$1.2M +11,532 +16%
AGA
247
Arkos Global Advisors
Texas
$7.83M -$89.4K -860 -1%
WANY
248
Wealthspire Advisors (New York)
New York
$7.7M +$281K +2,704 +3%
SFA
249
Seneca Financial Advisors
New York
$7.7M +$190K +1,826 +2%
FFN
250
Focus Financial Network
Minnesota
$7.7M +$2.26M +21,695 +37%

VYM Hedge Fund Activity: Q3 2022 in Review

1,321 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2022, worth a combined $15.7B — down 0.59% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VYM positions and 66 closed out — a net gain of 14 holders — while 648 added to existing stakes and 369 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Conservest Capital Advisors, exiting entirely with an estimated $26M sold.

  • 1,321 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2022, down from 1,324 in Q2 2022.
  • Funds reported $15.7B of Vanguard High Dividend Yield ETF stock for Q3 2022, down 0.59% quarter-over-quarter.
  • 80 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2022 and 66 closed out, a net change of +14 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2022 was Bank of America, an estimated $132M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2022 was Conservest Capital Advisors, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2022.