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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
SCG
251
Sonata Capital Group
Washington
$7.63M +$104 +1 +0%
HFG
252
Heron Financial Group
New York
$7.55M +$11.2K +108 +0.1%
GG
253
Greenwood Gearhart
Arkansas
$7.54M +$237K +2,278 +3%
IC
254
IEQ Capital
California
$7.53M -$209K -2,011 -2%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$7.42M -$1.63M -15,637 -17%
BFAG
256
Blackston Financial Advisory Group
Florida
$7.37M -$692K -6,654 -9%
IHWM
257
Iron Horse Wealth Management
Iowa
$7.34M -$13.4M -129,009 -63%
AIA
258
Acute Investment Advisory
Arizona
$7.34M -$4.82M -46,321 -37%
OLVIG
259
Oliver Lagore Vanvalin Investment Group
Michigan
$7.32M -$16.8K -162 -0.2%
SPC
260
Sigma Planning Corp
Michigan
$7.26M +$720K +6,919 +10%
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$7.26M +$172K +1,651 +2%
GMA
262
Goldstein Munger & Associates
California
$7.23M
FMWA
263
Forvis Mazars Wealth Advisors
Missouri
$7.22M +$195K +1,871 +3%
OPW
264
Oxler Private Wealth
New York
$7.11M +$586K +5,634 +8%
VA
265
Valmark Advisers
Ohio
$7.09M +$1.05M +10,138 +16%
BDWCC
266
B&D White Capital Company
Texas
$7.08M +$7.76M +74,645 New
FAM
267
Formidable Asset Management
Ohio
$7.07M -$5.62K -54 -0.1%
XF
268
XML Financial
Maryland
$7.05M +$970K +9,324 +14%
WDG
269
Wealth Dimensions Group
Ohio
$6.99M +$1.22M +11,713 +19%
GCM
270
G2 Capital Management
Ohio
$6.96M
PA
271
Parallel Advisors
California
$6.95M +$559K +5,378 +8%
PCMN
272
Paradigm Capital Management (Nevada)
Nevada
$6.93M +$91.8K +883 +1%
PWA
273
Providence Wealth Advisors
Illinois
$6.9M -$426K -4,098 -6%
JWA
274
JFS Wealth Advisors
Pennsylvania
$6.88M -$206K -1,977 -3%
RFM
275
Royal Fund Management
Florida
$6.87M -$1.35M -12,952 -15%

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.