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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
EAM
326
Evanson Asset Management
California
$5.06M +$13.2K +127 +0.2%
LSAG
327
Lake Street Advisors Group
New Hampshire
$5.05M +$208 +2 +0%
BWP
328
Bernardo Wealth Planning
Pennsylvania
$4.99M +$5.11M +49,181 New
SRC
329
Sage Rhino Capital
California
$4.96M +$24.6K +237 +0.5%
RJT
330
Raymond James Trust
Florida
$4.93M +$168K +1,614 +3%
AWP
331
Accretive Wealth Partners
New Jersey
$4.91M +$13.7K +132 +0.3%
PFG
332
Pinnacle Financial Group
Illinois
$4.81M +$175K +1,685 +3%
NRI
333
NFP Retirement Inc
California
$4.8M +$267K +2,571 +5%
DWM
334
Doyle Wealth Management
Florida
$4.76M +$30.1K +289 +0.6%
DIA
335
Davidson Investment Advisors
Montana
$4.75M +$621K +5,969 +14%
WWM
336
Western Wealth Management
Colorado
$4.73M -$96.2K -925 -2%
SFMG
337
Sage Financial Management Group
Virginia
$4.71M -$1.79M -17,233 -26%
SYBT
338
Stock Yards Bank & Trust
Kentucky
$4.65M +$190K +1,826 +4%
CW
339
CreativeOne Wealth
Kansas
$4.57M +$376K +3,619 +8%
AWM
340
Accel Wealth Management
Iowa
$4.57M -$51.4K -494 -1%
SF
341
Summit Financial
New Jersey
$4.54M +$30.8K +296 +0.6%
DBIA
342
Dumont & Blake Investment Advisors
New Jersey
$4.53M +$37.7K +363 +0.8%
CHAM
343
Clear Harbor Asset Management
Connecticut
$4.51M +$102K +982 +2%
HR
344
Howe & Rusling
New York
$4.49M -$642K -6,174 -12%
BIP
345
Blueprint Investment Partners
North Carolina
$4.46M
KPWS
346
Kestra Private Wealth Services
Texas
$4.46M +$213K +2,046 +5%
SQA
347
Simon Quick Advisors
New Jersey
$4.45M +$116K +1,119 +2%
1WM
348
1900 Wealth Management
Texas
$4.4M -$1.54M -14,765 -24%
BFS
349
Bard Financial Services
Connecticut
$4.4M +$1.69M +16,250 +54%
HF
350
HRT Financial
New York
$4.36M -$21M -201,820 -81%

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.