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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
WCM
351
WealthBridge Capital Management
Ohio
$4.35M
DWT
352
Dorsey & Whitney Trust
South Dakota
$4.31M -$35K -337 -0.7%
WMA
353
Wealth Management Associates
New Jersey
$4.28M -$24.4K -235 -0.5%
WB
354
West Bancorporation
Iowa
$4.27M +$978K +9,400 +26%
HTC
355
Haverford Trust Company
Pennsylvania
$4.25M +$52.5K +505 +1%
SFP
356
Sterling Financial Planning
New Jersey
$4.21M +$279K +2,681 +6%
Cerity Partners
357
Cerity Partners
New York
$4.2M +$225K +2,159 +5%
GEA
358
Glen Eagle Advisors
New Jersey
$4.2M +$276K +2,655 +6%
SEIA
359
Signature Estate & Investment Advisors
California
$4.16M -$52.1K -501 -1%
MHWM
360
Montz Harcus Wealth Management
Louisiana
$4.15M +$139K +1,332 +3%
AP
361
Agilis Partners
Massachusetts
$4.13M
APCM
362
Alaska Permanent Capital Management
Alaska
$4.12M +$515K +4,957 +13%
AWM
363
Atticus Wealth Management
Florida
$4.08M
WLPWM
364
Walled Lake Planning & Wealth Management
Illinois
$4.07M +$51.2K +492 +1%
BAM
365
Belpointe Asset Management
Nevada
$4.07M -$351K -3,372 -7%
BFO
366
Biltmore Family Office
North Carolina
$4M +$25.5K +245 +0.6%
WMP
367
Wealth Management Partners
Arizona
$3.99M +$104K +1,000 +3%
SBL
368
Sargent Bickham Lagudis
Colorado
$3.88M +$412K +3,958 +11%
KBFS
369
Kohmann Bosshard Financial Services
Ohio
$3.87M +$4.24M +40,734 New
OPA
370
Old Port Advisors
Maine
$3.84M -$77.1K -741 -2%
MNG
371
Manning & Napier Group
New York
$3.75M
IRC
372
Investors Research Corp
Georgia
$3.72M +$256K +2,466 +7%
FMC
373
First Merchants Corp
Indiana
$3.71M +$933K +8,972 +30%
5L
374
55I LLC
Massachusetts
$3.66M +$268K +2,579 +7%
Millennium Management
375
Millennium Management
New York
$3.62M +$2.53M +24,367 +176%

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.