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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
BBW
451
Blue Barn Wealth
Utah
$2.56M -$16.8K -162 -0.6%
CBB
452
Citizens Business Bank
California
$2.54M -$16.1M -155,200 -85%
LIM
453
Leavell Investment Management
Alabama
$2.54M +$540K +5,197 +24%
MBT
454
Montecito Bank & Trust
California
$2.54M +$1.61M +15,495 +137%
CIA
455
Covington Investment Advisors
Pennsylvania
$2.52M +$227K +2,181 +9%
CFD
456
Creative Financial Designs
Indiana
$2.52M +$41.1K +395 +2%
RF
457
Rollins Financial
Georgia
$2.52M +$397K +3,815 +17%
SCM
458
Spreng Capital Management
Ohio
$2.51M -$187K -1,800 -6%
FWI
459
Facet Wealth Inc
Maryland
$2.5M -$41.2K -396 -2%
GAB
460
German American Bancorp
Indiana
$2.49M +$250K +2,406 +10%
PMA
461
Prudent Man Advisors
Illinois
$2.48M -$13.5K -130 -0.5%
SP
462
SWS Partners
Ohio
$2.46M +$2.7M +25,977 New
RCYC
463
Richard C. Young & Co
Rhode Island
$2.44M -$60.4K -581 -2%
KFP
464
Keystone Financial Planning
Ohio
$2.44M +$28.3K +272 +1%
BOPW
465
Brandywine Oak Private Wealth
Pennsylvania
$2.44M -$596K -5,734 -18%
RFA
466
Radnor Financial Advisors
Pennsylvania
$2.42M +$28.1K +270 +1%
PWM
467
Peterson Wealth Management
Nevada
$2.42M +$605K +5,819 +30%
SW
468
SVB Wealth
Massachusetts
$2.42M +$450K +4,327 +20%
BC
469
Bowman & Company
Wisconsin
$2.41M +$161K +1,549 +6%
LFAS
470
Level Four Advisory Services
Texas
$2.4M +$71.5K +688 +3%
BCWM
471
Bartlett & Co Wealth Management
Ohio
$2.37M +$82.2K +790 +3%
BC
472
Bartlett & Co
Ohio
$2.37M +$82.2K +790 +3%
FH
473
FWG Holdings
Florida
$2.36M -$5.8M -55,753 -69%
MBTD
474
Mechanics Bank - Trust Department
California
$2.32M +$13K +125 +0.5%
IGWM
475
ICA Group Wealth Management
Colorado
$2.32M -$312 -3 -0%

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.