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Vanguard High Dividend Yield ETF

1,324 hedge funds and large institutions have $15.8B invested in Vanguard High Dividend Yield ETF in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 661 increasing their positions, 365 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more call options, than puts

Call options by funds: $170M | Put options by funds: $26.4M

81% more repeat investments, than reductions

Existing positions increased: 661 | Existing positions reduced: 365

10% more funds holding in top 10

Funds holding in top 10: 144159 (+15)

5% more capital invested

Capital invested by funds: $15B → $15.8B (+$811M)

2.65% more ownership

Funds ownership: 33.85%36.5% (+2.6%)

2% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 92

1% less funds holding

Funds holding: 1,3411,324 (-17)

Holders
1,324
Holders Change
-17
Holders Change %
-1.27%
% of All Funds
22.3%
Holding in Top 10
159
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.42%
% of All Funds
2.68%
New
90
Increased
661
Reduced
365
Closed
92
Calls
$170M
Puts
$26.4M
Net Calls
+$144M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$106M +$9.35M +86,241 +9%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$102M +$12.3M +113,091 +13%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$98.8M +$6.96M +64,242 +7%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.1M +$5.33M +49,174 +5%
AssetMark Inc
30
AssetMark Inc
California
$95.3M +$4.04M +37,263 +4%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$89.9M +$717K +6,620 +0.8%
CAN
32
Cetera Advisor Networks
California
$89M +$7.3M +67,318 +8%
CSIA
33
Charles Schwab Investment Advisory
California
$80.2M -$5.4M -49,847 -6%
SR
34
Swiss Re
Switzerland
$74.1M -$65M -600,000 -45%
DADC
35
D.A. Davidson & Co
Montana
$72.5M +$2.25M +20,805 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$71.6M -$10.8M -99,806 -12%
RIM
37
Rakuten Investment Management
Japan
$69.3M +$8.63M +79,600 +13%
JIC
38
Joel Isaacson & Co
New York
$65.5M +$4.47M +41,271 +7%
HighTower Advisors
39
HighTower Advisors
Illinois
$64.1M +$2.6M +23,954 +4%
MWA
40
Martel Wealth Advisors
Washington
$59.4M -$187K -1,727 -0.3%
MML Investors Services
41
MML Investors Services
Massachusetts
$59M +$1.42M +13,083 +2%
BOH
42
Bank of Hawaii
Hawaii
$58.9M -$772K -7,125 -1%
AWM
43
AE Wealth Management
Kansas
$56M +$9.16M +84,497 +18%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$55.3M +$6M +55,331 +11%
WPW
45
Waldron Private Wealth
Pennsylvania
$54.1M -$1.06M -9,771 -2%
NFC
46
Northeast Financial Consultants
Connecticut
$52.6M -$207K -1,906 -0.4%
HWA
47
HCR Wealth Advisors
California
$47.5M +$70.9K +654 +0.1%
WBG
48
Wharton Business Group
Pennsylvania
$46.9M +$13.9M +128,095 +38%
OA
49
Operose Advisors
Wisconsin
$46.5M +$7.05M +65,094 +17%
PA
50
Pinnacle Associates
New York
$44.6M +$4.6M +42,429 +11%