Vanguard High Dividend Yield ETF
1,569 hedge funds and large institutions have $20.1B invested in Vanguard High Dividend Yield ETF in 2023 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 533 increasing their positions, 618 reducing their positions, and 60 closing their positions.
312% more call options, than puts
Call options by funds: $144M | Put options by funds: $35M
250% more first-time investments, than exits
New positions opened: 210 | Existing positions closed: 60
13% more capital invested
Capital invested by funds: $17.8B → $20.1B (+$2.23B)
9% more funds holding
Funds holding: 1,443 → 1,569 (+126)
4% more funds holding in top 10
Funds holding in top 10: 159 → 165 (+6)
2.44% more ownership
Funds ownership: 37.46% → 39.9% (+2.4%)
14% less repeat investments, than reductions
Existing positions increased: 533 | Existing positions reduced: 618
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$932M |
| 2 |
JP Morgan Chase
New York
|
+$66.3M |
| 3 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$54.9M |
| 4 |
AT
Arlington Trust
Birmingham,
Alabama
|
+$39.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$352M |
| 2 |
Goldman Sachs
New York
|
-$68.9M |
| 3 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$55.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.4M |
| 5 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$21.1M |
VYM Hedge Fund Activity: Q4 2023 in Review
1,569 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2023, worth a combined $20.1B — up 13% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 210 funds opened new VYM positions and 60 closed out — a net gain of 150 holders — while 533 added to existing stakes and 618 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $932M. The largest seller was Sumitomo Life Insurance, cutting an estimated $352M.
- 1,569 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2023, up from 1,443 in Q3 2023.
- Funds reported $20.1B of Vanguard High Dividend Yield ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 210 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2023 and 60 closed out, a net change of +150 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q4 2023 was Morgan Stanley, an estimated $932M added.
- The largest Vanguard High Dividend Yield ETF seller in Q4 2023 was Sumitomo Life Insurance, an estimated $352M sold.
Based on aggregated 13F filings for Q4 2023.