We are live on ! Find out more
VYM icon

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
476
Eukles Asset Management
Ohio
$2.3M +$42.5K +409 +2%
TCOV
477
Trust Company of Vermont
Vermont
$2.3M +$139K +1,336 +6%
MPM
478
Meritage Portfolio Management
Kansas
$2.29M +$172K +1,653 +7%
BBNA
479
Bremer Bank National Association
Minnesota
$2.27M -$81K -779 -3%
EWA
480
EP Wealth Advisors
California
$2.27M +$804K +7,732 +48%
IWM
481
IHT Wealth Management
Illinois
$2.25M +$1.24M +11,913 +101%
PBF
482
Petix & Botte Financial
California
$2.24M -$34.5K -332 -1%
WP
483
Wealthspan Partners
Iowa
$2.24M +$1.14M +10,941 +87%
V
484
VeraBank
Texas
$2.22M -$83.2K -800 -3%
PCFFS
485
Pacific Center for Financial Services
California
$2.21M +$155K +1,492 +7%
Chevy Chase Trust
486
Chevy Chase Trust
Maryland
$2.19M
MCM
487
MAI Capital Management
Ohio
$2.19M +$197K +1,898 +9%
CHA
488
Carmichael Hill & Associates
Maryland
$2.18M +$763K +7,337 +47%
CPWM
489
Cypress Point Wealth Management
Texas
$2.18M
CNBTD
490
Citizens National Bank Trust Department
Mississippi
$2.17M -$187K -1,802 -7%
NWM
491
NEIRG Wealth Management
Massachusetts
$2.16M
CCP
492
Corient Capital Partners
California
$2.15M
SFS
493
Sowell Financial Services
Arkansas
$2.15M -$960K -9,236 -29%
YWS
494
Yarger Wealth Strategies
Ohio
$2.14M +$1.46M +14,046 +166%
WCM
495
Windham Capital Management
Massachusetts
$2.13M
SVWAG
496
Sound View Wealth Advisors Group
Georgia
$2.13M +$8.42K +81 +0.4%
CI
497
CX Institutional
Indiana
$2.12M -$1.79M -17,222 -44%
SFCL
498
Strengthening Families & Communities LLC
Massachusetts
$2.11M +$147K +1,409 +7%
BA
499
Bristlecone Advisors
Washington
$2.09M -$1.07M -10,247 -32%
BHBT
500
Burke & Herbert Bank & Trust
Virginia
$2.08M +$171K +1,641 +8%

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.