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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
SSWM
576
Smith Salley Wealth Management
North Carolina
$1.42M -$394K -3,788 -20%
MW
577
Marcum Wealth
Ohio
$1.41M -$17.7K -170 -1%
SWM
578
Silverlake Wealth Management
Vermont
$1.4M +$285K +2,739 +23%
TMWM
579
Taylor & Morgan Wealth Management
Michigan
$1.4M +$402K +3,866 +36%
Sumitomo Mitsui Trust Group
580
Sumitomo Mitsui Trust Group
Japan
$1.39M -$193K -1,856 -11%
PAMG
581
Patton Albertson Miller Group
Tennessee
$1.38M -$9.36K -90 -0.6%
MA
582
MCF Advisors
Kentucky
$1.37M +$112K +1,081 +8%
NWM
583
Northcape Wealth Management
New York
$1.36M +$91.6K +881 +7%
NSAM
584
North Star Asset Management
Wisconsin
$1.34M -$49.9K -480 -3%
KCIA
585
Kingsbury Capital Investment Advisors
Illinois
$1.34M +$332K +3,191 +29%
AIA
586
AIMZ Investment Advisors
California
$1.31M
KA
587
Kovack Advisors
Florida
$1.31M +$190K +1,830 +15%
9WM
588
9258 Wealth Management
Ohio
$1.31M -$26.6K -256 -2%
AIP
589
Ahrens Investment Partners
Louisiana
$1.31M +$8.53K +82 +0.6%
VCP
590
Verus Capital Partners
Arizona
$1.31M +$112K +1,073 +8%
WTC
591
WhitTier Trust Company
Nevada
$1.31M +$2.29K +22 +0.2%
OWM
592
Opes Wealth Management
California
$1.31M +$5.72K +55 +0.4%
LFM
593
Lumina Fund Management
New York
$1.3M
MWM
594
Modera Wealth Management
New Jersey
$1.29M -$350K -3,364 -20%
IAMOG
595
Investors Asset Management of Georgia
Georgia
$1.29M +$4.26K +41 +0.3%
AFAS
596
Acorn Financial Advisory Services
Virginia
$1.29M +$1.4M +13,504 New
FC
597
FCA Corp
Texas
$1.28M +$15.2K +146 +1%
WPC
598
Wedmont Private Capital
Pennsylvania
$1.27M +$192K +1,851 +16%
FCA
599
FinTrust Capital Advisors
South Carolina
$1.27M +$21.5K +207 +2%
HPC
600
HM Payson & Co
Maine
$1.26M -$8.84K -85 -0.6%

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.