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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
DT
601
Diversified Trust
Tennessee
$1.26M +$208K +2,000 +18%
MIM
602
Macroview Investment Management
Maryland
$1.26M +$87.8K +844 +7%
SWA
603
Stratos Wealth Advisors
Ohio
$1.26M +$261K +2,507 +23%
SAM
604
SP Asset Management
California
$1.26M +$10.3K +99 +0.8%
SI
605
Saxon Interests
Texas
$1.25M -$161K -1,546 -11%
VNA
606
Valley National Advisers
Pennsylvania
$1.24M -$30.4K -292 -2%
GCM
607
Gables Capital Management
Florida
$1.24M
IWN
608
Independent Wealth Network
Iowa
$1.23M +$19.7K +189 +1%
OFG
609
Oxford Financial Group
Indiana
$1.22M
CWM
610
Connecticut Wealth Management
Connecticut
$1.22M -$24K -231 -2%
MLA
611
My Legacy Advisors
Oregon
$1.22M -$253K -2,435 -16%
LNB
612
Ledyard National Bank
$1.22M
AA
613
Ancora Advisors
Ohio
$1.22M +$3.12K +30 +0.2%
Koshinski Asset Management
614
Koshinski Asset Management
Illinois
$1.22M +$54.2K +521 +4%
MC
615
Miramar Capital
Illinois
$1.2M -$122K -1,169 -9%
SWM
616
Spire Wealth Management
Virginia
$1.2M -$111K -1,066 -8%
D
617
Dentgroup
Louisiana
$1.2M +$4.99K +48 +0.4%
NSIM
618
North Star Investment Management
Illinois
$1.2M +$66.1K +636 +5%
ACM
619
Advisors Capital Management
New Jersey
$1.2M -$807K -7,762 -42%
CMBA
620
C.M. Bidwell & Associates
Hawaii
$1.2M +$1.04K +10 +0.1%
SWM
621
Soundmark Wealth Management
Washington
$1.19M +$1.04K +10 +0.1%
3F
622
360 Financial
Minnesota
$1.19M +$93.3K +897 +8%
AWM
623
Aevitas Wealth Management
Massachusetts
$1.18M +$18.5K +178 +1%
JIC
624
Johnson Investment Counsel
Ohio
$1.18M +$132K +1,271 +11%
BWP
625
Balboa Wealth Partners
Arizona
$1.18M +$1.29M +12,451 New

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.