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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
MG
651
Mather Group
Illinois
$1.06M -$126K -1,210 -10%
Prudential Financial
652
Prudential Financial
New Jersey
$1.06M +$233K +2,241 +26%
Wolverine Trading
653
Wolverine Trading
Illinois
$1.05M +$1.14M +10,938 New
NCM
654
Novare Capital Management
North Carolina
$1.05M
SIA
655
Sage Investment Advisers
New York
$1.05M +$401K +3,859 +54%
Franklin Resources
656
Franklin Resources
California
$1.05M
RDWM
657
Red Door Wealth Management
Tennessee
$1.05M +$91.3K +878 +9%
AFO
658
Allie Family Office
Florida
$1.04M +$222K +2,135 +24%
SC
659
Schubert & Co
Texas
$1.04M +$2.5K +24 +0.2%
PMG
660
ProVise Management Group
Florida
$1.04M -$17.5K -168 -2%
DI
661
DFPG Investments
Utah
$1.03M -$936 -9 -0.1%
AC
662
Anson Capital
Georgia
$1.03M -$520 -5 -0%
NEWAS
663
N.E.W. Advisory Services
Wisconsin
$1.02M +$20.6K +198 +2%
CWM
664
Circle Wealth Management
New Jersey
$1.02M +$520 +5 +0%
MPCL
665
My Personal CFO LLC
Washington
$1.02M -$145K -1,399 -13%
TCBWMS
666
Texas Capital Bank Wealth Management Services
Texas
$1.01M -$434K -4,176 -28%
BCI
667
Brinker Capital Investments
Pennsylvania
$1.01M +$52.2K +502 +5%
UB
668
UMB Bank
Missouri
$1M +$943K +9,068 +614%
LNWWM
669
Laird Norton Wetherby Wealth Management
California
$998K +$7.9K +76 +0.7%
FFS
670
Founders Financial Securities
Maryland
$996K +$221K +2,123 +25%
BWM
671
Birchcreek Wealth Management
Ohio
$989K +$9.57K +92 +0.9%
AF
672
Advisornet Financial
Minnesota
$982K +$150K +1,444 +16%
ZCM
673
Ziegler Capital Management
Illinois
$980K
PCM
674
Poehling Capital Management
Wisconsin
$975K
VIM
675
Vista Investment Management
Pennsylvania
$975K +$38.9K +374 +4%

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.