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Vanguard High Dividend Yield ETF

1,341 hedge funds and large institutions have $15B invested in Vanguard High Dividend Yield ETF in 2022 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 629 increasing their positions, 379 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $165M | Put options by funds: $32.8M

130% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 53

66% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 379

12% more funds holding in top 10

Funds holding in top 10: 129144 (+15)

6% more capital invested

Capital invested by funds: $14.1B → $15B (+$840M)

4% more funds holding

Funds holding: 1,2931,341 (+48)

0.09% less ownership

Funds ownership: 33.94%33.85% (-0.09%)

Holders
1,341
Holders Change
+48
Holders Change %
+3.71%
% of All Funds
21.15%
Holding in Top 10
144
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.63%
% of All Funds
2.27%
New
122
Increased
629
Reduced
379
Closed
53
Calls
$165M
Puts
$32.8M
Net Calls
+$133M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
676
Cornercap Investment Counsel
Georgia
$1.02M +$1.02M +9,135 New
BPWM
677
Badgley Phelps Wealth Managers
Washington
$1.02M +$754K +6,763 +286%
SW
678
StrongBox Wealth
Missouri
$1M +$4.46K +40 +0.5%
NEWAS
679
N.E.W. Advisory Services
Wisconsin
$999K -$123K -1,106 -10%
VFA
680
Valeo Financial Advisors
Indiana
$996K +$182K +1,634 +23%
WB
681
Webster Bank
Connecticut
$985K -$25.1K -225 -3%
MHS
682
M Holdings Securities
Oregon
$984K +$978K +8,767 New
LAM
683
LifePro Asset Management
California
$980K +$299K +2,678 +44%
SC
684
Savant Capital
Illinois
$979K -$194K -1,742 -17%
DT
685
Diversified Trust
Tennessee
$978K +$112K +1,003 +13%
HNB
686
Huntington National Bank
Ohio
$974K
RW
687
REDW Wealth
New Mexico
$973K
LC
688
Lindbrook Capital
California
$973K +$12.7K +114 +1%
AAS
689
Annex Advisory Services
Wisconsin
$969K +$268K +2,399 +39%
MLA
690
My Legacy Advisors
Oregon
$969K +$963K +8,635 New
NAS
691
Nicolet Advisory Services
Wisconsin
$968K +$65.8K +590 +7%
ACM
692
Alamar Capital Management
California
$967K
LA
693
Legacy Advisors
Pennsylvania
$967K +$961K +8,617 New
OC
694
Oppenheimer & Co
New York
$966K +$227K +2,037 +31%
Two Sigma Advisers
695
Two Sigma Advisers
New York
$965K -$7.12M -63,800 -88%
BCP
696
Blue Chip Partners
Michigan
$958K +$9.7K +87 +1%
KA
697
Klingman & Associates
New York
$958K +$21.3K +191 +2%
CHJWM
698
Carlton Hofferkamp & Jenks Wealth Management
Texas
$955K +$781 +7 +0.1%
MWM
699
Madison Wealth Management
Ohio
$949K +$18.5K +166 +2%
F
700
F3Logic
Minnesota
$941K +$663K +5,945 +245%

VYM Hedge Fund Activity: Q1 2022 in Review

1,341 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2022, worth a combined $15B — up 5.9% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new VYM positions and 53 closed out — a net gain of 69 holders — while 629 added to existing stakes and 379 trimmed.

The largest buyer was Swiss Re, opening a new position worth an estimated $148M. The largest seller was Bank of America, cutting an estimated $457M.

  • 1,341 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2022, up from 1,293 in Q4 2021.
  • Funds reported $15B of Vanguard High Dividend Yield ETF stock for Q1 2022, up 5.9% quarter-over-quarter.
  • 122 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2022 and 53 closed out, a net change of +69 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2022 was Swiss Re, an estimated $148M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2022 was Bank of America, an estimated $457M sold.

Based on aggregated 13F filings for Q1 2022.