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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
PFWA
701
Paces Ferry Wealth Advisors
Georgia
$940K -$3.35K -30 -0.4%
FFA
702
Fragasso Financial Advisors
Pennsylvania
$940K +$50.6K +454 +6%
PP
703
PDS Planning
Ohio
$933K +$115K +1,027 +14%
KWM
704
Kingsview Wealth Management
Oregon
$933K +$15.9K +143 +2%
MCM
705
Morton Capital Management
California
$928K
TMWM
706
Taylor & Morgan Wealth Management
Michigan
$928K +$208K +1,861 +29%
SOS
707
Silver Oak Securities
Tennessee
$923K +$908K +8,142 New
BWM
708
Birchcreek Wealth Management
Ohio
$922K +$8.25K +74 +0.9%
TYCC
709
Texas Yale Capital Corp
Florida
$921K
RC
710
RegentAtlantic Capital
New Jersey
$915K -$7.81K -70 -0.9%
NEGWA
711
New England Guild Wealth Advisors
Connecticut
$913K
LNWTC
712
Laird Norton Wetherby Trust Company
Washington
$908K
BFG
713
Bouchey Financial Group
New York
$905K
RCAG
714
Rehmann Capital Advisory Group
Michigan
$904K -$15.3K -137 -2%
IF
715
Intrua Financial
Texas
$904K +$75.8K +680 +9%
SIA
716
Sage Investment Advisers
New York
$897K -$39.8K -357 -4%
HWA
717
Heritage Wealth Advisors
Virginia
$897K
FCBT
718
First Citizens Bank & Trust
North Carolina
$896K -$277K -2,485 -24%
RIM
719
Rockbridge Investment Management
New York
$895K -$33K -296 -4%
WSTAM
720
Wilbanks Smith & Thomas Asset Management
Virginia
$895K -$60.7K -544 -6%
MFA
721
McClarren Financial Advisors
Pennsylvania
$893K -$53.5K -480 -6%
TW
722
Transform Wealth
Colorado
$892K
DWM
723
Dopkins Wealth Management
New York
$887K -$27.3K -245 -3%
AWM
724
Altium Wealth Management
New York
$887K -$2.23K -20 -0.3%
HIC
725
Holderness Investments Company
North Carolina
$886K +$99.9K +896 +13%

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.