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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
FCAM
701
First Citizens Asset Management
North Carolina
$878K +$962K +9,255 New
PFGIA
702
Patriot Financial Group Insurance Agency
Massachusetts
$877K +$113K +1,091 +13%
PG
703
Patten Group
Tennessee
$877K +$148K +1,419 +19%
RWM
704
Ritholtz Wealth Management
New York
$868K +$473K +4,552 +99%
MWM
705
Madison Wealth Management
Ohio
$862K +$18K +173 +2%
FPAS
706
Focus Partners Advisor Solutions
Missouri
$858K +$461K +4,434 +96%
BS
707
Boenning & Scattergood
Pennsylvania
$857K +$29.3K +282 +3%
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$853K +$41.4K +398 +5%
CPO
709
Cerity Partners OCIO
New York
$850K +$123K +1,183 +15%
TFS
710
TrustCore Financial Services
Tennessee
$849K +$625K +6,006 +204%
LC
711
Lindbrook Capital
California
$847K
BCP
712
Blue Chip Partners
Michigan
$839K +$11.5K +111 +1%
OWM
713
Orgel Wealth Management
Wisconsin
$832K +$641K +6,164 +236%
JCM
714
Jacobi Capital Management
Pennsylvania
$831K -$269K -2,589 -23%
WP
715
WealthSource Partners
California
$830K -$168K -1,613 -16%
WAL
716
W Advisors LLC
Tennessee
$829K +$19.8K +190 +2%
SGK
717
Steigerwald Gordon & Koch
Virginia
$828K +$118K +1,136 +15%
RW
718
REDW Wealth
New Mexico
$822K
JBA
719
Johnson Bixby & Associates
Washington
$821K -$56.9K -547 -6%
LA
720
Legacy Advisors
Pennsylvania
$818K
OC
721
Oppenheimer & Co
New York
$817K +$5.72K +55 +0.6%
KA
722
Klingman & Associates
New York
$815K
BCA
723
Bay Colony Advisors
Massachusetts
$814K -$61.5K -591 -6%
WP
724
WealthSpring Partners
California
$806K +$884K +8,498 New
GIA
725
Gladstone Institutional Advisory
Florida
$803K -$144K -1,388 -14%

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.