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Vanguard High Dividend Yield ETF

1,452 hedge funds and large institutions have $17.4B invested in Vanguard High Dividend Yield ETF in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 574 increasing their positions, 556 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

535% more call options, than puts

Call options by funds: $202M | Put options by funds: $31.8M

43% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 70

1% more funds holding

Funds holding: 1,4341,452 (+18)

4% more capital invested

Capital invested by funds: $16.8B → $17.4B (+$592M)

3% more repeat investments, than reductions

Existing positions increased: 574 | Existing positions reduced: 556

0.68% more ownership

Funds ownership: 35.38%36.06% (+0.68%)

5% less funds holding in top 10

Funds holding in top 10: 175166 (-9)

Holders
1,452
Holders Change
+18
Holders Change %
+1.26%
% of All Funds
22.8%
Holding in Top 10
166
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.14%
% of All Funds
2.61%
New
100
Increased
574
Reduced
556
Closed
70
Calls
$202M
Puts
$31.8M
Net Calls
+$170M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
51
Marino Stram & Associates
Massachusetts
$52.7M +$1.1M +10,520 +2%
PA
52
Pinnacle Associates
New York
$51.5M -$143K -1,367 -0.3%
BOH
53
Bank of Hawaii
Hawaii
$51.1M -$819K -7,813 -2%
HWA
54
HCR Wealth Advisors
California
$49.9M +$3.95M +37,702 +9%
WBG
55
Wharton Business Group
Pennsylvania
$49.6M -$1.95M -18,552 -4%
Cerity Partners
56
Cerity Partners
New York
$49.2M +$1.52M +14,485 +3%
WPW
57
Waldron Private Wealth
Pennsylvania
$44.9M -$4.84M -46,152 -10%
SOWBOCOPL
58
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$42.3M -$829K -7,900 -2%
EH
59
Equitable Holdings
New York
$42M +$3.15M +30,023 +8%
AP
60
Arlington Partners
Alabama
$41.7M -$1.26M -12,018 -3%
MGIA
61
Moneta Group Investment Advisors
Missouri
$41.2M -$21.3K -203 -0.1%
PAG
62
Private Advisor Group
New Jersey
$39.8M -$3.56M -33,932 -8%
IWA
63
Inspirion Wealth Advisors
Illinois
$39.3M +$782K +7,451 +2%
WLIM
64
White Lighthouse Investment Management
Massachusetts
$39.1M +$2.99M +28,488 +8%
CAI
65
Capital Advisors Inc
Oklahoma
$38.7M -$340K -3,238 -0.9%
Corient Private Wealth
66
Corient Private Wealth
Florida
$38.6M +$679K +6,474 +2%
KCG
67
Kinsale Capital Group
Virginia
$38.2M -$2.71M -25,858 -7%
SPIA
68
Steward Partners Investment Advisory
New York
$38.2M -$3.83M -36,550 -9%
ODIJL
69
One Day In July LLC
Vermont
$37.6M +$621K +5,918 +2%
US Bancorp
70
US Bancorp
Minnesota
$37.2M -$1.48M -14,133 -4%
M&T Bank
71
M&T Bank
New York
$37M -$387K -3,689 -1%
SWP
72
Stratos Wealth Partners
Ohio
$35.9M +$1.95M +18,587 +6%
CA
73
Cetera Advisors
Colorado
$34.2M +$3.56M +33,915 +12%
ST
74
Smithfield Trust
Pennsylvania
$32.4M +$1.9M +18,158 +6%
BFG
75
Beacon Financial Group
Texas
$32.2M +$300K +2,857 +0.9%

VYM Hedge Fund Activity: Q2 2023 in Review

1,452 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2023, worth a combined $17.4B — up 3.5% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VYM positions and 70 closed out — a net gain of 30 holders — while 574 added to existing stakes and 556 trimmed.

The largest buyer was Sumitomo Life Insurance, opening a new position worth an estimated $1.07B. The largest seller was Charles Schwab, cutting an estimated $400M.

  • 1,452 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2023, up from 1,434 in Q1 2023.
  • Funds reported $17.4B of Vanguard High Dividend Yield ETF stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 100 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2023 and 70 closed out, a net change of +30 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2023 was Sumitomo Life Insurance, an estimated $1.07B added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2023 was Charles Schwab, an estimated $400M sold.

Based on aggregated 13F filings for Q2 2023.