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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
AWM
726
Axxcess Wealth Management
California
$803K +$204K +1,958 +30%
CCM
727
Covington Capital Management
California
$799K -$21.8K -210 -2%
WA1
728
Wimmer Associates 1
California
$793K -$10.4K -100 -1%
PFWA
729
Paces Ferry Wealth Advisors
Georgia
$793K +$6.66K +64 +0.8%
TW
730
Transform Wealth
Colorado
$789K +$38.5K +370 +5%
BFG
731
Bouchey Financial Group
New York
$787K
MCM
732
Morton Capital Management
California
$785K +$104 +1 +0%
SC
733
Savant Capital
Illinois
$776K +$2.81K +27 +0.3%
NEGWA
734
New England Guild Wealth Advisors
Connecticut
$772K
PMFA
735
Plante Moran Financial Advisors
Michigan
$764K +$241K +2,321 +40%
MFA
736
McClarren Financial Advisors
Pennsylvania
$762K +$836K +8,039 New
CF
737
Copperwynd Financial
Arizona
$761K -$98.3K -945 -11%
B
738
Bellecapital
Switzerland
$760K
HWA
739
Heritage Wealth Advisors
Virginia
$759K
GP
740
Girard Partners
Pennsylvania
$753K +$308K +2,962 +60%
Citadel Advisors
741
Citadel Advisors
Florida
$752K +$824K +7,919 New
DWM
742
Dopkins Wealth Management
New York
$750K
Marshall Wace
743
Marshall Wace
United Kingdom
$750K +$177K +1,700 +27%
MA
744
Mezzasalma Advisors
New Jersey
$745K
CC
745
Courier Capital
New York
$745K +$1.35K +13 +0.2%
LNWTC
746
Laird Norton Wetherby Trust Company
Washington
$739K
DFA
747
DHK Financial Advisors
New Hampshire
$736K +$6.24K +60 +0.8%
ZIC
748
ZWJ Investment Counsel
Georgia
$726K +$5.2K +50 +0.7%
BL
749
BFSG LLC
California
$724K
F
750
F3Logic
Minnesota
$722K -$189K -1,820 -19%

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.