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.
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: 1,434 → 1,452 (+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: 175 → 166 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$1.07B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$27.7M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$23.2M |
| 5 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$400M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$119M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$116M |
| 4 |
SR
Swiss Re
Zurich,
Switzerland
|
-$76.9M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$49.8M |
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.