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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
RWP
751
Ridgecrest Wealth Partners
California
$815K -$36.8K -330 -4%
YWS
752
Yarger Wealth Strategies
Ohio
$807K +$75.2K +674 +10%
PG
753
Patten Group
Tennessee
$803K +$51.3K +460 +7%
MJRIC
754
Mogy Joel R Investment Counsel
California
$800K -$221K -1,981 -22%
ZIC
755
ZWJ Investment Counsel
Georgia
$798K -$11.2K -100 -1%
RPCONE
756
Retirement Planning Company of New England
Rhode Island
$793K +$16.3K +146 +2%
ACA
757
Ackerman Capital Advisors
Texas
$790K
HWA
758
HHM Wealth Advisors
Tennessee
$788K +$237K +2,129 +44%
EWA
759
EverSource Wealth Advisors
Alabama
$786K -$17.8K -160 -2%
BL
760
BFSG LLC
California
$786K -$15.6K -140 -2%
ICM
761
Infini Capital Management
Hong Kong
$786K +$781K +7,000 New
IMF
762
Infini Master Fund
Hong Kong
$786K +$781K +7,000 New
BIA
763
Barry Investment Advisors
Massachusetts
$782K +$256K +2,295 +49%
JGCM
764
Joseph Group Capital Management
Ohio
$771K -$3.35K -30 -0.4%
MIA
765
MMBG Investment Advisors
Florida
$771K
WCA
766
Waypoint Capital Advisors
Minnesota
$768K -$5.91K -53 -0.8%
WFAG
767
Wescott Financial Advisory Group
Pennsylvania
$767K +$762K +6,831 New
Financial Engines Advisors
768
Financial Engines Advisors
California
$759K -$65K -583 -8%
MFG
769
Magnus Financial Group
New York
$759K +$16.6K +149 +2%
FNBSF
770
First National Bank Sioux Falls
South Dakota
$758K
JIP
771
Jaffetilchin Investment Partners
Florida
$758K +$18.2K +163 +2%
TWM
772
Titus Wealth Management
California
$758K +$491K +4,406 +188%
BS
773
Boenning & Scattergood
Pennsylvania
$754K +$41.7K +374 +6%
DWM
774
Darwin Wealth Management
Florida
$753K -$28.1K -252 -4%
SDAM
775
Shulman DeMeo Asset Management
New York
$751K +$340K +3,051 +84%

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.