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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
CHJWM
751
Carlton Hofferkamp & Jenks Wealth Management
Texas
$722K -$117K -1,123 -14%
FFA
752
Fragasso Financial Advisors
Pennsylvania
$722K -$65.4K -629 -8%
SC
753
Steph & Co
Wisconsin
$722K -$14.9K -143 -2%
TFA
754
Tobias Financial Advisors
Florida
$722K
CB
755
CNB Bank
Pennsylvania
$718K +$8.21K +79 +1%
HIC
756
Holderness Investments Company
North Carolina
$713K -$42.2K -406 -5%
VC
757
Vicus Capital
Pennsylvania
$711K +$779K +7,490 New
IF
758
Intrua Financial
Texas
$706K -$66.6K -640 -8%
RIA
759
Richwood Investment Advisors
Ohio
$705K
CMP
760
Courage Miller Partners
Virginia
$704K -$1.56K -15 -0.2%
ACM
761
Alamar Capital Management
California
$699K -$130K -1,250 -15%
SWP
762
Strategic Wealth Partners
Ohio
$699K -$4.78K -46 -0.6%
AIC
763
Archer Investment Corporation
Indiana
$695K
RIL
764
Rothschild Investment LLC
Illinois
$693K
RIM
765
Rockbridge Investment Management
New York
$691K +$16.7K +161 +2%
RPCONE
766
Retirement Planning Company of New England
Rhode Island
$691K +$20.5K +197 +3%
RWP
767
Ridgecrest Wealth Partners
California
$689K
JIP
768
Jaffetilchin Investment Partners
Florida
$681K +$3.54K +34 +0.5%
MSA
769
McAlister Sweet & Associates
Texas
$680K -$4.76M -45,770 -86%
CCG
770
Chatham Capital Group
Georgia
$678K -$25.5K -245 -3%
EWA
771
EverSource Wealth Advisors
Alabama
$675K -$1.98K -19 -0.3%
MJRIC
772
Mogy Joel R Investment Counsel
California
$674K +$8.84K +85 +1%
SCM
773
SOL Capital Management
Maryland
$669K +$125K +1,200 +21%
ACA
774
Ackerman Capital Advisors
Texas
$668K
RZH
775
Relyea Zuckerberg Hanson
Connecticut
$667K +$139K +1,340 +24%

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.