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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
LP
801
Lloyd Park
Illinois
$699K
RFA
802
Resurgent Financial Advisors
Georgia
$698K +$200K +1,789 +40%
LJAC
803
L.J. Altfest & Co
New York
$694K +$65.6K +588 +11%
FF
804
FourThought Financial
Florida
$694K +$664K +5,955 +2,589%
CB
805
Cadence Bank
Mississippi
$690K -$50.2K -450 -7%
RIG
806
Roosevelt Investment Group
New York
$686K -$34K -305 -5%
TC
807
Telemus Capital
Michigan
$682K -$310K -2,777 -31%
LPT
808
Legacy Private Trust
Wisconsin
$678K
ADL
809
Asset Dedication LLC
California
$675K -$119K -1,070 -15%
GPFA
810
Game Plan Financial Advisors
Ohio
$674K
RHBC
811
R.H. Bluestein & Co
Michigan
$672K +$668K +5,986 New
NF
812
Norwood Financial
Pennsylvania
$668K -$59.7K -535 -8%
RCA
813
Resonant Capital Advisors
Wisconsin
$665K
GC
814
Grimes & Company
Massachusetts
$663K -$1.23K -11 -0.2%
MFW
815
Meristem Family Wealth
Minnesota
$660K -$516K -4,627 -44%
Jane Street
816
Jane Street
New York
$659K -$429K -3,843 -40%
GPA
817
Garrison Point Advisors
California
$654K
GTAM
818
Global Trust Asset Management
Florida
$652K +$279K +2,504 +76%
FTS
819
Fifth Third Securities
Ohio
$651K -$3.01K -27 -0.5%
RT
820
Rockland Trust
Massachusetts
$648K -$5.35K -48 -0.8%
CFG
821
Citizens Financial Group
Rhode Island
$647K +$643K +5,762 New
FSA
822
Fort Sheridan Advisors
Illinois
$646K +$11.3K +101 +2%
SCM
823
SOL Capital Management
Maryland
$642K +$4.46K +40 +0.7%
CT
824
Caldwell Trust
Florida
$641K +$23.4K +210 +4%
KFI
825
Key Financial Inc
Pennsylvania
$641K +$180K +1,618 +40%

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.