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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
NEPPG
826
New England Professional Planning Group
Rhode Island
$638K
RWA
827
Redhawk Wealth Advisors
Minnesota
$631K
BAS
828
Brown Advisory Securities
Maryland
$628K -$251K -2,250 -29%
ORC
829
O'Rourke & Company
Massachusetts
$628K +$50K +448 +9%
SWA
830
SOA Wealth Advisors
New York
$626K -$6.47K -58 -1%
MC
831
Mathes Company
New York
$625K
WG
832
Welch Group
Alabama
$624K +$79.2K +710 +15%
GWM
833
Greenwich Wealth Management
Connecticut
$624K +$84.8K +760 +16%
PWMG
834
Provence Wealth Management Group
California
$623K
MFA
835
Mayflower Financial Advisors
Massachusetts
$623K +$22.5K +202 +4%
FNBOMD
836
First National Bank of Mount Dora
Florida
$620K -$8.92K -80 -1%
FA
837
Fiducient Advisors
Illinois
$617K +$612K +5,490 New
PWM
838
Perigon Wealth Management
California
$614K +$1.23K +11 +0.2%
MFGP
839
Marshall Financial Group (Pennsylvania)
Pennsylvania
$613K +$2.68K +24 +0.4%
AWM
840
Angeles Wealth Management
California
$613K +$609K +5,459 New
MIAS
841
Mason Investment Advisory Services
Virginia
$612K +$70.7K +634 +13%
CWM
842
Cedar Wealth Management
California
$611K +$1.23K +11 +0.2%
HFA
843
HC Financial Advisors
California
$610K -$43.5K -390 -7%
AF
844
Advisornet Financial
Minnesota
$610K +$20.7K +186 +4%
PMFA
845
Plante Moran Financial Advisors
Michigan
$610K +$248K +2,224 +69%
YIA
846
YHB Investment Advisors
Connecticut
$608K -$25.1K -225 -4%
MCM
847
Monument Capital Management
Virginia
$607K -$610K -5,467 -50%
SWM
848
SFG Wealth Management
Maryland
$606K -$78.1K -700 -11%
GVAG
849
Great Valley Advisor Group
Delaware
$606K -$77.1K -691 -11%
AP
850
Appleton Partners
Massachusetts
$605K -$126K -1,128 -17%

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.