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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
PCA
826
Personal Capital Advisors
California
$580K +$303K +2,915 +91%
FNBOMD
827
First National Bank of Mount Dora
Florida
$579K -$22.8K -219 -3%
GCA
828
Gradient Capital Advisors
California
$577K +$149K +1,433 +31%
TC
829
Telemus Capital
Michigan
$574K -$8.73K -84 -1%
GPFA
830
Game Plan Financial Advisors
Ohio
$569K
RHBC
831
R.H. Bluestein & Co
Michigan
$568K
AC
832
Apella Capital
Connecticut
$565K +$2.81K +27 +0.5%
ADL
833
Asset Dedication LLC
California
$560K +$615K +5,916 New
WWG
834
West Wealth Group
California
$559K -$174K -1,670 -22%
FWM
835
Fingerlakes Wealth Management
New York
$559K -$4.89K -47 -0.8%
ACA
836
Atlas Capital Advisors
Wyoming
$556K +$140K +1,350 +30%
CAG
837
Curtis Advisory Group
California
$556K -$70.7K -680 -10%
GC
838
Grimes & Company
Massachusetts
$556K +$3.22K +31 +0.5%
VHAM
839
Van Hulzen Asset Management
California
$553K -$1.25K -12 -0.2%
GPA
840
Garrison Point Advisors
California
$553K
CT
841
Caldwell Trust
Florida
$551K +$29.1K +280 +5%
NF
842
Norwood Financial
Pennsylvania
$543K -$5.2K -50 -0.9%
WG
843
Welch Group
Alabama
$543K +$17.4K +167 +3%
KFI
844
Key Financial Inc
Pennsylvania
$542K
ARC
845
Advisor Resource Council
Texas
$539K -$4.05M -38,992 -87%
RFA
846
Resurgent Financial Advisors
Georgia
$538K -$30.1K -289 -5%
NEPPG
847
New England Professional Planning Group
Rhode Island
$536K
WFAG
848
Wescott Financial Advisory Group
Pennsylvania
$536K +$936 +9 +0.2%
RWA
849
Redhawk Wealth Advisors
Minnesota
$533K
VFA
850
Voya Financial Advisors
Connecticut
$533K +$111K +1,063 +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.