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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
CFS
851
CRA Financial Services
New Jersey
$604K +$29.7K +266 +5%
Wealth Enhancement Advisory Services
852
Wealth Enhancement Advisory Services
Minnesota
$604K +$599K +5,368 New
WA
853
Wambolt & Associates
Colorado
$602K -$58.2K -522 -9%
GM
854
GeoWealth Management
Illinois
$602K +$47.4K +425 +9%
TWP
855
Tempus Wealth Planning
California
$601K -$2.5M -22,410 -81%
BFA
856
Beacon Financial Advisory
Ohio
$596K -$74.7K -670 -11%
MWM
857
MBE Wealth Management
Wisconsin
$591K +$19K +170 +3%
AL
858
ADE LLC
Maryland
$590K
RZH
859
Relyea Zuckerberg Hanson
Connecticut
$590K +$323K +2,893 +124%
BRG
860
Bay Rivers Group
Virginia
$582K
TWC
861
TD Waterhouse Canada
Ontario, Canada
$572K +$134K +1,200 +35%
CA
862
Continuum Advisory
Idaho
$572K +$1.11K +10 +0.2%
FFA
863
Freedman Financial Associates
Massachusetts
$572K +$37.7K +338 +7%
ACS
864
Archford Capital Strategies
Illinois
$571K +$60.1K +539 +12%
ATPW
865
Ashton Thomas Private Wealth
Arizona
$571K +$199K +1,788 +54%
ES
866
ETF Store
Kansas
$570K +$17.7K +159 +3%
IBOK
867
Independence Bank of Kentucky
Kentucky
$569K
CA
868
Claris Advisors
Missouri
$562K +$11.8K +106 +2%
TA
869
TFG Advisers
Michigan
$561K +$2.23K +20 +0.4%
IA
870
Insight Advisors
Pennsylvania
$559K -$71.5K -641 -11%
WWG
871
West Wealth Group
California
$559K +$556K +4,987 New
ACM
872
AUA Capital Management
Pennsylvania
$557K -$23.8K -213 -4%
CAM
873
Covenant Asset Management
New Jersey
$555K +$5.13K +46 +0.9%
VHAM
874
Van Hulzen Asset Management
California
$553K +$13.6K +122 +3%
BW
875
Bison Wealth
Georgia
$552K -$9.81K -88 -2%

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.