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Vanguard High Dividend Yield ETF

1,324 hedge funds and large institutions have $15.8B invested in Vanguard High Dividend Yield ETF in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 661 increasing their positions, 365 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more call options, than puts

Call options by funds: $170M | Put options by funds: $26.4M

81% more repeat investments, than reductions

Existing positions increased: 661 | Existing positions reduced: 365

10% more funds holding in top 10

Funds holding in top 10: 144159 (+15)

5% more capital invested

Capital invested by funds: $15B → $15.8B (+$811M)

2.65% more ownership

Funds ownership: 33.85%36.5% (+2.6%)

2% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 92

1% less funds holding

Funds holding: 1,3411,324 (-17)

Holders
1,324
Holders Change
-17
Holders Change %
-1.27%
% of All Funds
22.3%
Holding in Top 10
159
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.42%
% of All Funds
2.68%
New
90
Increased
661
Reduced
365
Closed
92
Calls
$170M
Puts
$26.4M
Net Calls
+$144M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
851
Caldwell Trust
Florida
$563K -$19.7K -182 -3%
MFGP
852
Marshall Financial Group (Pennsylvania)
Pennsylvania
$559K +$3.47K +32 +0.6%
FA
853
Fiducient Advisors
Illinois
$558K
TT
854
TI-Trust
Illinois
$558K +$75.9K +700 +15%
AWM
855
Angeles Wealth Management
California
$555K
CWM
856
Cedar Wealth Management
California
$555K +$1.52K +14 +0.3%
HFA
857
HC Financial Advisors
California
$553K +$108 +1 +0%
YIA
858
YHB Investment Advisors
Connecticut
$551K
AP
859
Appleton Partners
Massachusetts
$544K -$4.44K -41 -0.8%
GC
860
Garde Capital
Washington
$542K +$578K +5,334 New
CA
861
Continuum Advisory
Idaho
$541K +$108 +1 +0%
BFA
862
Beacon Financial Advisory
Ohio
$537K -$3.14K -29 -0.5%
NP
863
NorthRock Partners
Minnesota
$535K -$271K -2,501 -32%
AL
864
ADE LLC
Maryland
$535K
ES
865
ETF Store
Kansas
$535K +$2.49K +23 +0.4%
TWP
866
Tempus Wealth Planning
California
$534K -$11.2K -103 -2%
VWA
867
Visionary Wealth Advisors
Illinois
$534K +$140K +1,290 +33%
MWM
868
MBE Wealth Management
Wisconsin
$532K -$4.33K -40 -0.8%
MKA
869
M. Kulyk & Associates
Georgia
$532K +$34.7K +320 +7%
WAM
870
WNY Asset Management
New York
$531K +$114K +1,051 +25%
WF
871
WoodTrust Financial
Wisconsin
$530K +$77.9K +719 +16%
FTS
872
Fifth Third Securities
Ohio
$529K -$64.9K -599 -10%
BWL
873
Bogart Wealth LLC
Virginia
$529K +$366K +3,381 +185%
SWA
874
SOA Wealth Advisors
New York
$527K -$42.5K -392 -7%
BRG
875
Bay Rivers Group
Virginia
$527K