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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
EFG
851
Everhart Financial Group
Ohio
$532K -$104K -1,000 -15%
GVAG
852
Great Valley Advisor Group
Delaware
$532K -$16.7K -161 -3%
RCA
853
Resonant Capital Advisors
Wisconsin
$531K
CSWM
854
Cassady Schiller Wealth Management
Ohio
$531K +$936 +9 +0.2%
BWL
855
Bogart Wealth LLC
Virginia
$529K +$38K +365 +7%
MC
856
Mathes Company
New York
$528K
PWMG
857
Provence Wealth Management Group
California
$527K +$312 +3 +0.1%
YIA
858
YHB Investment Advisors
Connecticut
$527K +$15.1K +145 +3%
MFGP
859
Marshall Financial Group (Pennsylvania)
Pennsylvania
$524K +$3.33K +32 +0.6%
WAM
860
WNY Asset Management
New York
$524K +$32.7K +314 +6%
TWP
861
Tempus Wealth Planning
California
$523K +$27K +260 +5%
AWM
862
Angeles Wealth Management
California
$521K +$3.54K +34 +0.6%
CWM
863
Cedar Wealth Management
California
$519K +$1.46K +14 +0.3%
FIA
864
Foundations Investment Advisors
Arizona
$514K +$563K +5,417 New
TT
865
TI-Trust
Illinois
$512K -$9.36K -90 -2%
TA
866
TFG Advisers
Michigan
$512K +$29.6K +285 +6%
BIA
867
Bigelow Investment Advisors
Maine
$510K +$20.8K +200 +4%
TWC
868
TD Waterhouse Canada
Ontario, Canada
$509K +$313K +3,011 +186%
GTAM
869
Global Trust Asset Management
Florida
$507K -$47K -452 -8%
OSAM
870
O'Shaughnessy Asset Management
Connecticut
$506K +$181K +1,737 +48%
CA
871
Continuum Advisory
Idaho
$505K +$208 +2 +0%
AFG
872
Allegheny Financial Group
Pennsylvania
$504K +$56.1K +539 +11%
RT
873
Rockland Trust
Massachusetts
$503K -$58.2K -560 -10%
BFA
874
Beacon Financial Advisory
Ohio
$503K +$1.98K +19 +0.4%
VWA
875
Visionary Wealth Advisors
Illinois
$501K +$2.81K +27 +0.5%

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.