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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
JGIA
901
Jackson Grant Investment Advisers
Connecticut
$522K +$519K +4,650 New
PWLP
902
Prio Wealth Limited Partnership
Massachusetts
$520K
JWCA
903
J.W. Coons Advisors
Ohio
$518K +$112 +1 +0%
WA
904
Wealth Architects
California
$518K +$270K +2,423 +110%
FFG
905
Frisch Financial Group
New York
$518K +$514K +4,611 New
AF
906
Affiance Financial
Minnesota
$517K -$33.8K -303 -6%
RWA
907
River Wealth Advisors
Pennsylvania
$516K +$781 +7 +0.2%
HIP
908
Harrell Investment Partners
Texas
$516K +$512K +4,594 New
RGF
909
Retirement Guys Formula
Ohio
$515K -$461K -4,132 -47%
ASBI
910
American State Bank (Iowa)
Iowa
$514K
KLCM
911
KG&L Capital Management
Louisiana
$513K +$36.8K +330 +8%
CWM
912
Cahaba Wealth Management
Georgia
$512K +$94.6K +848 +22%
WA1
913
Wimmer Associates 1
California
$512K +$134K +1,198 +36%
CSWM
914
Cassady Schiller Wealth Management
Ohio
$511K
MWM
915
Meridian Wealth Management
Kentucky
$511K +$446 +4 +0.1%
SC
916
Steph & Co
Wisconsin
$510K
Neuberger Berman Group
917
Neuberger Berman Group
New York
$507K +$132K +1,183 +36%
CT
918
Cambridge Trust
Massachusetts
$506K -$25.2K -226 -5%
WSFS
919
Wilmington Savings Fund Society
Delaware
$505K
REMPR
920
Roof Eidam Maycock Peralta (REMP)
California
$505K +$134K +1,200 +36%
CFMC
921
Curbstone Financial Management Corp
New Hampshire
$504K
WF
922
WoodTrust Financial
Wisconsin
$504K +$83.4K +748 +20%
UCB
923
United Community Bank
South Carolina
$504K -$32.3K -290 -6%
CPIG
924
Chicago Partners Investment Group
Illinois
$503K -$23.6K -212 -4%
WPP
925
Whalerock Point Partners
Rhode Island
$500K

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.