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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
HHGA
951
Halbert Hargrove Global Advisors
California
$409K +$3.69K +34 +0.9%
VWM
952
Valley Wealth Managers
New Jersey
$408K -$82.6K -762 -16%
SBIA
953
Sheaff Brock Investment Advisors
Indiana
$408K -$12.9K -119 -3%
NIM
954
Northeast Investment Management
Massachusetts
$407K
IFWM
955
Institute for Wealth Management
Colorado
$403K +$9.43K +87 +2%
FC
956
Fusion Capital
South Carolina
$403K +$22.6K +209 +6%
BIAS
957
Beacon Investment Advisory Services
New Jersey
$402K +$33.1K +305 +8%
FFG
958
Frisch Financial Group
New York
$401K -$72.7K -671 -15%
MSS
959
Mitchell Sinkler & Starr
Pennsylvania
$400K
BG
960
Benedetti & Gucer
Georgia
$400K +$11.4K +105 +3%
JG
961
Jefferies Group
New York
$399K +$425K +3,920 New
UCB
962
United Community Bank
South Carolina
$397K -$63.1K -582 -13%
CAG
963
Crestwood Advisors Group
Massachusetts
$394K +$217 +2 +0.1%
LRPA
964
L. Roy Papp & Associates
Arizona
$394K +$12.8K +118 +3%
WCF
965
West Coast Financial
California
$393K
FWCM
966
Ferguson Wellman Capital Management
Oregon
$393K +$84.4K +779 +25%
WA
967
Wealth Alliance
New York
$392K +$101K +933 +32%
SC
968
SouthState Corp
Florida
$392K +$165K +1,526 +65%
T
969
TNF
Montana
$391K -$2.06K -19 -0.5%
EP
970
Eudaimonia Partners
Tennessee
$390K +$191K +1,766 +85%
SWM
971
Selective Wealth Management
Virginia
$389K +$403K +3,718 +3,610%
LC
972
LCNB Corp
Ohio
$388K
MWM
973
MY Wealth Management
Maryland
$388K +$101K +936 +32%
AWM
974
Aspire Wealth Management
Massachusetts
$386K
PGAM
975
Princeton Global Asset Management
New Jersey
$383K -$24.8K -229 -6%