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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
HWMA
951
Heritage Wealth Management (Arizona)
Arizona
$399K
MGIA
952
Matthew Goff Investment Advisor
Texas
$398K +$437K +4,199 New
SFS
953
Security Financial Services
Indiana
$397K +$115K +1,105 +36%
SAMT
954
Select Asset Management & Trust
Pennsylvania
$396K -$58.3K -561 -12%
JWCA
955
J.W. Coons Advisors
Ohio
$396K -$26.9K -259 -6%
OSNBOA
956
Old Second National Bank of Aurora
Illinois
$396K
HCM
957
Highlander Capital Management
New Jersey
$395K -$9.46K -91 -2%
KL
958
KilterHowling LLC
Colorado
$394K -$11.8K -113 -3%
MS
959
Maven Securities
Jersey
$392K -$1.19M -11,458 -73%
CIC
960
Cutler Investment Counsel
Oregon
$392K
TA
961
TrueWealth Advisors
Alabama
$390K +$93.5K +899 +28%
FC
962
Fusion Capital
South Carolina
$388K +$12.8K +123 +3%
Daiwa Securities Group
963
Daiwa Securities Group
Japan
$386K -$7.28K -70 -2%
HHGA
964
Halbert Hargrove Global Advisors
California
$385K +$3.12K +30 +0.7%
RF
965
RHS Financial
California
$382K
CWS
966
Confluence Wealth Services
Pennsylvania
$381K +$82.7K +795 +25%
NIM
967
Northeast Investment Management
Massachusetts
$380K
SBIA
968
Sheaff Brock Investment Advisors
Indiana
$380K
FFG
969
Frisch Financial Group
New York
$380K +$6.55K +63 +2%
IFWM
970
Institute for Wealth Management
Colorado
$379K +$3.64K +35 +0.9%
OPPS
971
Obsidian Personal Planning Solutions
Maryland
$377K -$11.2K -108 -3%
EWM
972
Evercore Wealth Management
New York
$375K +$78K +750 +23%
MKA
973
M. Kulyk & Associates
Georgia
$374K -$134K -1,289 -25%
Walleye Trading
974
Walleye Trading
New York
$374K +$410K +3,940 New
SCA
975
Stonebridge Capital Advisors
Minnesota
$373K +$275K +2,646 +206%

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.