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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
KeyBank National Association
76
KeyBank National Association
Ohio
$28M -$262K -2,520 -0.8%
ST
77
Smithfield Trust
Pennsylvania
$28M -$2.08M -19,960 -6%
OCG
78
Opus Capital Group
Ohio
$27.7M +$888K +8,536 +3%
TCM
79
Twele Capital Management
Minnesota
$26M -$129K -1,242 -0.5%
KMWM
80
Keudell/Morrison Wealth Management
Oregon
$25.6M +$12.4M +119,006 +79%
ONB
81
Old National Bancorp
Indiana
$25.3M -$1.22M -11,710 -4%
CCA
82
Conservest Capital Advisors
Pennsylvania
$25.2M -$26M -249,816 Closed
Jane Street
83
Jane Street
New York
$24.9M +$25.9M +248,928 +1,777%
BWM
84
Benchmark Wealth Management
Connecticut
$24.9M +$579K +5,566 +2%
CA
85
CoreCap Advisors
Michigan
$24.7M +$1.08M +10,341 +4%
USAA
86
United Services Automobile Association
Texas
$24.6M +$12.2M +117,284 +83%
RFC
87
Regions Financial Corp
Alabama
$24.3M +$270K +2,593 +1%
MA
88
MUFG Americas
New York
$24.2M -$593K -5,699 -2%
RRA
89
Round Rock Advisors
Connecticut
$23.9M +$937K +9,011 +4%
SL
90
Salomon & Ludwin
Virginia
$23.8M +$359K +3,449 +1%
AAS
91
Avantax Advisory Services
Texas
$23.3M +$465K +4,470 +2%
ST
92
Sabal Trust
Florida
$23.2M -$900K -8,655 -3%
CA
93
Cetera Advisors
Colorado
$23.2M +$1.53M +14,703 +6%
CA
94
Cornerstone Advisory
Maryland
$22.9M +$700K +6,731 +3%
AAMC
95
Asset Allocation & Management Company
Illinois
$22.5M -$1.57M -15,115 -6%
PWMAG
96
Pinnacle Wealth Management Advisory Group
New Jersey
$21.9M +$297K +2,854 +1%
HWA
97
Heartwood Wealth Advisors
Virginia
$21.6M +$661K +6,359 +3%
MWC
98
MBM Wealth Consultants
Missouri
$21.6M +$1.88M +18,092 +9%
IFAM
99
Institutional & Family Asset Management
Colorado
$21.3M -$464K -4,461 -2%
Lido Advisors
100
Lido Advisors
California
$21M +$2.84M +27,276 +14%

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.