We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF

1,452 hedge funds and large institutions have $17.4B invested in Vanguard High Dividend Yield ETF in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 574 increasing their positions, 556 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

535% more call options, than puts

Call options by funds: $202M | Put options by funds: $31.8M

43% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 70

1% more funds holding

Funds holding: 1,4341,452 (+18)

4% more capital invested

Capital invested by funds: $16.8B → $17.4B (+$592M)

3% more repeat investments, than reductions

Existing positions increased: 574 | Existing positions reduced: 556

0.68% more ownership

Funds ownership: 35.38%36.06% (+0.68%)

5% less funds holding in top 10

Funds holding in top 10: 175166 (-9)

Holders
1,452
Holders Change
+18
Holders Change %
+1.26%
% of All Funds
22.8%
Holding in Top 10
166
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.14%
% of All Funds
2.61%
New
100
Increased
574
Reduced
556
Closed
70
Calls
$202M
Puts
$31.8M
Net Calls
+$170M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
Twele Capital Management
Minnesota
$32.2M +$3.96M +37,746 +14%
KeyBank National Association
77
KeyBank National Association
Ohio
$32.2M -$505K -4,817 -2%
OCG
78
Opus Capital Group
Ohio
$32.1M +$26.7K +255 +0.1%
ST
79
Sabal Trust
Florida
$32M -$330K -3,146 -1%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$30.6M +$50.2K +479 +0.2%
AWS
81
Atria Wealth Solutions
New York
$30.2M +$986K +9,400 +3%
CCA
82
Conservest Capital Advisors
Pennsylvania
$29.4M +$1.28M +12,231 +5%
Lido Advisors
83
Lido Advisors
California
$28.8M -$1.81M -17,254 -6%
CA
84
Cornerstone Advisory
Maryland
$28.1M +$391K +3,727 +1%
PWMAG
85
Pinnacle Wealth Management Advisory Group
New Jersey
$28M -$30.3K -289 -0.1%
MWC
86
MBM Wealth Consultants
Missouri
$27.9M +$3.83M +36,552 +16%
RRA
87
Round Rock Advisors
Connecticut
$27.9M -$77.6K -740 -0.3%
BWM
88
Benchmark Wealth Management
Connecticut
$27.8M +$1.42M +13,512 +5%
FNBT
89
FineMark National Bank & Trust
Florida
$27.3M +$538K +5,128 +2%
USAA
90
United Services Automobile Association
Texas
$26.9M -$259K -2,471 -1%
CH
91
CVS Health
Rhode Island
$26.7M +$4.11M +39,200 +18%
R
92
Rebalance
California
$26.4M -$39.4M -375,886 -60%
CG
93
Colony Group
Massachusetts
$26.3M -$116M -1,104,212 -82%
WT
94
Washington Trust
Rhode Island
$26.3M -$14.2K -135 -0.1%
AAS
95
Avantax Advisory Services
Texas
$26.2M -$1.98M -18,861 -7%
HWA
96
Heartwood Wealth Advisors
Virginia
$26.2M +$616K +5,870 +2%
SL
97
Salomon & Ludwin
Virginia
$25.8M -$284K -2,707 -1%
AWM
98
Act Wealth Management
Texas
$25.7M +$1.5M +14,314 +6%
RFC
99
Regions Financial Corp
Alabama
$25.4M -$2.61M -24,839 -9%
AAMC
100
Asset Allocation & Management Company
Illinois
$25.1M -$103K -980 -0.4%

VYM Hedge Fund Activity: Q2 2023 in Review

1,452 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2023, worth a combined $17.4B — up 3.5% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VYM positions and 70 closed out — a net gain of 30 holders — while 574 added to existing stakes and 556 trimmed.

The largest buyer was Sumitomo Life Insurance, opening a new position worth an estimated $1.07B. The largest seller was Charles Schwab, cutting an estimated $400M.

  • 1,452 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2023, up from 1,434 in Q1 2023.
  • Funds reported $17.4B of Vanguard High Dividend Yield ETF stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 100 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2023 and 70 closed out, a net change of +30 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2023 was Sumitomo Life Insurance, an estimated $1.07B added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2023 was Charles Schwab, an estimated $400M sold.

Based on aggregated 13F filings for Q2 2023.