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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
JG
976
Jefferies Group
New York
$372K
UCB
977
United Community Bank
South Carolina
$371K
TIA
978
Traphagen Investment Advisors
New Jersey
$369K +$404K +3,888 New
LRPA
979
L. Roy Papp & Associates
Arizona
$368K
SC
980
SouthState Corp
Florida
$366K
KOMWMG
981
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$363K +$9.78K +94 +3%
LC
982
LCNB Corp
Ohio
$362K
HA
983
HC Advisors
Georgia
$362K +$41K +394 +12%
AWM
984
Aspire Wealth Management
Massachusetts
$360K
CT
985
Cambridge Trust
Massachusetts
$358K -$48.9K -470 -11%
SFP
986
Sandbox Financial Partners
Maryland
$357K
AFC
987
AFT Forsyth & Company
Florida
$357K +$728 +7 +0.2%
PGAM
988
Princeton Global Asset Management
New Jersey
$354K -$4.06K -39 -1%
AAS
989
Annex Advisory Services
Wisconsin
$353K +$416 +4 +0.1%
IP
990
Ignite Planners
California
$352K -$11.8K -113 -3%
SCFS
991
S.C. Financial Services
Arizona
$351K -$70.9K -682 -16%
Two Sigma Advisers
992
Two Sigma Advisers
New York
$351K +$385K +3,700 New
MA
993
Montag & Associates
Georgia
$350K
MWM
994
MBE Wealth Management
Wisconsin
$349K -$162K -1,556 -30%
WH
995
Willner & Heller
California
$347K +$28.3K +272 +8%
FMII
996
Farmers & Merchants Investments Inc
Nebraska
$346K +$49.7K +478 +15%
MMHP
997
Murphy Middleton Hinkle & Parker
Georgia
$345K +$1.14K +11 +0.3%
SWA
998
Sax Wealth Advisors
New Jersey
$345K +$29.1K +280 +8%
FF
999
Financial Futures
New Jersey
$344K -$10.6K -102 -3%
CAMG
1000
CWA Asset Management Group
Florida
$344K -$312 -3 -0.1%

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.