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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
AIM
1026
Acropolis Investment Management
Missouri
$319K
HCC
1027
Hirtle Callaghan & Co
Pennsylvania
$318K -$232K -2,229 -40%
ZIG
1028
Zuckerman Investment Group
Illinois
$317K
COCM
1029
Charter Oak Capital Management
New Hampshire
$317K +$63.5K +611 +22%
BC
1030
Barrett & Company
Rhode Island
$316K +$303K +2,918 New
SIAG
1031
Safeguard Investment Advisory Group
California
$312K -$1.98K -19 -0.6%
ISL
1032
Ingalls & Snyder LLC
New York
$312K
MA
1033
Maxele Advisors
Missouri
$312K +$39.5K +380 +13%
GAG
1034
GM Advisory Group
New York
$311K -$1.25K -12 -0.4%
MG
1035
MilWealth Group
Wisconsin
$310K
MPPW
1036
Mitchell & Pahl Private Wealth
Oklahoma
$309K
WGCA
1037
Wolf Group Capital Advisors
Virginia
$308K
VFP
1038
Verus Financial Partners
Virginia
$308K +$58.5K +563 +22%
FWCM
1039
Ferguson Wellman Capital Management
Oregon
$306K -$66.5K -639 -17%
APIM
1040
Agate Pass Investment Management
Washington
$306K -$48.9K -470 -13%
MA
1041
MONECO Advisors
Connecticut
$306K +$520 +5 +0.2%
AWCI
1042
Alpine Woods Capital Investors
New York
$304K
TI
1043
Tidal Investments
Wisconsin
$303K +$333K +3,198 New
BAAM
1044
Baker Avenue Asset Management
California
$302K +$331K +3,180 New
BG
1045
Benedetti & Gucer
Georgia
$301K -$67.5K -649 -17%
TPWM
1046
Twelve Points Wealth Management
Massachusetts
$301K +$19.7K +189 +6%
AIP
1047
Ameritas Investment Partners
Nebraska
$300K
Luther King Capital Management (LKCM)
1048
Luther King Capital Management (LKCM)
Texas
$299K
WCF
1049
West Coast Financial
California
$298K -$75.4K -725 -19%
NB
1050
NBT Bank
New York
$297K -$2.6K -25 -0.8%

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.