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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
SAM
1051
S.A. Mason
Michigan
$295K +$312 +3 +0.1%
WCM
1052
Weik Capital Management
Pennsylvania
$294K +$38.5K +370 +14%
EL
1053
EMFO LLC
Florida
$291K
FA
1054
FDx Advisors
Illinois
$291K +$44.7K +430 +16%
WAM
1055
WealthTrust Asset Management
Florida
$290K +$75.8K +729 +31%
BAM
1056
Berkshire Asset Management
Pennsylvania
$289K +$2.08K +20 +0.7%
WW
1057
Waterfront Wealth
Kansas
$287K -$61.4K -590 -18%
TWA
1058
TCI Wealth Advisors
Arizona
$287K +$208 +2 +0.1%
GT
1059
Greenleaf Trust
Michigan
$287K +$8.63K +83 +3%
AWA
1060
Arkadios Wealth Advisors
Georgia
$287K +$67.1K +645 +27%
AWG
1061
Altus Wealth Group
Colorado
$286K
MSAM
1062
Moloney Securities Asset Management
Missouri
$286K +$46.3K +445 +17%
PAI
1063
Pittenger & Anderson Inc
Nebraska
$286K +$105K +1,005 +50%
SB
1064
Simmons Bank
Arkansas
$285K
CBT
1065
CoreFirst Bank & Trust
Kansas
$285K +$312K +3,000 New
NGA
1066
Naples Global Advisors
Florida
$282K
MCM
1067
Magnolia Capital Management
New York
$280K +$34.8K +335 +13%
AIA
1068
Avalon Investment & Advisory
Texas
$278K +$305K +2,930 New
MMPW
1069
Mitchell McLeod Pugh & Williams
Alabama
$278K +$305K +2,934 New
HSG
1070
Helen Stephens Group
Texas
$277K +$2.39K +23 +0.8%
SWM
1071
Selective Wealth Management
Virginia
$276K -$94.9K -913 -24%
SAM
1072
Seelaus Asset Management
New Jersey
$276K -$6.55K -63 -2%
MFS
1073
Madrona Financial Services
Washington
$276K
CCG
1074
Coastwise Capital Group
California
$276K +$2.18K +21 +0.7%
Fisher Asset Management
1075
Fisher Asset Management
Washington
$272K +$299K +2,871 New

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.