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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
WA
1101
Wealth Architects
California
$253K -$16.5K -159 -6%
SIA
1102
Schechter Investment Advisors
Michigan
$252K +$23.5K +226 +9%
WFS
1103
Weitzel Financial Services
Iowa
$251K +$7.7K +74 +3%
HSWM
1104
Hubbell Strickland Wealth Management
Louisiana
$251K -$2.91K -28 -1%
FFG
1105
Fullen Financial Group
Ohio
$251K +$1.77K +17 +0.7%
RWP
1106
Revolve Wealth Partners
New Jersey
$250K +$274K +2,638 New
HW
1107
Hamilton Wealth
California
$249K -$13.8M -132,481 -98%
LA
1108
LexAurum Advisors
Kansas
$249K -$106K -1,021 -28%
UAS
1109
United Asset Strategies
New York
$249K
WIM
1110
WealthPlan Investment Management
Nebraska
$249K +$235K +2,262 New
FWSM
1111
First Wilshire Securities Management
California
$247K
SL
1112
SWMG LLC
Texas
$247K +$271K +2,607 New
IFA
1113
Index Fund Advisors
California
$246K -$416K -3,996 -61%
CIBC Asset Management
1114
CIBC Asset Management
Ontario, Canada
$246K -$34.8K -335 -11%
HT
1115
Heritage Trust
Oklahoma
$245K -$12.3K -118 -4%
AA
1116
Alesco Advisors
New York
$244K -$13.9K -134 -5%
1W
1117
1776 Wealth
Georgia
$244K
CIA
1118
Capital Investment Advisors
Georgia
$242K -$19.6K -188 -7%
CT
1119
Coastline Trust
Rhode Island
$242K
VBWMG
1120
Von Berge Wealth Management Group
California
$242K +$261K +2,510 New
TWP
1121
Total Wealth Planning
Ohio
$242K +$266K +2,555 New
AMM
1122
American Money Management
California
$240K +$520 +5 +0.2%
CPWMP
1123
Cardinal Point Wealth Management Partners
California
$239K
H
1124
HoyleCohen
California
$239K +$29.8K +287 +13%
MC
1125
Moors & Cabot
Massachusetts
$238K -$8.32K -80 -3%

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.