Vanguard High Dividend Yield ETF
1,434 hedge funds and large institutions have $16.8B invested in Vanguard High Dividend Yield ETF in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 600 increasing their positions, 493 reducing their positions, and 87 closing their positions.
960% more call options, than puts
Call options by funds: $190M | Put options by funds: $17.9M
22% more repeat investments, than reductions
Existing positions increased: 600 | Existing positions reduced: 493
16% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 87
1.55% less ownership
Funds ownership: 36.92% → 35.38% (-1.5%)
2% less funds holding
Funds holding: 1,466 → 1,434 (-32)
10% less funds holding in top 10
Funds holding in top 10: 194 → 175 (-19)
38% less capital invested
Capital invested by funds: $27.1B → $16.8B (-$10.3B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$346M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$50.1M |
| 3 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$42.4M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$29.5M |
| 5 |
BB
Bell Bank
Fargo,
North Dakota
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$519M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$468M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$61.6M |
| 4 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$36.3M |
| 5 |
Jane Street
New York
|
-$29.8M |
VYM Hedge Fund Activity: Q1 2023 in Review
1,434 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2023, worth a combined $16.8B — down 38% from $27.1B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new VYM positions and 87 closed out — a net gain of 14 holders — while 600 added to existing stakes and 493 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $346M. The largest seller was Sumitomo Life Insurance, exiting entirely with an estimated $519M sold.
- 1,434 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2023, down from 1,466 in Q4 2022.
- Funds reported $16.8B of Vanguard High Dividend Yield ETF stock for Q1 2023, down 38% quarter-over-quarter.
- 101 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2023 and 87 closed out, a net change of +14 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q1 2023 was Vanguard Group, an estimated $346M added.
- The largest Vanguard High Dividend Yield ETF seller in Q1 2023 was Sumitomo Life Insurance, an estimated $519M sold.
Based on aggregated 13F filings for Q1 2023.