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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
ZIM
1126
Zacks Investment Management
Illinois
$238K -$6.76K -65 -3%
GBWM
1127
Granite Bay Wealth Management
New Hampshire
$237K
SFP
1128
Strategic Financial Partners
Oregon
$237K
RGF
1129
Retirement Guys Formula
Ohio
$236K -$68.4K -658 -21%
FIM
1130
Fernwood Investment Management
Massachusetts
$236K +$5.3K +51 +2%
PCA
1131
Peddock Capital Advisors
Massachusetts
$232K -$43.7K -420 -15%
WB
1132
WesBanco Bank
West Virginia
$232K -$17.7K -170 -7%
WFA
1133
WMG Financial Advisors
Tennessee
$232K
MF
1134
Meridian Financial
Massachusetts
$231K +$10.4K +100 +4%
HP
1135
Hikari Power
Japan
$231K
VFPW
1136
Vantage Financial Partners (Wisconsin)
Wisconsin
$231K +$1.87K +18 +0.7%
FCM
1137
Firestone Capital Management
Florida
$230K +$1.56K +15 +0.6%
ACP
1138
Aviance Capital Partners
Florida
$229K
MAG
1139
MRA Advisory Group
New Jersey
$229K
BAM
1140
Bosun Asset Management
Illinois
$229K +$251K +2,410 New
EPWM
1141
Essex Private Wealth Management
Massachusetts
$228K
FCH
1142
Freestone Capital Holdings
Washington
$227K +$248K +2,389 New
TB
1143
Treynor Bancshares
Iowa
$226K -$15.6K -150 -6%
SMA
1144
Sage Mountain Advisors
Georgia
$225K
RMDI
1145
R.M. Davis Inc
Maine
$223K -$90.3K -868 -27%
JCM
1146
J2 Capital Management
Michigan
$223K
FFMBT
1147
First Farmers & Merchants Bank Trust
Tennessee
$222K -$49.4K -475 -17%
SNB
1148
Security National Bank
Nebraska
$221K
FB
1149
Fulton Bank
Pennsylvania
$221K +$30.2K +290 +14%
CL
1150
Choreo LLC
Illinois
$219K

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.