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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
BTWM
1176
Baker Tilly Wealth Management
Wisconsin
$204K +$224K +2,150 New
GIA
1177
GHP Investment Advisors
Colorado
$202K
VC
1178
Veery Capital
Delaware
$202K +$1.77K +17 +0.8%
SFP
1179
Sweet Financial Partners
Minnesota
$201K
BWA
1180
Blodgett Wealth Advisors
California
$200K
TFM
1181
TFC Financial Management
Massachusetts
$198K
BAM
1182
Bellevue Asset Management
Washington
$197K +$104 +1 +0%
GI
1183
Gradient Investments
Minnesota
$196K +$114K +1,094 +112%
SIC
1184
Salem Investment Counselors
North Carolina
$195K
CP
1185
Castleview Partners
Texas
$194K +$194K +1,865 +1,025%
TF
1186
TimeScale Financial
Massachusetts
$192K -$728 -7 -0.3%
HBW
1187
Hazlett, Burt & Watson
West Virginia
$188K +$34.4K +331 +20%
BWM
1188
BerganKDV Wealth Management
Minnesota
$186K +$88.3K +849 +76%
FFA
1189
Fairfield Financial Advisors
Massachusetts
$183K +$188K +1,806 +1,531%
EA
1190
Evolution Advisers
Virginia
$181K
PB
1191
Pinnacle Bancorp
Nebraska
$180K
HDIM
1192
Hanson & Doremus Investment Management
Vermont
$173K +$312 +3 +0.2%
ACA
1193
Aptus Capital Advisors
Alabama
$171K +$148K +1,422 +371%
CA
1194
Crewe Advisors
Utah
$169K
SWA
1195
Sutton Wealth Advisors
Florida
$167K +$65.7K +632 +56%
FSWA
1196
Financial Synergies Wealth Advisors
Texas
$161K
TC
1197
Tacita Capital
Ontario, Canada
$160K
FCMT
1198
Founders Capital Management (Texas)
Texas
$160K +$520 +5 +0.3%
HGERS
1199
Householder Group Estate & Retirement Specialist
Arizona
$159K +$175K +1,680 New
CFFP
1200
Center for Financial Planning
Michigan
$152K

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.