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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
LSA
1201
Lansing Street Advisors
Pennsylvania
$150K +$1.14K +11 +0.7%
BCMLT
1202
Beacon Capital Management LLC (Tennessee)
Tennessee
$149K -$1.14K -11 -0.7%
CA
1203
Clearstead Advisors
Ohio
$145K +$112K +1,081 +240%
LDFR
1204
Lehman & Derafelo Financial Resources
Pennsylvania
$144K
KSWA
1205
Kathleen S. Wright Associates
Pennsylvania
$144K +$728 +7 +0.5%
BlackRock
1206
BlackRock
New York
$139K +$19.7K +189 +15%
ME
1207
McIlrath & Eck
Washington
$139K +$106K +1,023 +234%
BCM
1208
Blume Capital Management
California
$127K -$20.8K -200 -13%
MWM
1209
Mascoma Wealth Management
New Hampshire
$127K
BCA
1210
Bray Capital Advisors
Florida
$117K +$416 +4 +0.3%
TA
1211
Tectonic Advisors
Texas
$113K -$1.04K -10 -0.8%
WAS
1212
Winch Advisory Services
Wisconsin
$110K +$832 +8 +0.7%
WFA
1213
West Financial Advisors
Iowa
$109K
GWSG
1214
GPS Wealth Strategies Group
Colorado
$109K +$4.37K +42 +4%
EW
1215
Element Wealth
Mississippi
$101K +$104 +1 +0.1%
CWA
1216
Clearview Wealth Advisors
Oregon
$98K -$2.08K -20 -2%
MCM
1217
McMillion Capital Management
North Carolina
$97K -$3.64K -35 -3%
EIP
1218
Ellis Investment Partners
Pennsylvania
$95K +$7.49K +72 +8%
BWM
1219
Baystate Wealth Management
Massachusetts
$94K -$880K -8,462 -90%
BBHC
1220
Brown Brothers Harriman & Co
New York
$93K -$276K -2,655 -73%
RA
1221
Rise Advisors
New York
$89K +$520 +5 +0.5%
SWM
1222
Sugarloaf Wealth Management
Georgia
$89K +$4.37K +42 +5%
MSFP
1223
Mark Sheptoff Financial Planning
Connecticut
$86K
HFM
1224
Hartford Financial Management
Connecticut
$76K
RG
1225
Retirement Group
California
$74K -$891K -8,570 -92%

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.