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Vanguard High Dividend Yield ETF

1,452 hedge funds and large institutions have $17.4B invested in Vanguard High Dividend Yield ETF in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 574 increasing their positions, 556 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

535% more call options, than puts

Call options by funds: $202M | Put options by funds: $31.8M

43% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 70

1% more funds holding

Funds holding: 1,4341,452 (+18)

4% more capital invested

Capital invested by funds: $16.8B → $17.4B (+$592M)

3% more repeat investments, than reductions

Existing positions increased: 574 | Existing positions reduced: 556

0.68% more ownership

Funds ownership: 35.38%36.06% (+0.68%)

5% less funds holding in top 10

Funds holding in top 10: 175166 (-9)

Holders
1,452
Holders Change
+18
Holders Change %
+1.26%
% of All Funds
22.8%
Holding in Top 10
166
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.14%
% of All Funds
2.61%
New
100
Increased
574
Reduced
556
Closed
70
Calls
$202M
Puts
$31.8M
Net Calls
+$170M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
CoreCap Advisors
Michigan
$24.5M +$24.2M +231,017 New
HFA
102
Highland Financial Advisors
New Jersey
$24.2M +$104K +987 +0.4%
AGA
103
Arkos Global Advisors
Texas
$23.8M +$6.54M +62,365 +38%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$23.5M -$4.44M -42,331 -16%
HI
105
Human Investing
Oregon
$23.5M +$1.06M +10,139 +5%
MF
106
Montis Financial
Massachusetts
$23.2M +$1.26M +11,982 +6%
GLLW
107
Graves Light Lenhart Wealth
Virginia
$23.1M +$727K +6,935 +3%
TGAM
108
TBH Global Asset Management
Tennessee
$23.1M +$266K +2,538 +1%
First Manhattan
109
First Manhattan
New York
$22.9M -$210K -2,000 -0.9%
Brown Advisory
110
Brown Advisory
Maryland
$22.9M -$18.3M -174,898 -45%
VVP
111
Venture Visionary Partners
Ohio
$22.9M +$145K +1,378 +0.6%
RWG
112
Ratio Wealth Group
Colorado
$22.8M +$22.5M +214,499 New
BWFA
113
Baltimore-Washington Financial Advisors
Maryland
$22.7M +$952K +9,080 +4%
ONB
114
Old National Bancorp
Indiana
$22.5M -$2.99M -28,490 -12%
ST
115
Sageworth Trust
Pennsylvania
$22.5M +$21.6M +205,872 +3,553%
CTC
116
Central Trust Company
Missouri
$22.4M -$1.11M -10,615 -5%
Deutsche Bank
117
Deutsche Bank
Germany
$22M -$1.35M -12,908 -6%
DC
118
DeDora Capital
California
$21.9M +$1.15M +10,920 +6%
IHWM
119
Iron Horse Wealth Management
Iowa
$21.6M +$462K +4,403 +2%
FWM
120
Focused Wealth Management
New York
$21.4M +$296K +2,824 +1%
IFAM
121
Institutional & Family Asset Management
Colorado
$21.3M -$49.7K -474 -0.2%
SFBLI
122
Southern Farm Bureau Life Insurance
Mississippi
$21.2M
HCP
123
Holt Capital Partners
Texas
$21.1M +$232K +2,212 +1%
GWP
124
Gateway Wealth Partners
Wisconsin
$21.1M +$2.09M +19,927 +11%
BPA
125
Beacon Pointe Advisors
California
$20.7M +$153K +1,462 +0.8%

VYM Hedge Fund Activity: Q2 2023 in Review

1,452 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2023, worth a combined $17.4B — up 3.5% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VYM positions and 70 closed out — a net gain of 30 holders — while 574 added to existing stakes and 556 trimmed.

The largest buyer was Sumitomo Life Insurance, opening a new position worth an estimated $1.07B. The largest seller was Charles Schwab, cutting an estimated $400M.

  • 1,452 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2023, up from 1,434 in Q1 2023.
  • Funds reported $17.4B of Vanguard High Dividend Yield ETF stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 100 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2023 and 70 closed out, a net change of +30 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2023 was Sumitomo Life Insurance, an estimated $1.07B added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2023 was Charles Schwab, an estimated $400M sold.

Based on aggregated 13F filings for Q2 2023.