Vanguard High Dividend Yield ETF
1,293 hedge funds and large institutions have $14.1B invested in Vanguard High Dividend Yield ETF in 2021 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 547 increasing their positions, 325 reducing their positions, and 50 closing their positions.
364% more first-time investments, than exits
New positions opened: 232 | Existing positions closed: 50
124% more call options, than puts
Call options by funds: $153M | Put options by funds: $68.2M
68% more repeat investments, than reductions
Existing positions increased: 547 | Existing positions reduced: 325
21% more capital invested
Capital invested by funds: $11.7B → $14.1B (+$2.43B)
19% more funds holding in top 10
Funds holding in top 10: 108 → 129 (+21)
15% more funds holding
Funds holding: 1,127 → 1,293 (+166)
2.26% more ownership
Funds ownership: 31.68% → 33.94% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$565M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$105M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$43.2M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$33M |
| 5 |
LPL Financial
San Diego,
California
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$35.9M |
| 2 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$33.1M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$14.6M |
| 4 |
DC
DeDora Capital
Napa,
California
|
-$14.4M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$6.9M |
VYM Hedge Fund Activity: Q4 2021 in Review
1,293 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2021, worth a combined $14.1B — up 21% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 232 funds opened new VYM positions and 50 closed out — a net gain of 182 holders — while 547 added to existing stakes and 325 trimmed.
The largest buyer was Bank of America, adding an estimated $565M. The largest seller was LBMC Investment Advisors, cutting an estimated $35.9M.
- 1,293 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2021, up from 1,127 in Q3 2021.
- Funds reported $14.1B of Vanguard High Dividend Yield ETF stock for Q4 2021, up 21% quarter-over-quarter.
- 232 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2021 and 50 closed out, a net change of +182 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q4 2021 was Bank of America, an estimated $565M added.
- The largest Vanguard High Dividend Yield ETF seller in Q4 2021 was LBMC Investment Advisors, an estimated $35.9M sold.
Based on aggregated 13F filings for Q4 2021.