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Vanguard High Dividend Yield ETF

1,324 hedge funds and large institutions have $15.8B invested in Vanguard High Dividend Yield ETF in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 661 increasing their positions, 365 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more call options, than puts

Call options by funds: $170M | Put options by funds: $26.4M

81% more repeat investments, than reductions

Existing positions increased: 661 | Existing positions reduced: 365

10% more funds holding in top 10

Funds holding in top 10: 144159 (+15)

5% more capital invested

Capital invested by funds: $15B → $15.8B (+$811M)

2.65% more ownership

Funds ownership: 33.85%36.5% (+2.6%)

2% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 92

1% less funds holding

Funds holding: 1,3411,324 (-17)

Holders
1,324
Holders Change
-17
Holders Change %
-1.27%
% of All Funds
22.3%
Holding in Top 10
159
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.42%
% of All Funds
2.68%
New
90
Increased
661
Reduced
365
Closed
92
Calls
$170M
Puts
$26.4M
Net Calls
+$144M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Castle Wealth Management
Florida
$11K +$11.8K +109 New
MTIC
1302
Missouri Trust & Investment Company
Missouri
$10K
MMG
1303
Monetary Management Group
Missouri
$10K
CWM
1304
Curi Wealth Management
North Carolina
$10K +$10.3K +95 New
CWM
1305
Consultiva Wealth Management
Puerto Rico
$10K +$10.5K +97 New
HS
1306
Horan Securities
United States
$10K +$10.5K +97 New
WWMSC
1307
Wagner Wealth Management (South Carolina)
South Carolina
$10K +$10.8K +100 New
CDIA
1308
Capital Directions Investment Advisors
Georgia
$10K +$10.9K +101 New
CP
1309
Castleview Partners
Texas
$9.02K -$268K -2,474 -93%
CCM
1310
Cribstone Capital Management
Maine
$8K +$1.84K +17 +26%
BWA
1311
BDO Wealth Advisors
Florida
$7K -$2.17K -20 -22%
MS
1312
Mizuho Securities
Japan
$6K
RCC
1313
Red Cedar Capital
Nebraska
$6K
ODG
1314
O'Dell Group
Ohio
$6K +$6.83K +63 New
BEI
1315
Benjamin Edwards Inc
Missouri
$5K
CHC
1316
City Holding Co
West Virginia
$5K
PFA
1317
Professional Financial Advisors
Nebraska
$5K
CIR
1318
Clear Investment Research
Georgia
$4K
OAJ
1319
Ogorek Anthony Joseph
New York
$4K +$4.77K +44 New
LPP
1320
Life Planning Partners
Florida
$3K
FWA
1321
FSC Wealth Advisors
New York
$2K
AR
1322
Apeiron RIA
Texas
$1.36K -$134K -1,239 -0.9%
GCS
1323
Gordian Capital (Singapore)
Singapore
$1K -$270K -2,495 -100%
C
1324
Covestor
United Kingdom
$1K
JFA
1325
JNBA Financial Advisors
Minnesota
$1K