We are live on ! Find out more
VYM icon

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
BPA
126
Beacon Pointe Advisors
California
$16.8M -$2.69M -24,778 -13%
GJIC
127
Gamble Jones Investment Counsel
California
$16.7M -$304K -2,807 -2%
NA
128
NewEdge Advisors
Louisiana
$16.5M +$1.71M +15,814 +11%
MIAN
129
Mariner Independent Advisor Network
Kansas
$16.5M +$2.92M +26,987 +20%
OWA
130
Octavia Wealth Advisors
Ohio
$16.4M -$131K -1,207 -0.7%
PCWA
131
Pacific Capital Wealth Advisors
California
$16.4M +$5.23M +48,219 +43%
Wellington Management Group
132
Wellington Management Group
Massachusetts
$16.4M +$11.4M +105,156 +188%
BEAM
133
Baker Ellis Asset Management
Washington
$16.3M +$321K +2,960 +2%
KTC
134
Kistler-Tiffany Companies
Pennsylvania
$16.2M +$26.8K +247 +0.2%
HFA
135
Highland Financial Advisors
New Jersey
$16.1M +$17.2M +158,747 New
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$15.9M -$706K -6,514 -4%
ACP
137
Ashfield Capital Partners
California
$15.7M +$1.19M +11,010 +8%
QWM
138
Quaker Wealth Management
New Jersey
$15.7M +$11.3K +104 +0.1%
NFG
139
Nations Financial Group
Iowa
$15.6M +$2.81M +25,936 +20%
US Bancorp
140
US Bancorp
Minnesota
$15.5M +$791K +7,302 +5%
AW
141
Avion Wealth
Texas
$15.5M -$622K -5,742 -4%
BCP
142
Berkeley Capital Partners
Georgia
$15.4M +$474K +4,373 +3%
PFPT
143
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.4M +$5.15M +47,525 +46%
KMWM
144
Keudell/Morrison Wealth Management
Oregon
$15.3M +$13.1M +120,693 +403%
FT
145
Fiduciary Trust
Massachusetts
$15.2M +$3.17M +29,243 +24%
MF
146
Montis Financial
Massachusetts
$15.1M +$3.44M +31,731 +27%
HI
147
Human Investing
Oregon
$15.1M +$723K +6,675 +5%
SW
148
SlateStone Wealth
Florida
$15M +$406K +3,743 +3%
SFBLI
149
Southern Farm Bureau Life Insurance
Mississippi
$15M +$4.88M +45,000 +44%
BWFA
150
Baltimore-Washington Financial Advisors
Maryland
$14.9M +$7.47M +68,970 +89%