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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
EWM
151
EPG Wealth Management
Georgia
$14.2M +$350K +3,366 +2%
SFBLI
152
Southern Farm Bureau Life Insurance
Mississippi
$14M
Northern Trust
153
Northern Trust
Illinois
$13.7M +$1.04M +9,958 +7%
SW
154
SlateStone Wealth
Florida
$13.7M -$275K -2,645 -2%
CWG
155
Cornerstone Wealth Group
North Carolina
$13.7M +$78.2K +752 +0.5%
MA
156
Mutual Advisors
Nebraska
$13.6M +$521K +5,014 +4%
CCA
157
Childress Capital Advisors
Texas
$13.5M -$5.19M -49,873 -26%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$13.5M +$1.82M +17,539 +14%
AC
159
Annandale Capital
Texas
$13.5M +$602K +5,789 +4%
FPCG
160
Forum Private Client Group
Indiana
$13.4M +$48.1K +463 +0.3%
NCM
161
Northside Capital Management
Oregon
$13.4M
AR
162
Apeiron RIA
Texas
$13.2M +$296K +2,849 +2%
FF
163
Francis Financial
$13M +$548K +5,273 +4%
ACI
164
Alpha Cubed Investments
California
$12.9M +$12.1M +116,174 +576%
GWMIA
165
Global Wealth Management Investment Advisory
Florida
$12.9M +$698K +6,708 +5%
CTC
166
Central Trust Company
Missouri
$12.8M +$8.88M +85,433 +172%
Bessemer Group
167
Bessemer Group
New Jersey
$12.8M +$1.02M +9,840 +8%
FANJ
168
Financial Architects (New Jersey)
New Jersey
$12.8M +$14M +134,834 New
MWPCG
169
Measured Wealth Private Client Group
New Hampshire
$12.7M -$730K -7,022 -5%
UA
170
Unison Advisors
District of Columbia
$12.7M +$13.9M +133,520 New
IWC
171
Integrated Wealth Concepts
Massachusetts
$12.6M +$326K +3,132 +2%
HW
172
Hancock Whitney
Mississippi
$12.5M +$448K +4,305 +3%
CAWM
173
Capital Advisors Wealth Management
Washington
$12.4M -$55.5K -534 -0.4%
MMA
174
Miracle Mile Advisors
California
$12.3M +$321K +3,084 +2%
EFS
175
Essex Financial Services
Connecticut
$12.2M -$1.09M -10,501 -8%

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.