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Vanguard High Dividend Yield ETF

1,341 hedge funds and large institutions have $15B invested in Vanguard High Dividend Yield ETF in 2022 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 629 increasing their positions, 379 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $165M | Put options by funds: $32.8M

130% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 53

66% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 379

12% more funds holding in top 10

Funds holding in top 10: 129144 (+15)

6% more capital invested

Capital invested by funds: $14.1B → $15B (+$840M)

4% more funds holding

Funds holding: 1,2931,341 (+48)

0.09% less ownership

Funds ownership: 33.94%33.85% (-0.09%)

Holders
1,341
Holders Change
+48
Holders Change %
+3.71%
% of All Funds
21.15%
Holding in Top 10
144
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.63%
% of All Funds
2.27%
New
122
Increased
629
Reduced
379
Closed
53
Calls
$165M
Puts
$32.8M
Net Calls
+$133M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
176
Forum Private Client Group
Indiana
$13.4M +$13.3M +119,115 New
SFO
177
Stokes Family Office
Louisiana
$13.2M -$45.3K -406 -0.3%
MF
178
Montis Financial
Massachusetts
$13.1M +$425K +3,813 +3%
SIC
179
Sigma Investment Counselors
Michigan
$13M -$8.7M -77,961 -40%
CS
180
Comerica Securities
Michigan
$13M +$491K +4,404 +4%
SG
181
StoneX Group
New York
$12.8M +$443K +3,971 +4%
GWMIA
182
Global Wealth Management Investment Advisory
Florida
$12.8M +$1.75M +15,675 +16%
NC
183
NinePointTwo Capital
California
$12.8M
BFWA
184
Benchmark Financial Wealth Advisors
Florida
$12.8M +$1.22M +10,982 +11%
NL
185
NWAM LLC
Washington
$12.8M +$1.38M +12,412 +12%
CCMD
186
Cypress Capital Management (Delaware)
Delaware
$12.8M +$115K +1,033 +0.9%
PCWA
187
Pacific Capital Wealth Advisors
California
$12.7M +$4.25M +38,129 +51%
EWMCB
188
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$12.7M -$838K -7,511 -6%
RIA
189
Regal Investment Advisors
Michigan
$12.7M +$4.88M +43,757 +63%
LIA
190
LBMC Investment Advisors
Tennessee
$12.6M +$2.49M +22,287 +25%
GRP
191
Global Retirement Partners
California
$12.5M +$12.9M +115,892 New
IAN
192
Integrated Advisors Network
Texas
$12.5M -$8.24M -73,921 -40%
ECM
193
Evergreen Capital Management
Washington
$12.5M +$1.85M +16,614 +18%
MCC
194
Money Concepts Capital
Florida
$12.5M -$1.38M -12,398 -10%
PIMG
195
Patriot Investment Management Group
Tennessee
$12.3M +$733K +6,574 +6%
IWC
196
Integrated Wealth Concepts
Massachusetts
$12.2M +$1.06M +9,538 +10%
OIM
197
Opus Investment Management
Massachusetts
$12.1M -$19.6M -176,000 -62%
GAM
198
Grandview Asset Management
Pennsylvania
$11.7M +$40.8K +366 +0.4%
FP
199
Financial Perspectives
Minnesota
$11.6M +$257K +2,301 +2%
PFPT
200
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.6M +$231K +2,075 +2%