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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
IAG
201
Investment Advisory Group
Massachusetts
$10.5M +$502K +4,829 +5%
FP
202
Financial Perspectives
Minnesota
$10.4M +$963K +9,265 +9%
William Blair & Company
203
William Blair & Company
Illinois
$10.4M +$417K +4,009 +4%
BFWA
204
Benchmark Financial Wealth Advisors
Florida
$10.4M -$938K -9,019 -8%
GRP
205
Global Retirement Partners
California
$10.3M -$1.14M -10,931 -10%
SEI Investments
206
SEI Investments
Pennsylvania
$10.2M -$952K -9,159 -8%
Citigroup
207
Citigroup
New York
$10.2M +$1.01M +9,726 +10%
CAM
208
Cresset Asset Management
Illinois
$10.2M +$335K +3,225 +3%
DILIC
209
Dai-ichi Life Insurance Company
Japan
$10.2M +$777K +7,471 +7%
CCMD
210
Cypress Capital Management (Delaware)
Delaware
$10.2M -$646K -6,210 -5%
LRWA
211
Long Run Wealth Advisors
New York
$10.1M +$1.49M +14,374 +16%
AMCA
212
Arthur M. Cohen & Associates
Illinois
$10M +$358K +3,442 +3%
SFA
213
Semmax Financial Advisors
North Carolina
$9.98M +$2.48M +23,805 +34%
ECM
214
Evergreen Capital Management
Washington
$9.82M +$20.9K +201 +0.2%
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$9.81M -$1.23M -11,812 -10%
BI
216
Ballast Inc
Kentucky
$9.72M +$177K +1,701 +2%
CGA
217
Crescent Grove Advisors
Illinois
$9.72M +$1.74M +16,767 +20%
OHIS
218
Oak Harvest Investment Services
Texas
$9.69M +$1.81M +17,416 +21%
HCP
219
Holt Capital Partners
Texas
$9.6M -$9.52M -91,510 -47%
CWMGP
220
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.39M +$67.5K +649 +0.7%
EWG
221
Executive Wealth Group
Washington
$9.22M +$46.6K +448 +0.5%
RWRC
222
R.W. Roge & Company
New York
$9.2M -$1.25M -12,005 -11%
FCI
223
Financial Counselors Inc
Kansas
$9.16M +$1.51M +14,528 +18%
PGFC
224
Peapack-Gladstone Financial Corp
New Jersey
$9.14M -$178K -1,712 -2%
HWM
225
Howard Wealth Management
Connecticut
$9.11M +$1.69M +16,225 +20%

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.