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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
SLI
1
Sumitomo Life Insurance
Japan
$1.26B +$1.34B +12,382,658 New
Bank of America
2
Bank of America
North Carolina
$1.15B +$256M +2,358,156 +26%
Morgan Stanley
3
Morgan Stanley
New York
$866M +$20M +184,625 +2%
Creative Planning
4
Creative Planning
Kansas
$458M +$53.7M +495,965 +12%
LPL Financial
5
LPL Financial
California
$448M +$19M +175,554 +4%
Ameriprise
6
Ameriprise
Minnesota
$412M +$55.2M +509,449 +14%
Wells Fargo
7
Wells Fargo
California
$409M +$7.43M +68,582 +2%
RJA
8
Raymond James & Associates
Florida
$400M +$11.4M +105,481 +3%
Charles Schwab
9
Charles Schwab
California
$373M +$165M +1,519,556 +71%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$366M +$17.5M +161,668 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$360M +$47.6K +439 +0%
UBS Group
12
UBS Group
Switzerland
$296M +$5.48M +50,614 +2%
MYLI
13
Meiji Yasuda Life Insurance
Japan
$248M +$140M +1,293,700 +113%
Truist Financial
14
Truist Financial
North Carolina
$243M +$30M +277,002 +13%
Goldman Sachs
15
Goldman Sachs
New York
$239M +$30.7M +283,747 +14%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$182M -$49.9M -460,616 -20%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$180M +$3.88M +35,797 +2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$157M +$23M +212,239 +16%
JP Morgan Chase
19
JP Morgan Chase
New York
$152M +$12.7M +116,818 +8%
ECG
20
Edge Capital Group
Georgia
$136M -$5.94M -54,806 -4%
V
21
Veritable
Delaware
$134M +$4.69M +43,281 +3%
Stifel Financial
22
Stifel Financial
Missouri
$122M +$12.1M +111,905 +10%
CG
23
Colony Group
Massachusetts
$121M +$12.5M +115,165 +11%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$121M -$800K -7,383 -0.6%
KAS
25
Kestra Advisory Services
Texas
$119M +$19.9M +183,366 +19%