Vanguard High Dividend Yield ETF
1,435 hedge funds and large institutions have $17B invested in Vanguard High Dividend Yield ETF in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 601 increasing their positions, 493 reducing their positions, and 86 closing their positions.
960% more call options, than puts
Call options by funds: $190M | Put options by funds: $17.9M
22% more repeat investments, than reductions
Existing positions increased: 601 | Existing positions reduced: 493
16% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 86
1.59% less ownership
Funds ownership: 36.91% → 35.31% (-1.6%)
2% less funds holding
Funds holding: 1,468 → 1,435 (-33)
7% less capital invested
Capital invested by funds: $18.2B → $17B (-$1.2B)
9% less funds holding in top 10
Funds holding in top 10: 194 → 176 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$346M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$50.1M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$29.5M |
| 4 |
BB
Bell Bank
Fargo,
North Dakota
|
+$25.1M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$519M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$468M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$61.6M |
| 4 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$36.3M |
| 5 |
Jane Street
New York
|
-$29.8M |
VYM Hedge Fund Activity: Q1 2023 in Review
1,435 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2023, worth a combined $17B — down 6.6% from $18.2B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new VYM positions and 86 closed out — a net gain of 14 holders — while 601 added to existing stakes and 493 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $346M. The largest seller was Sumitomo Life Insurance, exiting entirely with an estimated $519M sold.
- 1,435 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2023, down from 1,468 in Q4 2022.
- Funds reported $17B of Vanguard High Dividend Yield ETF stock for Q1 2023, down 6.6% quarter-over-quarter.
- 100 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2023 and 86 closed out, a net change of +14 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q1 2023 was Vanguard Group, an estimated $346M added.
- The largest Vanguard High Dividend Yield ETF seller in Q1 2023 was Sumitomo Life Insurance, an estimated $519M sold.
Based on aggregated 13F filings for Q1 2023.