Vanguard High Dividend Yield ETF
1,457 hedge funds and large institutions have $17.4B invested in Vanguard High Dividend Yield ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 577 increasing their positions, 557 reducing their positions, and 69 closing their positions.
535% more call options, than puts
Call options by funds: $202M | Put options by funds: $31.8M
46% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 69
18% more capital inflows, than outflows
Capital inflows: $1.69B | Capital outflows: $1.43B
1% more funds holding
Funds holding: 1,437 → 1,457 (+20)
4% more repeat investments, than reductions
Existing positions increased: 577 | Existing positions reduced: 557
0.78% more ownership
Funds ownership: 35.32% → 36.09% (+0.78%)
6% less funds holding in top 10
Funds holding in top 10: 176 → 166 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Life Insurance
Tokyo,
Japan
|
+$1.07B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$27.7M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$23.2M |
| 5 |
Sageworth Trust
Lancaster,
Pennsylvania
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$400M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$119M |
| 3 |
Colony Group
Boston,
Massachusetts
|
-$116M |
| 4 |
Swiss Re
Zurich,
Switzerland
|
-$76.9M |
| 5 |
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$49.8M |
VYM Hedge Fund Activity: Q2 2023 in Review
1,457 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2023, worth a combined $17.4B — up 2.1% from $17B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new VYM positions and 69 closed out — a net gain of 32 holders — while 577 added to existing stakes and 557 trimmed.
The largest buyer was Sumitomo Life Insurance, opening a new position worth an estimated $1.07B. The largest seller was Charles Schwab, cutting an estimated $400M.
- 1,457 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2023, up from 1,437 in Q1 2023.
- Funds reported $17.4B of Vanguard High Dividend Yield ETF stock for Q2 2023, up 2.1% quarter-over-quarter.
- 101 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2023 and 69 closed out, a net change of +32 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q2 2023 was Sumitomo Life Insurance, an estimated $1.07B added.
- The largest Vanguard High Dividend Yield ETF seller in Q2 2023 was Charles Schwab, an estimated $400M sold.
Based on aggregated 13F filings for Q2 2023.