Vanguard High Dividend Yield ETF
VYM
1,445 hedge funds and large institutions have $17.8B invested in Vanguard High Dividend Yield ETF in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 542 increasing their positions, 571 reducing their positions, and 78 closing their positions.
404% more call options, than puts
Call options by funds: $202M | Put options by funds: $40.2M
1.37% more ownership
Funds ownership: 36.09% → 37.46% (+1.4%)
5% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 78
2% more capital invested
Capital invested by funds: $17.4B → $17.8B (+$425M)
1% less funds holding
Funds holding: 1,455 → 1,445 (-10)
5% less repeat investments, than reductions
Existing positions increased: 542 | Existing positions reduced: 571
4% less funds holding in top 10
Funds holding in top 10: 166 → 159 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$890M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$152M |
| 3 |
FA
Fiducient Advisors
Chicago,
Illinois
|
+$56.3M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$39.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$97.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$82.6M |
| 3 |
AP
Arlington Partners
Birmingham,
Alabama
|
-$33.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$18.4M |
| 5 |
DI
DAGCO Inc
Westlake,
Ohio
|
-$16.1M |
VYM Hedge Fund Activity: Q3 2023 in Review
1,445 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2023, worth a combined $17.8B — up 2.4% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new VYM positions and 78 closed out — a net gain of 4 holders — while 542 added to existing stakes and 571 trimmed.
The largest buyer was Sumitomo Life Insurance, adding an estimated $890M. The largest seller was Bank of America, cutting an estimated $97.6M.
- 1,445 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2023, down from 1,455 in Q2 2023.
- Funds reported $17.8B of Vanguard High Dividend Yield ETF stock for Q3 2023, up 2.4% quarter-over-quarter.
- 82 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2023 and 78 closed out, a net change of +4 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q3 2023 was Sumitomo Life Insurance, an estimated $890M added.
- The largest Vanguard High Dividend Yield ETF seller in Q3 2023 was Bank of America, an estimated $97.6M sold.
Based on aggregated 13F filings for Q3 2023.