Vanguard High Dividend Yield ETF
1,573 hedge funds and large institutions have $19.1B invested in Vanguard High Dividend Yield ETF in 2023 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 536 increasing their positions, 617 reducing their positions, and 60 closing their positions.
312% more call options, than puts
Call options by funds: $144M | Put options by funds: $35M
253% more first-time investments, than exits
New positions opened: 212 | Existing positions closed: 60
9% more funds holding
Funds holding: 1,445 → 1,573 (+128)
7% more capital invested
Capital invested by funds: $17.8B → $19.1B (+$1.22B)
4% more funds holding in top 10
Funds holding in top 10: 159 → 166 (+7)
0.33% more ownership
Funds ownership: 37.46% → 37.79% (+0.33%)
13% less repeat investments, than reductions
Existing positions increased: 536 | Existing positions reduced: 617
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$66.3M |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$54.9M |
| 3 |
AT
Arlington Trust
Birmingham,
Alabama
|
+$39.3M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$37.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$352M |
| 2 |
Goldman Sachs
New York
|
-$68.9M |
| 3 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$55.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.4M |
| 5 |
Morgan Stanley
New York
|
-$30.4M |
VYM Hedge Fund Activity: Q4 2023 in Review
1,573 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2023, worth a combined $19.1B — up 6.8% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 212 funds opened new VYM positions and 60 closed out — a net gain of 152 holders — while 536 added to existing stakes and 617 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $66.3M. The largest seller was Sumitomo Life Insurance, cutting an estimated $352M.
- 1,573 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2023, up from 1,445 in Q3 2023.
- Funds reported $19.1B of Vanguard High Dividend Yield ETF stock for Q4 2023, up 6.8% quarter-over-quarter.
- 212 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2023 and 60 closed out, a net change of +152 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $66.3M added.
- The largest Vanguard High Dividend Yield ETF seller in Q4 2023 was Sumitomo Life Insurance, an estimated $352M sold.
Based on aggregated 13F filings for Q4 2023.