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Vanguard High Dividend Yield ETF

1,437 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 83 funds opening new positions, 537 increasing their positions, 570 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,437
Holders Change
-9
Holders Change %
-0.62%
% of All Funds
22.91%
Holding in Top 10
159
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.22%
% of All Funds
2.54%
New
83
Increased
537
Reduced
570
Closed
78
Calls
$202M
Puts
$40.2M
Net Calls
+$162M
Net Calls Change
-$7.66M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
226
McNaughton Wealth Management
California
$9.99M +$243K +2,351 +2%
IA
227
IFP Advisors
Florida
$9.88M +$161K +1,561 +2%
VAS
228
Vestmark Advisory Solutions
Massachusetts
$9.86M -$1.61M -15,561 -14%
PCM
229
Pointe Capital Management
Michigan
$9.77M +$372K +3,596 +4%
FMWA
230
Forvis Mazars Wealth Advisors
Missouri
$9.75M -$285K -2,763 -3%
SWP
231
Summit Wealth Partners
Florida
$9.7M +$141K +1,362 +1%
CWMGP
232
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.64M -$116K -1,123 -1%
CGA
233
Crescent Grove Advisors
Illinois
$9.61M -$1.18M -11,468 -11%
GFG
234
Goldstone Financial Group
Illinois
$9.55M +$298K +2,881 +3%
SIC
235
Sigma Investment Counselors
Michigan
$9.54M -$178K -1,722 -2%
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
$9.45M -$70.6K -683 -0.7%
CCB
237
Country Club Bank
Missouri
$9.43M -$481K -4,626 -5%
MIA
238
Milestone Investment Advisors
Wisconsin
$9.27M -$2.03M -19,641 -18%
TWA
239
Tandem Wealth Advisors
Arizona
$9.26M +$276K +2,674 +3%
FNT
240
First National Trust
Pennsylvania
$9.2M -$601K -5,820 -6%
Charles Schwab
241
Charles Schwab
California
$9.06M -$4.14M -40,608 -31%
RBC
242
Romano Brothers & Co
Illinois
$9.06M -$3.51K -34 -0%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$8.94M -$707K -6,845 -7%
PFA
244
Pettinga Financial Advisors
Indiana
$8.92M +$116K +1,122 +1%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$8.84M -$149K -1,440 -2%
MIC
246
Means Investment Company
Maine
$8.81M -$1.39M -13,468 -14%
DC
247
Darrow Company
Massachusetts
$8.75M -$215K -2,083 -2%
PA
248
Parallel Advisors
California
$8.63M -$1.92M -18,578 -18%
IAN
249
Integrated Advisors Network
Texas
$8.6M +$223K +2,154 +3%
GAM
250
Grandview Asset Management
Pennsylvania
$8.54M +$8.54M +82,689 New