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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

352 hedge funds and large institutions have $2.83B invested in Vanguard High Dividend Yield ETF in 2014 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+63
Holders Change %
+21.8%
% of All Funds
9.39%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.96%
New
84
Increased
148
Reduced
69
Closed
14
Calls
$1.44M
Puts
$1.9M
Net Calls
-$467K
Net Calls Change
+$151K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$224M
2
PC
Permanens Capital
New York
$36M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$27.8M
4
CS
Credit Suisse
Switzerland
$65.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$225M

Top Sellers

1
MB
Mizuho Bank
Japan
$20.6M
2
RW
Rand Wealth
Maryland
$8.75M
3
Barclays
Barclays
United Kingdom
$30.9M
4
RNS
Robert N. Shapiro
$11.9M
5
GMA
Goldstein Munger & Associates
California
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
251
Fiduciary Trust International of Pennsylvania
Pennsylvania
$382K +$77.4K +1,125 +25%
APCM
252
Alaska Permanent Capital Management
Alaska
$379K – – –
MC
253
Moors & Cabot
Massachusetts
$370K +$148K +2,148 +67%
HC
254
HHG & Company
Connecticut
$370K +$370K +5,375 New
RT
255
Reliance Trust
Georgia
$370K +$370K +5,387 New
BWFA
256
Baltimore-Washington Financial Advisors
Maryland
$364K +$296K +4,305 +435%
MAS
257
Madden Advisory Services
Florida
$355K – – –
JIP
258
Jaffetilchin Investment Partners
Florida
$345K +$2.75K +40 +0.8%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$344K – – –
DDC
260
DF Dent & Co
Maryland
$340K – – –
EHPM
261
Emery Howard Portfolio Management
California
$336K +$2.62K +38 +0.8%
MM
262
Meridian Management
Arkansas
$334K – – –
MSFP
263
Mark Sheptoff Financial Planning
Connecticut
$330K +$248K +3,602 +300%
IAMOG
264
Investors Asset Management of Georgia
Georgia
$330K +$330K +4,800 New
MIAN
265
Mariner Independent Advisor Network
Kansas
$320K +$320K +4,661 New
RMAM
266
Raab & Moskowitz Asset Management
New Jersey
$319K -$188K -2,725 -37%
BDF
267
Balasa Dinverno & Foltz
$309K +$54.9K +800 +22%
NFG
268
Next Financial Group
Texas
$305K -$168K -2,450 -36%
UCFA
269
United Capital Financial Advisors
Texas
$303K +$303K +4,406 New
FLPIM
270
F.L. Putnam Investment Management
Massachusetts
$296K – – –
AWM
271
AllSquare Wealth Management
New York
$296K +$296K +4,300 New
CLOS
272
Compagnie Lombard Odier SCmA
Switzerland
$291K – – –
SI
273
Stephens Inc
Arkansas
$277K +$11.3K +165 +4%
First Manhattan
274
First Manhattan
New York
$275K +$275K +4,000 New
CCM
275
Coldstream Capital Management
Washington
$275K +$275K +4,000 New
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