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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

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

Top Buyers

1
SLI
1
Sumitomo Life Insurance
Japan
$1.97B
2
PFO
2
Pathstone Family Office
New Jersey
$155M
3
FA
3
Fiducient Advisors
Illinois
$54.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$39.4M
5
LPL Financial
5
LPL Financial
California
$532M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.12B
2
Ameriprise
2
Ameriprise
Minnesota
$371M
3
AP
3
Arlington Partners
Alabama
$8.47M
4
Wells Fargo
4
Wells Fargo
California
$446M
5
FPCG
5
Forum Private Client Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
Flagship Harbor Advisors
Massachusetts
$7.54M -$616K -5,958 -8%
CWP
277
Curated Wealth Partners
California
$7.4M -$2.76M -26,755 -27%
PWM
278
Prentice Wealth Management
New York
$7.37M +$7.37M +71,331 New
RFM
279
Royal Fund Management
Florida
$7.36M +$25K +242 +0.3%
HR
280
Howe & Rusling
New York
$7.36M +$856K +8,282 +13%
OPW
281
Oxler Private Wealth
New York
$7.32M -$1.01M -9,737 -12%
HAS
282
HBW Advisory Services
California
$7.31M +$254K +2,455 +4%
EWM
283
Empirical Wealth Management
Washington
$7.26M +$168K +1,629 +2%
APP
284
Avantax Planning Partners
Iowa
$7.2M -$49.7K -481 -0.7%
CF
285
Clarity Financial
Texas
$7.18M +$178K +1,721 +3%
BCI
286
Brinker Capital Investments
Pennsylvania
$7.13M +$648K +6,270 +10%
OPS
287
Orion Portfolio Solutions
Nebraska
$7.13M +$648K +6,270 +10%
LS
288
Leelyn Smith
Illinois
$7.09M +$126K +1,218 +2%
SFWC
289
Strategic Family Wealth Counselors
New Jersey
$7.08M +$70.7K +684 +1%
Janus Henderson Group
290
Janus Henderson Group
United Kingdom
$7.08M -$822K -7,960 -10%
VV
291
Verity & Verity
South Carolina
$7.08M -$1.03K -10 -0%
PVAMC
292
PPS&V Asset Management Consultants
Michigan
$7.01M +$362K +3,500 +5%
SFG
293
StrategIQ Financial Group
Indiana
$7M -$64.8K -627 -0.9%
WJWM
294
Williams Jones Wealth Management
New York
$6.98M -$206K -1,997 -3%
GRP
295
Global Retirement Partners
California
$6.9M -$656K -6,488 -9%
AP
296
Agilis Partners
Massachusetts
$6.86M -$108K -1,042 -2%
BW
297
BIP Wealth
Georgia
$6.81M -$1.27M -12,332 -16%
EWM
298
Evergreen Wealth Management
Michigan
$6.79M +$60.4K +585 +0.9%
WWC
299
Waypoint Wealth Counsel
Georgia
$6.78M -$506K -4,899 -7%
BWP
300
Bernardo Wealth Planning
Pennsylvania
$6.73M +$384K +3,721 +6%
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