VYM icon

Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,099 hedge funds and large institutions have $11.8B invested in Vanguard High Dividend Yield ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 481 increasing their positions, 351 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+35
Holders Change %
+3.29%
% of All Funds
19.35%
Holding in Top 10
109
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.22%
% of All Funds
1.92%
New
102
Increased
481
Reduced
351
Closed
54
Calls
$67.9M
Puts
$32.9M
Net Calls
+$35M
Net Calls Change
+$21.1M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$200M
2
FP
Financial Perspectives
Minnesota
$90.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$50.3M
4
Morgan Stanley
Morgan Stanley
New York
$711M
5
CG
Colony Group
Massachusetts
$39.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$372M
2
Bank of America
Bank of America
North Carolina
$719M
3
USAA
United Services Automobile Association
Texas
$856M
4
SS
Simplicity Solutions
Minnesota
$0
5
PFM
Parsec Financial Management
North Carolina
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
301
New England Private Wealth Advisors
Massachusetts
$4.08M +$4.08M +40,420 New
SCA
302
Stillwater Capital Advisors
Pennsylvania
$4.06M +$348K +3,438 +9%
CIM
303
Corda Investment Management
Texas
$4M +$238K +2,355 +6%
B
304
Bailard
California
$3.91M +$3.12M +30,874 +398%
PA
305
Parallel Advisors
California
$3.9M +$273K +2,705 +8%
OWA
306
Octavia Wealth Advisors
Ohio
$3.88M +$465K +4,598 +14%
WMP
307
Wealth Management Partners
Arizona
$3.84M -$271K -2,649 -7%
BCWM
308
Bartlett & Co Wealth Management
Ohio
$3.82M -$158K -1,560 -4%
BC
309
Bartlett & Co
Ohio
$3.82M -$158K -1,560 -4%
LFAS
310
Level Four Advisory Services
Texas
$3.79M +$27.5K +272 +0.7%
HTC
311
Haverford Trust Company
Pennsylvania
$3.77M +$2.48M +24,583 +194%
SLF
312
Sun Life Financial
Ontario, Canada
$3.75M – – –
DFA
313
Delta Financial Advisors
Louisiana
$3.74M +$526K +5,200 +16%
AC
314
Abbrea Capital
California
$3.71M +$855K +8,461 +30%
HC
315
Hatton Consulting
Arizona
$3.7M +$3.7M +36,551 New
OPW
316
Oxler Private Wealth
New York
$3.69M +$103K +1,016 +3%
EWM
317
Empirical Wealth Management
Washington
$3.68M -$213K -2,105 -5%
DWM
318
Dakota Wealth Management
Florida
$3.67M -$1.13M -11,215 -24%
SCM
319
Southport Capital Management
Tennessee
$3.65M -$1.43M -14,179 -28%
WCM
320
WealthBridge Capital Management
Ohio
$3.64M +$42K +415 +1%
LF
321
LifeSteps Financial
California
$3.63M -$115K -1,138 -3%
HAS
322
HBW Advisory Services
California
$3.63M +$151K +1,489 +4%
CCM
323
Coldstream Capital Management
Washington
$3.61M -$77.3K -765 -2%
AP
324
Agilis Partners
Massachusetts
$3.55M – – –
PBF
325
Petix & Botte Financial
California
$3.53M -$140K -1,382 -4%
11 12
13
14 15