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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,430 hedge funds and large institutions have $16.8B invested in Vanguard High Dividend Yield ETF in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 598 increasing their positions, 493 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
-33
Holders Change %
-2.26%
% of All Funds
22.89%
Holding in Top 10
175
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-9.79%
% of All Funds
2.8%
New
100
Increased
598
Reduced
493
Closed
87
Calls
$190M
Puts
$17.9M
Net Calls
+$172M
Net Calls Change
+$12.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$339M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$29M
3
BB
Bell Bank
North Dakota
$62.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140M
5
LPL Financial
LPL Financial
California
$511M

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
$0
2
Bank of America
Bank of America
North Carolina
$1.21B
3
Truist Financial
Truist Financial
North Carolina
$253M
4
FMLI
Fukoku Mutual Life Insurance
Japan
$0
5
Jane Street
Jane Street
New York
$8.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
301
Rooted Wealth Advisors
Illinois
$6.64M +$3.72M +34,762 +128%
EWM
302
Empirical Wealth Management
Washington
$6.57M +$390K +3,700 +6%
HWM
303
HB Wealth Management
Georgia
$6.47M +$17.1K +162 +0.3%
RFN
304
RDA Financial Network
Iowa
$6.43M +$49.3K +467 +0.8%
GSIS
305
Global Strategic Investment Solutions
Arizona
$6.38M -$1.13M -10,683 -15%
PAG
306
Private Advisory Group
Washington
$6.36M +$299K +2,836 +5%
PFG
307
Pinnacle Financial Group
Illinois
$6.34M +$563K +5,335 +10%
National Bank of Canada
308
National Bank of Canada
Quebec, Canada
$6.34M -$2.95M -25,660 -32%
OWM
309
Orgel Wealth Management
Wisconsin
$6.28M +$5.19M +49,216 +478%
DAS
310
Dynamic Advisor Solutions
Arizona
$6.27M -$277K -2,623 -4%
AAP
311
Arax Advisory Partners
Colorado
$6.22M +$66.1K +627 +1%
OPS
312
Orion Portfolio Solutions
Nebraska
$6.22M +$2.39M +22,696 +63%
BCI
313
Brinker Capital Investments
Pennsylvania
$6.22M +$5.09M +48,245 +451%
BWP
314
Bernardo Wealth Planning
Pennsylvania
$6.19M +$335K +3,177 +6%
BB
315
Busey Bank
Illinois
$6.14M -$265K -2,515 -4%
BFAG
316
Blackston Financial Advisory Group
Florida
$6.11M -$800K -7,585 -12%
WFA
317
Wells Financial Advisors
Massachusetts
$6.09M +$36.6K +347 +0.6%
EWM
318
Evergreen Wealth Management
Michigan
$6.04M +$174K +1,650 +3%
SCA
319
Stillwater Capital Advisors
Pennsylvania
$6.03M +$322K +3,048 +6%
SLF
320
Sun Life Financial
Ontario, Canada
$5.99M +$10K +95 +0.2%
TFG
321
Tilson Financial Group
New Jersey
$5.99M -$48.8K -463 -0.8%
AWP
322
Accretive Wealth Partners
New Jersey
$5.97M +$240K +2,274 +4%
RJT
323
Raymond James Trust
Florida
$5.91M -$1.03M -9,752 -15%
CFP
324
Curran Financial Partners
South Carolina
$5.9M +$1.06M +10,055 +22%
SHA
325
Seneca House Advisors
Virginia
$5.81M -$500K -4,740 -8%
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