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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,446 hedge funds and large institutions have $17.4B invested in Vanguard High Dividend Yield ETF in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 573 increasing their positions, 555 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,446
Holders Change
+16
Holders Change %
+1.12%
% of All Funds
22.8%
Holding in Top 10
166
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.14%
% of All Funds
2.62%
New
98
Increased
573
Reduced
555
Closed
70
Calls
$202M
Puts
$31.8M
Net Calls
+$170M
Net Calls Change
-$2.13M

Top Buyers

1
SLI
Sumitomo Life Insurance
Japan
$1.07B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$513M
3
Bank of America
Bank of America
North Carolina
$1.25B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$165M
5
ST
Sageworth Trust
Pennsylvania
$22.5M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$13.7M
2
Truist Financial
Truist Financial
North Carolina
$134M
3
CG
Colony Group
Massachusetts
$26.3M
4
SR
Swiss Re
Switzerland
$0
5
MCC
Money Concepts Capital
Florida
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
301
Synovus Financial
Georgia
$6.81M -$152K -1,436 -2%
JWA
302
JFS Wealth Advisors
Pennsylvania
$6.79M -$420K -3,962 -6%
HR
303
Howe & Rusling
New York
$6.68M +$1.37M +12,938 +26%
BCI
304
Brinker Capital Investments
Pennsylvania
$6.66M +$406K +3,829 +6%
OPS
305
Orion Portfolio Solutions
Nebraska
$6.66M +$406K +3,829 +6%
MWM
306
Mission Wealth Management
California
$6.66M -$124K -1,172 -2%
SFP
307
Sterling Financial Planning
New Jersey
$6.52M +$848K +7,992 +15%
BWP
308
Bernardo Wealth Planning
Pennsylvania
$6.51M +$294K +2,774 +5%
GSIS
309
Global Strategic Investment Solutions
Arizona
$6.4M -$18.2K -172 -0.3%
HWM
310
HB Wealth Management
Georgia
$6.39M -$110K -1,040 -2%
RFN
311
RDA Financial Network
Iowa
$6.39M -$70.5K -665 -1%
PFG
312
Pinnacle Financial Group
Illinois
$6.39M +$11.2K +106 +0.2%
AAP
313
Arax Advisory Partners
Colorado
$6.39M +$135K +1,274 +2%
MWM
314
Modera Wealth Management
New Jersey
$6.35M +$4.97M +46,858 +361%
AWP
315
Accretive Wealth Partners
New Jersey
$6.33M +$321K +3,024 +5%
MAWAG
316
Mid-American Wealth Advisory Group
Missouri
$6.29M +$6.29M +58,764 New
MG
317
Mather Group
Illinois
$6.24M +$5.29M +49,834 +553%
ACA
318
Aptus Capital Advisors
Alabama
$6.15M +$2.57M +24,193 +72%
RJT
319
Raymond James Trust
Florida
$6.12M +$175K +1,649 +3%
BFAG
320
Blackston Financial Advisory Group
Florida
$6.06M -$86.2K -813 -1%
SCA
321
Stillwater Capital Advisors
Pennsylvania
$6.05M -$15.1K -142 -0.2%
BB
322
Busey Bank
Illinois
$5.98M -$193K -1,821 -3%
MHWM
323
Montz Harcus Wealth Management
Louisiana
$5.92M +$335K +3,159 +6%
PCIA
324
Prime Capital Investment Advisors
Kansas
$5.91M +$5.65M +53,308 +2,197%
SLF
325
Sun Life Financial
Ontario, Canada
$5.9M -$125K -1,176 -2%
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