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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,463 hedge funds and large institutions have $27.1B invested in Vanguard High Dividend Yield ETF in 2022 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 645 increasing their positions, 389 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+147
Holders Change %
+11.17%
% of All Funds
23.6%
Holding in Top 10
194
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+20.5%
% of All Funds
3.13%
New
232
Increased
645
Reduced
389
Closed
56
Calls
$194M
Puts
$34M
Net Calls
+$160M
Net Calls Change
+$46M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$8.86B
2
Bank of America
2
Bank of America
North Carolina
$1.72B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.05B
4
Wells Fargo
4
Wells Fargo
California
$549M
5
Truist Financial
5
Truist Financial
North Carolina
$321M

Top Sellers

1
SLI
1
Sumitomo Life Insurance
Japan
$519M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$378M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.48M
4
AssetMark Inc
4
AssetMark Inc
California
$86.2M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
326
HB Wealth Management
Georgia
$6.62M +$195K +1,802 +3%
MYIA
327
Mount Yale Investment Advisors
Colorado
$6.59M +$221K +2,038 +3%
BB
328
Busey Bank
Illinois
$6.57M -$78.1K -722 -1%
RFN
329
RDA Financial Network
Iowa
$6.54M -$51.3K -474 -0.8%
SFWC
330
Strategic Family Wealth Counselors
New Jersey
$6.52M +$17.1K +158 +0.3%
HAS
331
HBW Advisory Services
California
$6.5M +$350K +3,230 +6%
SHA
332
Seneca House Advisors
Virginia
$6.48M -$516K -4,769 -7%
TCM
333
Telos Capital Management
California
$6.38M +$46.1K +426 +0.7%
1WM
334
1900 Wealth Management
Texas
$6.34M +$1.32M +12,177 +26%
EWM
335
Empirical Wealth Management
Washington
$6.34M +$498K +4,599 +9%
AAP
336
Arax Advisory Partners
Colorado
$6.31M -$89.7K -829 -1%
LSAG
337
Lake Street Advisors Group
New Hampshire
$6.24M +$478K +4,413 +8%
PAG
338
Private Advisory Group
Washington
$6.22M -$85.8K -793 -1%
WFA
339
Wells Financial Advisors
Massachusetts
$6.21M +$3.17M +29,272 +104%
TFG
340
Tilson Financial Group
New Jersey
$6.2M +$6.2M +57,282 New
AAS
341
Asset Allocation Strategies
Michigan
$6.16M +$6.16M +56,889 New
SLF
342
Sun Life Financial
Ontario, Canada
$6.14M -$25.9K -239 -0.4%
BAM
343
Belpointe Asset Management
Nevada
$6.13M +$1.49M +13,786 +32%
CWS
344
Cypress Wealth Services
California
$6.1M -$188K -1,735 -3%
BWP
345
Bernardo Wealth Planning
Pennsylvania
$6M +$678K +6,269 +13%
EWM
346
Evergreen Wealth Management
Michigan
$5.98M +$5.98M +55,580 New
E
347
ETFidea
New York
$5.93M -$73K -675 -1%
PFG
348
Pinnacle Financial Group
Illinois
$5.93M +$439K +4,061 +8%
RLKPA
349
Robbie L. Kennerson P.A.
Florida
$5.89M +$5.89M +54,461 New
AWP
350
Accretive Wealth Partners
New Jersey
$5.88M +$284K +2,624 +5%
12 13
14
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