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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 %
SCA
351
Stillwater Capital Advisors
Pennsylvania
$5.85M -$308K -2,847 -5%
RCA
352
Ranch Capital Advisors
Florida
$5.84M -$23.4K -216 -0.4%
PFM
353
Parsec Financial Management
North Carolina
$5.81M +$17.4K +161 +0.3%
EAM
354
Evanson Asset Management
California
$5.73M -$34.5K -319 -0.6%
MSWM
355
McGlone Suttner Wealth Management
Wisconsin
$5.73M +$5.73M +52,951 New
MHWM
356
Montz Harcus Wealth Management
Louisiana
$5.71M +$976K +9,015 +21%
DIA
357
Davidson Investment Advisors
Montana
$5.67M +$257K +2,379 +5%
PCIA
358
Prime Capital Investment Advisors
Kansas
$5.65M +$5.65M +52,207 New
PCM
359
Pennsylvania Capital Management
Pennsylvania
$5.55M +$5.55M +50,015 New
SRC
360
Sage Rhino Capital
California
$5.53M -$134K -1,235 -2%
EC
361
EdgeRock Capital
Colorado
$5.53M +$2.12M +19,574 +62%
SVWAG
362
Sound View Wealth Advisors Group
Georgia
$5.48M +$2.97M +26,612 +118%
FPB
363
First PREMIER Bank
South Dakota
$5.43M +$1.89M +17,423 +53%
SYBT
364
Stock Yards Bank & Trust
Kentucky
$5.36M +$53.6K +495 +1%
CHAM
365
Clear Harbor Asset Management
Connecticut
$5.36M +$216K +1,995 +4%
SF
366
Summit Financial
New Jersey
$5.34M +$162K +1,493 +3%
SSWM
367
Smith Salley Wealth Management
North Carolina
$5.31M +$3.69M +34,117 +229%
WS
368
Wedbush Securities
California
$5.29M +$1.69M +15,573 +47%
SFP
369
Sterling Financial Planning
New Jersey
$5.22M +$416K +3,848 +9%
DBIA
370
Dumont & Blake Investment Advisors
New Jersey
$5.19M +$23.4K +216 +0.5%
BFO
371
Biltmore Family Office
North Carolina
$5.14M +$587K +5,422 +13%
HTC
372
Haverford Trust Company
Pennsylvania
$5.11M +$263K +2,435 +5%
BIP
373
Blueprint Investment Partners
North Carolina
$5.09M – – –
BAG
374
Bridgewealth Advisory Group
California
$5.04M +$5.04M +46,587 New
HCM
375
Hengehold Capital Management
Ohio
$5.03M +$1.2M +11,097 +31%
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