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Vanguard High Dividend Yield ETF

1,563 hedge funds and large institutions have $20.1B invested in Vanguard High Dividend Yield ETF in 2023 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 532 increasing their positions, 616 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,563
Holders Change
+126
Holders Change %
+8.77%
% of All Funds
22.91%
Holding in Top 10
165
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.77%
% of All Funds
2.42%
New
209
Increased
532
Reduced
616
Closed
59
Calls
$144M
Puts
$35M
Net Calls
+$109M
Net Calls Change
-$53.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$5.36M +$1.33M +11,935 +33%
CHAM
352
Clear Harbor Asset Management
Connecticut
$5.36M +$6.03K +54 +0.1%
EWM
353
Executive Wealth Management
Michigan
$5.3M -$30.5K -273 -0.6%
DBIA
354
Dumont & Blake Investment Advisors
New Jersey
$5.25M -$16.4K -147 -0.3%
ACG
355
Allen Capital Group
Nebraska
$5.23M +$1.97M +17,658 +60%
DWT
356
Dorsey & Whitney Trust
South Dakota
$5.22M +$7.37K +66 +0.1%
SYBT
357
Stock Yards Bank & Trust
Kentucky
$5.2M -$671K -6,013 -11%
BAG
358
Bridgewealth Advisory Group
California
$5.18M -$130K -1,168 -2%
GB
359
Gunma Bank
Japan
$5.14M +$223K +2,000 +5%
TW
360
TritonPoint Wealth
Maryland
$5.13M +$5.13M +45,995 New
BFO
361
Biltmore Family Office
North Carolina
$5.11M
PS
362
Principal Securities
Iowa
$5.1M +$5.1M +45,674 New
MSWM
363
McGlone Suttner Wealth Management
Wisconsin
$5.09M -$30.7K -275 -0.6%
GHA
364
GW Henssler & Associates
Georgia
$5.07M +$387K +3,464 +8%
AWM
365
Accel Wealth Management
Iowa
$5.05M +$17K +152 +0.3%
GWMR
366
GC Wealth Management RIA
Massachusetts
$5.04M +$5.04M +45,131 New
ST
367
Sageworth Trust
Pennsylvania
$5.02M -$16.5M -147,432 -77%
CA
368
Clearstead Advisors
Ohio
$5.02M +$3.33M +29,867 +198%
RWA
369
Rooted Wealth Advisors
Illinois
$5.01M -$649K -5,758 -11%
MCM
370
MidAtlantic Capital Management
Virginia
$4.98M +$4.98M +44,622 New
CCA
371
Childress Capital Advisors
Texas
$4.95M -$567K -5,075 -10%
HTC
372
Haverford Trust Company
Pennsylvania
$4.95M -$188K -1,685 -4%
GFG
373
Goldstone Financial Group
Illinois
$4.89M -$5.42M -48,572 -53%
WMA
374
Wealth Management Associates
New Jersey
$4.89M -$33.2K -297 -0.7%
RCA
375
Ranch Capital Advisors
Florida
$4.87M -$1.27M -11,370 -21%