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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

563 hedge funds and large institutions have $4.7B invested in Vanguard High Dividend Yield ETF in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 254 increasing their positions, 174 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+27
Holders Change %
+5.04%
% of All Funds
14.04%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.5%
New
56
Increased
254
Reduced
174
Closed
25
Calls
$7.52M
Puts
$5.09M
Net Calls
+$2.43M
Net Calls Change
+$5.58M

Top Buyers

1
OCG
Opus Capital Group
Ohio
+$40.8M
2
MML Investors Services
MML Investors Services
Massachusetts
+$18M
3
FSA
Financial Sense Advisors
California
+$15.1M
4
HWA
HCR Wealth Advisors
California
+$12.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$10.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$655M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$230M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$74.6M
4
SCA
Stuart Chaussee & Associates
California
-$59M
5
SIA
Spruce Investment Advisors
Connecticut
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
401
Klingman & Associates
New York
$436K – – –
NFG
402
Nations Financial Group
Iowa
$433K -$17.7K -228 -4%
EWA
403
Exencial Wealth Advisors
Oklahoma
$432K – – –
PCFFS
404
Pacific Center for Financial Services
California
$426K -$153K -1,964 -26%
BAC
405
Boys Arnold & Co
North Carolina
$422K -$82.4K -1,060 -16%
CCM
406
Condor Capital Management
New Jersey
$418K – – –
CPA
407
Clear Perspective Advisors
Illinois
$412K – – –
PS
408
Portfolio Solutions
Michigan
$411K +$20.2K +260 +5%
BCP
409
Blue Chip Partners
Michigan
$407K +$1.55K +20 +0.4%
IAMOG
410
Investors Asset Management of Georgia
Georgia
$406K -$50.4K -650 -11%
MAS
411
Madden Advisory Services
Florida
$401K – – –
TC
412
Telemus Capital
Michigan
$388K – – –
T
413
Thomaspartners
Massachusetts
$386K – – –
SWA
414
SFMG Wealth Advisors
Texas
$381K +$381K +4,901 New
AAS
415
Annex Advisory Services
Wisconsin
$379K +$32.6K +420 +9%
MM
416
Meridian Management
Arkansas
$377K – – –
CAM
417
Covenant Asset Management
New Jersey
$372K -$176K -2,260 -32%
SCM
418
Shelton Capital Management
Colorado
$372K +$163K +2,097 +78%
SFA
419
Sequoia Financial Advisors
Ohio
$370K -$1.86K -24 -0.5%
EHPM
420
Emery Howard Portfolio Management
California
$365K +$2.49K +32 +0.7%
AF
421
Affiance Financial
Minnesota
$364K -$7.37K -95 -2%
Comerica Bank
422
Comerica Bank
Texas
$364K +$142K +1,823 +64%
SHIM
423
Stone House Investment Management
Pennsylvania
$355K +$2.49K +32 +0.7%
FTIOP
424
Fiduciary Trust International of Pennsylvania
Pennsylvania
$353K – – –
HR
425
Howe & Rusling
New York
$352K +$2.56K +33 +0.7%
15 16
17
18 19