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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 %
RMAM
401
Raab & Moskowitz Asset Management
New Jersey
$4.01M +$415K +3,913 +12%
WMP
402
Wealth Management Partners
Arizona
$3.97M -$206K -1,940 -5%
MHR
403
Matthew Hamilton Rosenberg
$3.95M -$431K -4,061 -10%
PCM
404
Parsons Capital Management
Rhode Island
$3.95M +$36.6K +345 +0.9%
SAG
405
SageView Advisory Group
California
$3.95M +$677K +6,385 +21%
PCS
406
Personal CFO Solutions
New Jersey
$3.91M +$13.8K +130 +0.4%
HA
407
Hofer & Associates
California
$3.86M -$114K -1,072 -3%
EHC
408
Everett Harris & Co
California
$3.85M +$24.4K +230 +0.6%
AWM
409
Apollon Wealth Management
South Carolina
$3.84M +$1.25M +11,828 +49%
NRI
410
NFP Retirement Inc
California
$3.83M -$273K -2,575 -7%
PI
411
PFG Investments
New York
$3.77M -$262K -2,474 -7%
WP
412
Wealthspan Partners
Iowa
$3.77M +$34.3K +323 +0.9%
MNG
413
Manning & Napier Group
New York
$3.76M -$3.97M – –
JWBC
414
J.W. Burns & Co
New York
$3.76M -$110K -1,035 -3%
SM
415
Sweeney & Michel
California
$3.75M +$32.1K +295 +0.9%
JE
416
JMAC Enterprises
Pennsylvania
$3.73M +$86.4K +815 +2%
LWA
417
Lowe Wealth Advisors
Maryland
$3.73M +$5.41K +51 +0.1%
WKWM
418
Walter & Keenan Wealth Management
Indiana
$3.72M +$217K +2,047 +6%
LWM
419
Laidlaw Wealth Management
New York
$3.7M +$468K +4,409 +14%
PBF
420
Petix & Botte Financial
California
$3.7M +$1.33M +12,572 +56%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$3.7M -$29K -273 -0.8%
OCM
422
Orion Capital Management
California
$3.69M +$1.59K +15 +0%
Citadel Advisors
423
Citadel Advisors
Florida
$3.69M +$1.36M +12,851 +59%
IAA
424
Ironsides Asset Advisors
North Carolina
$3.68M – – –
CBT
425
CoreFirst Bank & Trust
Kansas
$3.68M +$450K +4,247 +14%
15 16
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