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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

536 hedge funds and large institutions have $5.47B invested in Vanguard High Dividend Yield ETF in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 220 increasing their positions, 150 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+61
Holders Change %
+12.84%
% of All Funds
13.42%
Holding in Top 10
67
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.07%
% of All Funds
1.68%
New
86
Increased
220
Reduced
150
Closed
21
Calls
$6.04M
Puts
$9.19M
Net Calls
-$3.15M
Net Calls Change
-$4.28M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.13B
2
Ameriprise
Ameriprise
Minnesota
$82.6M
3
UBS Group
UBS Group
Switzerland
$168M
4
Morgan Stanley
Morgan Stanley
New York
$288M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$284M

Top Sellers

1
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$183M
2
MB
Mizuho Bank
Japan
$0
3
Goldman Sachs
Goldman Sachs
New York
$56.6M
4
WBG
Wharton Business Group
Pennsylvania
$6.28M
5
PC
Permanens Capital
New York
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JDR
451
Jay D. Rosenbaum
$239K – – –
RIG
452
Roosevelt Investment Group
New York
$239K +$239K +3,148 New
FG
453
Fiduciary Group
Georgia
$237K +$454 +6 +0.2%
PCA
454
Personal Capital Advisors
California
$233K +$233K +3,071 New
BCM
455
Brookmont Capital Management
Texas
$231K +$231K +3,054 New
BAM
456
Berkshire Asset Management
Pennsylvania
$230K -$9.87K -130 -4%
Schroder Investment Management Group
457
Schroder Investment Management Group
United Kingdom
$227K -$59.2K -780 -21%
DT
458
Diversified Trust
Tennessee
$227K – – –
11A
459
10-15 Associates
New York
$226K -$486K -6,436 -68%
SA
460
SRH Advisors
Kansas
$225K – – –
NSIM
461
North Star Investment Management
Illinois
$222K +$42.3K +558 +24%
HCM
462
Hollencrest Capital Management
California
$217K – – –
OC
463
Oarsman Capital
Wisconsin
$216K -$346K -4,569 -62%
Comerica Bank
464
Comerica Bank
Texas
$216K -$39K -514 -15%
OLA
465
Oliver Luxxe Assets
New Jersey
$211K +$211K +2,787 New
EDRH
466
Edmond de Rothschild Holding
Switzerland
$210K -$36.1K -475 -15%
SCM
467
Shelton Capital Management
Colorado
$204K -$33.9K -447 -14%
MFW
468
Meristem Family Wealth
Minnesota
$202K -$90K -1,185 -31%
AWA
469
Arete Wealth Advisors
Illinois
$201K +$201K +2,653 New
WEC
470
Winslow Evans & Crocker
Massachusetts
$189K +$114K +1,508 +153%
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$186K +$29.5K +390 +19%
BKA
472
Brick & Kyle Associates
Pennsylvania
$179K +$682 +9 +0.4%
MMG
473
Monetary Management Group
Missouri
$172K -$1.46M -19,375 -89%
ACS
474
Archford Capital Strategies
Illinois
$172K – – –
EWM
475
Evercore Wealth Management
New York
$170K – – –
17 18
19
20 21