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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

704 hedge funds and large institutions have $5.52B invested in Vanguard High Dividend Yield ETF in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 241 increasing their positions, 266 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+13
Holders Change %
+1.88%
% of All Funds
16.16%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.72%
New
63
Increased
241
Reduced
266
Closed
46
Calls
$8.87M
Puts
$7.13M
Net Calls
+$1.74M
Net Calls Change
-$49K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$129M
2
Deutsche Bank
Deutsche Bank
Germany
+$21.6M
3
CL
CPWM LLC
Washington
+$15.2M
4
M&T Bank
M&T Bank
New York
+$11.9M
5
BTS
BB&T Securities
Virginia
+$11.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$387M
2
AF
Allworth Financial
California
-$78.9M
3
HI
Horizon Investments
North Carolina
-$50M
4
IWA
Inspirion Wealth Advisors
Illinois
-$21.6M
5
PC
Permanens Capital
New York
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
451
Calton & Associates
Florida
$461K +$11.6K +141 +3%
PWAP
452
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$459K +$7.09K +86 +2%
CL
453
Choreo LLC
Illinois
$457K -$12.2K -148 -3%
MSFP
454
Mark Sheptoff Financial Planning
Connecticut
$455K +$16.5K +200 +4%
FC
455
FCA Corp
Texas
$449K +$57.6K +698 +15%
PCFFS
456
Pacific Center for Financial Services
California
$448K – – –
CCM
457
Condor Capital Management
New Jersey
$444K – – –
WPW
458
Waldron Private Wealth
Pennsylvania
$442K – – –
HCM
459
HMS Capital Management
Tennessee
$441K +$441K +5,345 New
SAS
460
Sage Advisory Services
Texas
$438K +$195K +2,365 +80%
NSAM
461
North Star Asset Management
Wisconsin
$437K – – –
HR
462
Howe & Rusling
New York
$434K +$51.3K +622 +13%
WA1
463
Wimmer Associates 1
California
$429K – – –
MSA
464
Marino Stram & Associates
Massachusetts
$428K +$148K +1,792 +53%
MAS
465
Madden Advisory Services
Florida
$426K – – –
WCF
466
West Coast Financial
California
$423K -$101K -1,225 -19%
Comerica Bank
467
Comerica Bank
Texas
$423K +$38.1K +456 +10%
PFA
468
Pathway Financial Advisors
Vermont
$422K – – –
SFA
469
Sequoia Financial Advisors
Ohio
$413K -$24.5K -297 -6%
HFA
470
Huber Financial Advisors
Illinois
$411K -$3.55K -43 -0.9%
CRC
471
Curi RMB Capital
Illinois
$410K -$65.6K -795 -14%
PS
472
Portfolio Solutions
Michigan
$410K -$12K -145 -3%
DBRC
473
D.B. Root & Company
Pennsylvania
$408K +$408K +4,940 New
WA
474
Wealth Architects
California
$404K -$30.5K -369 -7%
T
475
Thomaspartners
Massachusetts
$400K -$48.9K -594 -11%
17 18
19
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