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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,430 hedge funds and large institutions have $16.8B invested in Vanguard High Dividend Yield ETF in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 598 increasing their positions, 493 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
-33
Holders Change %
-2.26%
% of All Funds
22.89%
Holding in Top 10
175
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-9.79%
% of All Funds
2.8%
New
100
Increased
598
Reduced
493
Closed
87
Calls
$190M
Puts
$17.9M
Net Calls
+$172M
Net Calls Change
+$12.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$339M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$29M
3
BB
3
Bell Bank
North Dakota
$62.5M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140M
5
LPL Financial
5
LPL Financial
California
$511M

Top Sellers

1
SLI
1
Sumitomo Life Insurance
Japan
$0
2
Bank of America
2
Bank of America
North Carolina
$1.21B
3
Truist Financial
3
Truist Financial
North Carolina
$253M
4
FMLI
4
Fukoku Mutual Life Insurance
Japan
$0
5
Jane Street
5
Jane Street
New York
$8.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$118M -$2.71M -25,705 -2%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$117M -$7.47M -70,813 -6%
CAN
28
Cetera Advisor Networks
California
$115M +$7.22M +68,391 +7%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$102M +$2.69M +25,515 +3%
RIM
30
Rakuten Investment Management
Japan
$95.2M +$8.62M +82,600 +10%
KAS
31
Kestra Advisory Services
Texas
$94.1M +$429K +4,069 +0.5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$92M -$21.4M -203,280 -19%
CSIA
33
Charles Schwab Investment Advisory
California
$89.9M -$2.31M -21,920 -3%
HighTower Advisors
34
HighTower Advisors
Illinois
$89.9M -$2.26M -21,430 -2%
JIC
35
Joel Isaacson & Co
New York
$86.3M +$5.6M +53,046 +7%
SR
36
Swiss Re
Switzerland
$76.9M – – –
AOI
37
Auto-Owners Insurance
Michigan
$76.4M – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$74.5M +$1.63M +15,423 +2%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$72.8M +$5.2M +49,242 +8%
R
40
Rebalance
California
$65.9M +$915K +8,670 +1%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$65.3M +$4.87M +46,115 +8%
DADC
42
D.A. Davidson & Co
Montana
$64.7M -$13.6M -129,023 -17%
AF
43
Allworth Financial
California
$62.8M +$10.8M +102,012 +21%
BB
44
Bell Bank
North Dakota
$62.5M +$24.6M +233,021 +65%
MML Investors Services
45
MML Investors Services
Massachusetts
$60.7M -$2.44M -23,169 -4%
MWA
46
Martel Wealth Advisors
Washington
$60.2M +$176K +1,669 +0.3%
PWP
47
Perfromance Wealth Partners
Illinois
$57.7M +$3.51M +33,282 +6%
OA
48
Operose Advisors
Wisconsin
$57.2M +$3.23M +30,580 +6%
AssetMark Inc
49
AssetMark Inc
California
$55.5M -$28.5M -270,375 -34%
NFC
50
Northeast Financial Consultants
Connecticut
$54.2M -$100K -949 -0.2%
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