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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,562 hedge funds and large institutions have $20.1B invested in Vanguard High Dividend Yield ETF in 2023 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 532 increasing their positions, 616 reducing their positions, and 59 closing their positions.

Holders
1,562
Holders Change
+125
Holders Change %
+8.7%
% of All Funds
22.9%
Holding in Top 10
165
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.77%
% of All Funds
2.42%
New
208
Increased
532
Reduced
616
Closed
59
Calls
$144M
Puts
$35M
Net Calls
+$109M
Net Calls Change
-$53.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.04B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$250M
3
MFIM
3
Mesirow Financial Investment Management
Illinois
$58.3M
4
AT
4
Arlington Trust
Alabama
$50.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$187M

Top Sellers

1
SLI
1
Sumitomo Life Insurance
Japan
$1.69B
2
Goldman Sachs
2
Goldman Sachs
New York
$243M
3
FA
3
Fiducient Advisors
Illinois
$586K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$127M
5
GWP
5
Gateway Wealth Partners
Wisconsin
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$115M 1,032,581 -119,827 -10%
Truist Financial
27
Truist Financial
North Carolina
$114M 1,019,924 -148,880 -13%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$113M 1,013,742 -23,000 -2%
KAS
29
Kestra Advisory Services
Texas
$101M 908,791 -31,971 -3%
RIM
30
Rakuten Investment Management
Japan
$101M 904,298 +10,500 +1%
CSIA
31
Charles Schwab Investment Advisory
California
$99.8M 894,424 +4,367 +0.5%
SCTC
32
Sanibel Captiva Trust Company
Florida
$97.4M 872,482 +872,482 New
JIC
33
Joel Isaacson & Co
New York
$92.3M 826,605 +4,693 +0.6%
HighTower Advisors
34
HighTower Advisors
Illinois
$88.4M 791,649 -124,121 -14%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$88.3M 790,872 -64,911 -8%
WBG
36
Wharton Business Group
Pennsylvania
$86.3M 772,987 +37,523 +5%
AOI
37
Auto-Owners Insurance
Michigan
$80.8M 724,200 – –
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$75.2M 673,909 -4,111 -0.6%
AF
39
Allworth Financial
California
$74.7M 669,325 -24,236 -3%
BB
40
Bell Bank
North Dakota
$73M 654,121 +19,311 +3%
MWA
41
Martel Wealth Advisors
Washington
$70.2M 628,799 +16,855 +3%
DADC
42
D.A. Davidson & Co
Montana
$69M 618,079 +12,058 +2%
MML Investors Services
43
MML Investors Services
Massachusetts
$67.5M 604,793 +20,019 +3%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$65.3M 581,743 -58,476 -9%
AssetMark Inc
45
AssetMark Inc
California
$63.4M 567,829 +34,913 +7%
HWA
46
HCR Wealth Advisors
California
$62.2M 556,799 +119,936 +27%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$62M 555,744 -38,434 -6%
PWP
48
Perfromance Wealth Partners
Illinois
$61.2M 548,486 -5,935 -1%
Mariner
49
Mariner
Kansas
$59.4M 532,293 +8,569 +2%
Cerity Partners
50
Cerity Partners
New York
$58.6M 524,909 +129,567 +33%
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