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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,593 hedge funds and large institutions have $20.3B invested in Vanguard High Dividend Yield ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 563 increasing their positions, 641 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,593
Holders Change
+31
Holders Change %
+1.98%
% of All Funds
23.1%
Holding in Top 10
159
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.64%
% of All Funds
2.31%
New
128
Increased
563
Reduced
641
Closed
76
Calls
$218M
Puts
$55.1M
Net Calls
+$162M
Net Calls Change
+$53.2M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$192M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$251M
3
Wells Fargo
3
Wells Fargo
California
$557M
4
EWG
4
Executive Wealth Group
Washington
$34M
5
DI
5
DAGCO Inc
Ohio
$18.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.15B
2
MYLI
2
Meiji Yasuda Life Insurance
Japan
$166M
3
Stifel Financial
3
Stifel Financial
Missouri
$157M
4
AP
4
Arlington Partners
Alabama
$0
5
UBS Group
5
UBS Group
Switzerland
$376M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$127M -$1.33M -11,030 -1%
Truist Financial
27
Truist Financial
North Carolina
$122M -$1.44M -11,923 -1%
Osaic Holdings
28
Osaic Holdings
Arizona
$121M -$16.1M -133,380 -12%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$121M -$1.56M -12,906 -1%
KAS
30
Kestra Advisory Services
Texas
$113M +$3.5M +28,917 +3%
RIM
31
Rakuten Investment Management
Japan
$112M +$2.93M +24,256 +3%
JIC
32
Joel Isaacson & Co
New York
$104M +$3.55M +29,354 +4%
CSIA
33
Charles Schwab Investment Advisory
California
$98.8M -$9.38M -77,488 -9%
HighTower Advisors
34
HighTower Advisors
Illinois
$93.4M -$2.25M -18,599 -2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$93.3M -$2.41M -19,882 -3%
SCTC
36
Sanibel Captiva Trust Company
Florida
$92.8M -$12.8M -105,600 -12%
WBG
37
Wharton Business Group
Pennsylvania
$90.1M -$3.45M -28,496 -4%
AOI
38
Auto-Owners Insurance
Michigan
$87.6M – – –
BB
39
Bell Bank
North Dakota
$81M +$1.89M +15,608 +2%
AF
40
Allworth Financial
California
$80.6M -$340K -2,812 -0.4%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$79.4M -$2.09M -17,281 -3%
MWA
42
Martel Wealth Advisors
Washington
$77.5M +$1.4M +11,543 +2%
DADC
43
D.A. Davidson & Co
Montana
$76.2M +$1.44M +11,906 +2%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$72.3M +$2.14M +17,789 +3%
AssetMark Inc
45
AssetMark Inc
California
$70.5M +$1.82M +15,024 +3%
MFIM
46
Mesirow Financial Investment Management
Illinois
$66.5M +$3.26M +26,951 +5%
HWA
47
HCR Wealth Advisors
California
$66.3M -$1.08M -8,927 -2%
SWP
48
Stratos Wealth Partners
Ohio
$65.9M +$16.8M +139,217 +34%
MSA
49
Marino Stram & Associates
Massachusetts
$63.1M +$1.01M +8,382 +2%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$62.3M -$4.9M -40,476 -7%
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