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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,446 hedge funds and large institutions have $17.4B invested in Vanguard High Dividend Yield ETF in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 573 increasing their positions, 555 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,446
Holders Change
+16
Holders Change %
+1.12%
% of All Funds
22.8%
Holding in Top 10
166
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.14%
% of All Funds
2.62%
New
98
Increased
573
Reduced
555
Closed
70
Calls
$202M
Puts
$31.8M
Net Calls
+$170M
Net Calls Change
-$2.13M

Top Buyers

1
SLI
Sumitomo Life Insurance
Japan
+$1.07B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$59.3M
3
Bank of America
Bank of America
North Carolina
+$28M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$23.5M
5
ST
Sageworth Trust
Pennsylvania
+$21.8M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$403M
2
Truist Financial
Truist Financial
North Carolina
-$120M
3
CG
Colony Group
Massachusetts
-$117M
4
SR
Swiss Re
Switzerland
-$76.9M
5
MCC
Money Concepts Capital
Florida
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
476
SWS Partners
Ohio
$2.7M +$73.1K +689 +3%
TWP
477
Tempus Wealth Planning
California
$2.69M +$2.31M +21,823 +620%
KFP
478
Keystone Financial Planning
Ohio
$2.69M +$24.3K +229 +0.9%
BBW
479
Blue Barn Wealth
Utah
$2.69M +$1.59K +15 +0.1%
AAG
480
Armstrong Advisory Group
Massachusetts
$2.67M +$57.1K +538 +2%
IGWM
481
ICA Group Wealth Management
Colorado
$2.64M +$204K +1,923 +8%
LIM
482
Leavell Investment Management
Alabama
$2.62M -$633K -5,970 -19%
OPWM
483
Oxinas Partners Wealth Management
Indiana
$2.62M +$245K +2,312 +10%
WWM
484
Western Wealth Management
Colorado
$2.6M -$210K -1,979 -7%
AO
485
Advisor OS
Illinois
$2.6M +$760K +7,166 +41%
MA
486
MJP Associates
Connecticut
$2.59M -$4.9M -46,230 -65%
SCM
487
Spreng Capital Management
Ohio
$2.58M -$75.1K -708 -3%
DWA
488
Dougherty Wealth Advisers
Minnesota
$2.57M – – –
BHBT
489
Burke & Herbert Bank & Trust
Virginia
$2.57M +$350K +3,304 +16%
BCWM
490
Bartlett & Co Wealth Management
Ohio
$2.56M -$99.7K -940 -4%
BC
491
Bartlett & Co
Ohio
$2.56M -$99.7K -940 -4%
MBTD
492
Mechanics Bank - Trust Department
California
$2.53M -$38.2K -360 -1%
GAB
493
German American Bancorp
Indiana
$2.53M -$258K -2,436 -9%
PHS
494
Pekin Hardy Strauss
Illinois
$2.53M +$61.8K +583 +3%
MCA
495
MSH Capital Advisors
Arizona
$2.52M +$192K +1,808 +8%
SCA
496
Snowden Capital Advisors
New York
$2.51M +$95.5K +900 +4%
ARC
497
Advisor Resource Council
Texas
$2.5M -$160K -1,511 -6%
WCM
498
Windham Capital Management
Massachusetts
$2.49M – – –
CPWM
499
Cypress Point Wealth Management
Texas
$2.48M -$530K -5,000 -18%
TCOV
500
Trust Company of Vermont
Vermont
$2.47M -$9.33K -88 -0.4%
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