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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

536 hedge funds and large institutions have $5.47B invested in Vanguard High Dividend Yield ETF in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 220 increasing their positions, 150 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+61
Holders Change %
+12.84%
% of All Funds
13.42%
Holding in Top 10
67
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.07%
% of All Funds
1.68%
New
86
Increased
220
Reduced
150
Closed
21
Calls
$6.04M
Puts
$9.19M
Net Calls
-$3.15M
Net Calls Change
-$4.28M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.13B
2
Ameriprise
Ameriprise
Minnesota
$82.6M
3
UBS Group
UBS Group
Switzerland
$168M
4
Morgan Stanley
Morgan Stanley
New York
$288M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$284M

Top Sellers

1
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$183M
2
MB
Mizuho Bank
Japan
$0
3
Goldman Sachs
Goldman Sachs
New York
$56.6M
4
WBG
Wharton Business Group
Pennsylvania
$6.28M
5
PC
Permanens Capital
New York
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
501
Mark Sheptoff Financial Planning
Connecticut
$64K – – –
WA
502
WFG Advisors
Texas
$63K – – –
TWA
503
TCI Wealth Advisors
Arizona
$62K – – –
HCC
504
Hirtle Callaghan & Co
Pennsylvania
$59K +$44K +590 +294%
TCM
505
Tradewinds Capital Management
Washington
$57K +$25.8K +343 +83%
RFA
506
Reilly Financial Advisors
California
$53K -$26.5K -350 -33%
RWA
507
Ropes Wealth Advisors
Massachusetts
$50K +$27.4K +363 +121%
BAM
508
Bruderman Asset Management
New York
$48K – – –
AssetMark Inc
509
AssetMark Inc
California
$41K -$4.73K -62 -10%
BRC
510
Bell Rock Capital
Delaware
$41K +$41K +536 New
PFGIA
511
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$39K +509 New
EFSCE
512
Enterprise Financial Services Corp (EFSC)
Missouri
$39K +$39K +520 New
CHC
513
City Holding Co
West Virginia
$38K – – –
PAI
514
Pittenger & Anderson Inc
Nebraska
$38K – – –
KF
515
Krilogy Financial
Missouri
$38K +$375 +5 +1%
EWM
516
Edge Wealth Management
New York
$37K – – –
SSB
517
Sandy Spring Bank
Maryland
$37K – – –
Simplex Trading
518
Simplex Trading
Illinois
$37K +$37K +501 New
IWM
519
IHT Wealth Management
Illinois
$36K +$36K +478 New
MDCM
520
Morgan Dempsey Capital Management
Wisconsin
$34K +$34K +448 New
AIM
521
Advantage Investment Management
Iowa
$28K -$20.9K -279 -43%
MFW
522
Mosaic Family Wealth
Missouri
$27K – – –
TFA
523
Transamerica Financial Advisors
Florida
$27K – – –
GWS
524
Glassman Wealth Services
Virginia
$26K +$26K +345 New
MWM
525
MinichMacGregor Wealth Management
New York
$21K – – –
19 20
21
22 23