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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,463 hedge funds and large institutions have $27.1B invested in Vanguard High Dividend Yield ETF in 2022 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 645 increasing their positions, 389 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+147
Holders Change %
+11.17%
% of All Funds
23.6%
Holding in Top 10
194
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+20.5%
% of All Funds
3.13%
New
232
Increased
645
Reduced
389
Closed
56
Calls
$194M
Puts
$34M
Net Calls
+$160M
Net Calls Change
+$46M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$8.86B
2
Bank of America
Bank of America
North Carolina
$1.72B
3
Morgan Stanley
Morgan Stanley
New York
$1.05B
4
Wells Fargo
Wells Fargo
California
$549M
5
Truist Financial
Truist Financial
North Carolina
$321M

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
$519M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$378M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.48M
4
AssetMark Inc
AssetMark Inc
California
$86.2M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
501
MAI Capital Management
Ohio
$2.66M +$165K +1,523 +7%
FCA
502
Fortis Capital Advisors
Kansas
$2.64M +$2.64M +24,439 New
V
503
VeraBank
Texas
$2.63M +$97K +896 +4%
IGWM
504
ICA Group Wealth Management
Colorado
$2.63M -$15.5K -143 -0.6%
DWA
505
Dougherty Wealth Advisers
Minnesota
$2.63M +$2.63M +24,259 New
RWP
506
RWA Wealth Partners
Massachusetts
$2.62M +$2.62M +23,641 New
MLM
507
Mount Lucas Management
Pennsylvania
$2.62M +$2.62M +24,200 New
MBTD
508
Mechanics Bank - Trust Department
California
$2.62M -$34.1K -315 -1%
CF
509
Centaurus Financial
California
$2.6M +$242K +2,236 +10%
ES
510
Eagle Strategies
New York
$2.6M +$2.6M +23,989 New
CHA
511
Carmichael Hill & Associates
Maryland
$2.57M +$81.9K +757 +3%
EAM
512
Eukles Asset Management
Ohio
$2.57M -$62K -573 -2%
BHBT
513
Burke & Herbert Bank & Trust
Virginia
$2.54M +$174K +1,612 +7%
PMA
514
Prudent Man Advisors
Illinois
$2.53M -$290K -2,680 -10%
TCOV
515
Trust Company of Vermont
Vermont
$2.53M -$97K -896 -4%
Chevy Chase Trust
516
Chevy Chase Trust
Maryland
$2.49M -$13K -120 -0.5%
BBNA
517
Bremer Bank National Association
Minnesota
$2.49M -$104K -958 -4%
FWM
518
Forza Wealth Management
Florida
$2.48M +$2.48M +22,932 New
PHS
519
Pekin Hardy Strauss
Illinois
$2.48M +$119K +1,103 +5%
TI
520
tru Independence
Oregon
$2.48M +$209K +1,935 +9%
AAG
521
Armstrong Advisory Group
Massachusetts
$2.46M +$2.46M +22,768 New
NWM
522
NEIRG Wealth Management
Massachusetts
$2.46M – – –
SCA
523
Snowden Capital Advisors
New York
$2.46M +$161K +1,484 +7%
EWA
524
EP Wealth Advisors
California
$2.45M -$142K -1,314 -5%
BF
525
BOK Financial
Oklahoma
$2.44M +$357K +3,295 +17%
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