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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 %
MCM
501
MAI Capital Management
Ohio
$2.47M +$64K +603 +3%
SFCL
502
Strengthening Families & Communities LLC
Massachusetts
$2.46M -$308K -2,902 -11%
EAM
503
Eukles Asset Management
Ohio
$2.42M -$54.2K -511 -2%
Chevy Chase Trust
504
Chevy Chase Trust
Maryland
$2.41M – – –
ES
505
Eagle Strategies
New York
$2.4M -$30.3K -286 -1%
MAP
506
Milestone Advisory Partners
North Carolina
$2.38M +$570K +5,371 +31%
NSAM
507
North Star Asset Management
Wisconsin
$2.37M +$786K +7,408 +50%
CFG
508
Carr Financial Group
Massachusetts
$2.36M -$680K -6,409 -22%
WF
509
Warner Financial
Maryland
$2.35M +$1.49K +14 +0.1%
ACM
510
Advisors Capital Management
New Jersey
$2.34M +$229K +2,161 +11%
CWM
511
Connecticut Wealth Management
Connecticut
$2.33M +$742 +7 +0%
FWM
512
Forza Wealth Management
Florida
$2.31M -$127K -1,200 -5%
BA
513
Bristlecone Advisors
Washington
$2.29M +$2.23K +21 +0.1%
AFAS
514
Acorn Financial Advisory Services
Virginia
$2.29M +$530 +5 +0%
DPI
515
Diversified Portfolios Inc
Michigan
$2.27M -$21K -198 -0.9%
CAM
516
Cozad Asset Management
Illinois
$2.25M +$53.4K +503 +2%
CNBTD
517
Citizens National Bank Trust Department
Mississippi
$2.23M -$170K -1,606 -7%
HNB
518
Huntington National Bank
Ohio
$2.23M -$1.99M – –
IP
519
Intellectus Partners
California
$2.22M +$68.9K +650 +3%
PTP
520
Platform Technology Partners
New York
$2.21M -$25.3K -237 -1%
MPM
521
Meritage Portfolio Management
Kansas
$2.2M -$130K -1,228 -6%
CL
522
Choreo LLC
Illinois
$2.19M -$1.36M -12,796 -38%
SW
523
StrongBox Wealth
Missouri
$2.19M +$298K +2,811 +16%
OIM
524
Opus Investment Management
Massachusetts
$2.18M – – –
SWM
525
Spire Wealth Management
Virginia
$2.18M +$35.3K +333 +2%
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