VYM icon

Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,437 hedge funds and large institutions have $17.8B invested in Vanguard High Dividend Yield ETF in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 537 increasing their positions, 570 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,437
Holders Change
-9
Holders Change %
-0.62%
% of All Funds
22.91%
Holding in Top 10
159
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.22%
% of All Funds
2.54%
New
83
Increased
537
Reduced
570
Closed
78
Calls
$202M
Puts
$40.2M
Net Calls
+$162M
Net Calls Change
-$7.66M

Top Buyers

1
SLI
Sumitomo Life Insurance
Japan
+$883M
2
PFO
Pathstone Family Office
New Jersey
+$147M
3
FA
Fiducient Advisors
Illinois
+$54.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$38.2M
5
LPL Financial
LPL Financial
California
+$30.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$94M
2
Ameriprise
Ameriprise
Minnesota
-$79.3M
3
AP
Arlington Partners
Alabama
-$32.2M
4
Wells Fargo
Wells Fargo
California
-$17.7M
5
FPCG
Forum Private Client Group
Indiana
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
501
Spreng Capital Management
Ohio
$2.47M -$43.6K -422 -2%
GAB
502
German American Bancorp
Indiana
$2.46M – – –
ACM
503
Advisors Capital Management
New Jersey
$2.45M +$179K +1,729 +8%
WCM
504
Windham Capital Management
Massachusetts
$2.45M +$17.8K +172 +0.7%
EWA
505
Exencial Wealth Advisors
Oklahoma
$2.44M +$2.14M +20,745 +733%
IGWM
506
ICA Group Wealth Management
Colorado
$2.43M -$145K -1,401 -6%
SW
507
StrongBox Wealth
Missouri
$2.38M +$253K +2,445 +12%
TCOV
508
Trust Company of Vermont
Vermont
$2.37M -$43.3K -419 -2%
EWA
509
EverSource Wealth Advisors
Alabama
$2.33M +$301K +2,915 +15%
Chevy Chase Trust
510
Chevy Chase Trust
Maryland
$2.33M -$18.1K -175 -0.8%
TFS
511
Thoroughbred Financial Services
Tennessee
$2.31M +$202K +1,960 +10%
WF
512
Warner Financial
Maryland
$2.3M +$10K +97 +0.4%
Susquehanna International Group
513
Susquehanna International Group
Pennsylvania
$2.29M +$198K +1,920 +9%
PTP
514
Platform Technology Partners
New York
$2.27M +$129K +1,250 +6%
BBNA
515
Bremer Bank National Association
Minnesota
$2.26M -$410K -3,967 -15%
FWM
516
Forza Wealth Management
Florida
$2.25M – – –
AI
517
Auour Investments
Massachusetts
$2.24M +$355K +3,470 +19%
CWM
518
Connecticut Wealth Management
Connecticut
$2.24M -$36.2K -350 -2%
DPI
519
Diversified Portfolios Inc
Michigan
$2.21M – – –
EAM
520
Eukles Asset Management
Ohio
$2.21M -$147K -1,421 -6%
OBWG
521
Onyx Bridge Wealth Group
New York
$2.2M +$534K +5,170 +32%
IP
522
Intellectus Partners
California
$2.19M +$25.8K +250 +1%
AAG
523
Armstrong Advisory Group
Massachusetts
$2.19M -$411K -3,974 -16%
AFAS
524
Acorn Financial Advisory Services
Virginia
$2.18M -$27K -264 -1%
CAM
525
Cozad Asset Management
Illinois
$2.18M -$10.3K -100 -0.5%
19 20
21
22 23