VYM icon

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 %
SB
526
Strategic Blueprint
Georgia
$2.44M +$239K +2,207 +11%
MPM
527
Meritage Portfolio Management
Kansas
$2.44M -$172K -1,593 -7%
WCM
528
Windham Capital Management
Massachusetts
$2.43M – – –
SFCL
529
Strengthening Families & Communities LLC
Massachusetts
$2.43M +$27.9K +258 +1%
YWS
530
Yarger Wealth Strategies
Ohio
$2.43M -$5.09K -47 -0.2%
WA
531
Wealth Advisors
California
$2.42M +$166K +1,538 +7%
ACI
532
Alpha Cubed Investments
California
$2.4M -$12.4M -114,164 -84%
CNBTD
533
Citizens National Bank Trust Department
Mississippi
$2.4M -$82.8K -765 -3%
RT
534
Rockland Trust
Massachusetts
$2.4M +$1.82M +16,854 +318%
BA
535
Bristlecone Advisors
Washington
$2.39M +$5.63K +52 +0.2%
TC
536
Trust Company
Kansas
$2.39M +$187K +1,728 +8%
WF
537
Warner Financial
Maryland
$2.39M +$129K +1,194 +6%
GWA
538
Gibson Wealth Advisors
Texas
$2.38M +$2.34M +22,010 +6,200%
MPM
539
MBB Public Markets
Illinois
$2.32M +$15.7K +145 +0.7%
AFAS
540
Acorn Financial Advisory Services
Virginia
$2.32M +$862K +7,964 +59%
TFS
541
Thoroughbred Financial Services
Tennessee
$2.31M +$964K +8,907 +72%
IWA
542
IBEX Wealth Advisors
New Jersey
$2.31M +$118K +1,091 +5%
RWA
543
Redmont Wealth Advisors
Illinois
$2.29M -$1.41K -13 -0.1%
DI
544
DFPG Investments
Utah
$2.28M +$1.15M +10,335 +101%
PTP
545
Platform Technology Partners
New York
$2.27M – – –
OIM
546
Opus Investment Management
Massachusetts
$2.22M – – –
RC
547
Roundview Capital
New Jersey
$2.22M -$88K -813 -4%
IP
548
Intellectus Partners
California
$2.22M – – –
ESB
549
Essex Savings Bank
Connecticut
$2.22M +$115K +1,060 +5%
CAM
550
Cozad Asset Management
Illinois
$2.21M +$308K +2,850 +16%
20 21
22
23 24