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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 %
PIA
526
Panoramic Investment Advisors
Colorado
$2.18M +$2.18M +21,099 New
CNBTD
527
Citizens National Bank Trust Department
Mississippi
$2.16M -$11.2K -108 -0.5%
LIM
528
Leavell Investment Management
Alabama
$2.16M -$390K -3,771 -15%
CL
529
Choreo LLC
Illinois
$2.15M +$14.2K +137 +0.7%
Fifth Third Bancorp
530
Fifth Third Bancorp
Ohio
$2.13M +$147K +1,420 +7%
MPM
531
Meritage Portfolio Management
Kansas
$2.13M -$14.1K -136 -0.7%
OIM
532
Opus Investment Management
Massachusetts
$2.12M – – –
XF
533
XML Financial
Maryland
$2.12M -$6.64M -64,302 -76%
SWM
534
Spire Wealth Management
Virginia
$2.12M -$7.75K -75 -0.4%
SIA
535
Sage Investment Advisers
New York
$2.11M +$52.3K +506 +3%
HNB
536
Huntington National Bank
Ohio
$2.11M -$2.23M – –
CPWM
537
Cypress Point Wealth Management
Texas
$2.11M -$310K -3,000 -13%
Mirae Asset Global Investments
538
Mirae Asset Global Investments
South Korea
$2.09M +$51.7K +500 +3%
KWM
539
Kingsview Wealth Management
Oregon
$2.09M +$470K +4,545 +29%
RC
540
Roundview Capital
New Jersey
$2.08M -$45.3K -438 -2%
NSAM
541
North Star Asset Management
Wisconsin
$2.07M -$239K -2,313 -10%
EWA
542
EP Wealth Advisors
California
$2.05M -$3.46M -33,511 -63%
AFO
543
Arrowroot Family Office
California
$2.04M +$285K +2,758 +16%
RIA
544
Realta Investment Advisors
Delaware
$2.02M – – –
CFG
545
Carr Financial Group
Massachusetts
$2.02M -$292K -2,816 -13%
DT
546
Diversified Trust
Tennessee
$2.01M +$1.96K +19 +0.1%
AWE
547
Avidian Wealth Enterprises
Texas
$1.99M +$24.6K +238 +1%
V
548
VeraBank
Texas
$1.98M – – –
CFO
549
CVA Family Office
Colorado
$1.98M +$13.5K +131 +0.7%
RIA
550
Regal Investment Advisors
Michigan
$1.98M -$131K -1,269 -6%
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