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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

563 hedge funds and large institutions have $4.7B invested in Vanguard High Dividend Yield ETF in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 254 increasing their positions, 174 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+27
Holders Change %
+5.04%
% of All Funds
14.04%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.5%
New
56
Increased
254
Reduced
174
Closed
25
Calls
$7.52M
Puts
$5.09M
Net Calls
+$2.43M
Net Calls Change
+$5.58M

Top Buyers

1
OCG
Opus Capital Group
Ohio
+$40.8M
2
MML Investors Services
MML Investors Services
Massachusetts
+$18M
3
FSA
Financial Sense Advisors
California
+$15.1M
4
HWA
HCR Wealth Advisors
California
+$12.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$10.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$655M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$230M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$74.6M
4
SCA
Stuart Chaussee & Associates
California
-$59M
5
SIA
Spruce Investment Advisors
Connecticut
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
551
Mosaic Family Wealth
Missouri
$27K – – –
LWM
552
Lenox Wealth Management
Ohio
$26K -$58.9K -750 -69%
SSB
553
Sandy Spring Bank
Maryland
$25K -$12.2K -160 -33%
MWM
554
MinichMacGregor Wealth Management
New York
$22K – – –
EWM
555
Evercore Wealth Management
New York
$18K -$159K -2,020 -90%
SNT
556
Security National Trust
West Virginia
$16K – – –
AOWM
557
Alpha Omega Wealth Management
Virginia
$15K +$156 +2 +1%
AC
558
Alexandria Capital
Virginia
$8K – – –
LWM
559
LBA Wealth Management
Florida
$8K – – –
GBBWRPM
560
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K -$7.79K -81 -61%
FFW
561
Fusion Family Wealth
New York
$5K +$5K +62 New
GWS
562
Glassman Wealth Services
Virginia
$4K -$24.8K -297 -86%
TIM
563
Tortoise Investment Management
New York
$2K – – –
JWM
564
Jackson Wealth Management
Florida
– -$13.3M -175,579 Closed
CFP
565
Cornerstone Financial Partners
North Carolina
– -$6.14M -80,909 Closed
TRCT
566
Tower Research Capital (TRC)
New York
– -$2.95M -38,875 Closed
MIAN
567
Mariner Independent Advisor Network
Kansas
– -$2.39M -31,571 Closed
AllianceBernstein
568
AllianceBernstein
Tennessee
– -$2.29M -30,184 Closed
AIM
569
Allen Investment Management
New York
– -$2.2M -29,028 Closed
IWA
570
IBEX Wealth Advisors
New Jersey
– -$1.29M -17,085 Closed
PAS
571
Partnervest Advisory Services
California
– -$384K -5,072 Closed
TSS
572
Two Sigma Securities
New York
– -$376K -4,961 Closed
Wolverine Trading
573
Wolverine Trading
Illinois
– -$293K -3,864 Closed
APCM
574
Alaska Permanent Capital Management
Alaska
– -$290K -3,831 Closed
FCAG
575
First Capital Advisors Group
New Jersey
– -$240K -3,170 Closed
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