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 %
KFGK
576
Keystone Financial Group (Kentucky)
Kentucky
$1.82M +$75.1K +727 +4%
BFPW
577
BOK Financial Private Wealth
Colorado
$1.82M +$3K +29 +0.2%
RWA
578
Ropes Wealth Advisors
Massachusetts
$1.81M -$1.55K -15 -0.1%
CM
579
Columbus Macro
Pennsylvania
$1.81M – – –
PPP
580
Private Portfolio Partners
New Jersey
$1.81M +$14.1K +136 +0.8%
MOS
581
MGO One Seven
Ohio
$1.8M -$138K -1,334 -7%
PCM
582
Pennsylvania Capital Management
Pennsylvania
$1.79M -$2.07K -20 -0.1%
MPCL
583
My Personal CFO LLC
Washington
$1.77M – – –
HIA
584
Harbor Investment Advisory
Maryland
$1.77M -$15.3K -148 -0.9%
I
585
INVST
Indiana
$1.76M +$995K +9,634 +130%
BJL
586
Brighton Jones LLC
Washington
$1.76M +$486K +4,706 +38%
OWP
587
Obermeyer Wealth Partners
Colorado
$1.75M – – –
WB
588
Webster Bank
Connecticut
$1.75M +$20.7K +200 +1%
CFO
589
Colony Family Offices
North Carolina
$1.74M +$24.6K +238 +1%
SAM
590
SP Asset Management
California
$1.74M -$132K -1,277 -7%
NSB
591
Norway Savings Bank
Maine
$1.74M +$11.9K +115 +0.7%
LPAM
592
Lodestar Private Asset Management
California
$1.74M +$18.4K +178 +1%
CA
593
CGN Advisors
Kansas
$1.72M -$723 -7 -0%
SHA
594
Seneca House Advisors
Virginia
$1.72M -$2.64M -25,758 -61%
IIC
595
Integrated Investment Consultants
Michigan
$1.71M – – –
PCA
596
Pallas Capital Advisors
Massachusetts
$1.71M +$142K +1,427 +9%
MLM
597
Mount Lucas Management
Pennsylvania
$1.7M +$674K +6,522 +66%
LCM
598
Logan Capital Management
Pennsylvania
$1.69M +$72.6K +703 +4%
NEPWA
599
New England Private Wealth Advisors
Massachusetts
$1.69M -$416K -4,029 -20%
GJIA
600
Glass Jacobson Investment Advisors
Maryland
$1.68M +$37K +358 +2%
22 23
24
25 26