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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

927 hedge funds and large institutions have $8.96B invested in Vanguard High Dividend Yield ETF in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 347 increasing their positions, 355 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
+10
Holders Change %
+1.09%
% of All Funds
18.75%
Holding in Top 10
96
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.13%
% of All Funds
1.94%
New
80
Increased
347
Reduced
355
Closed
59
Calls
$46.3M
Puts
$27.7M
Net Calls
+$18.6M
Net Calls Change
+$8.07M

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$60.9M
2
Two Sigma Investments
Two Sigma Investments
New York
+$41.8M
3
Creative Planning
Creative Planning
Kansas
+$30.3M
4
RJA
Raymond James & Associates
Florida
+$28.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$15M

Top Sellers

1
RCIM
Red Cedar Investment Management
Michigan
-$15M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.8M
3
Bank of America
Bank of America
North Carolina
-$10.8M
4
IAN
Integrated Advisors Network
Texas
-$10.5M
5
CI
CX Institutional
Indiana
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
651
Balasa Dinverno & Foltz
$396K +$396K +4,895 New
JWCA
652
J.W. Coons Advisors
Ohio
$393K -$119K -1,478 -23%
MM
653
Meridian Management
Arkansas
$393K – – –
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$392K +$249K +3,075 +174%
BFO
655
Boston Family Office
Massachusetts
$391K – – –
RIL
656
Rothschild Investment LLC
Illinois
$388K +$44.5K +550 +13%
APP
657
Avantax Planning Partners
Iowa
$386K +$159K +1,967 +70%
VHAM
658
Van Hulzen Asset Management
California
$382K +$18.2K +225 +5%
IBOK
659
Independence Bank of Kentucky
Kentucky
$380K +$128K +1,586 +51%
FNBSF
660
First National Bank Sioux Falls
South Dakota
$379K – – –
PJB
661
Paul John Balson
California
$378K -$54.8K -676 -13%
OC
662
Oppenheimer & Co
New York
$376K -$3.51M -43,268 -90%
KMWM
663
Keudell/Morrison Wealth Management
Oregon
$376K +$27.9K +345 +8%
PWLP
664
Prio Wealth Limited Partnership
Massachusetts
$375K +$375K +4,632 New
ACM
665
Azimuth Capital Management
Michigan
$374K – – –
RWM
666
Ritholtz Wealth Management
New York
$372K +$372K +4,595 New
CPA
667
Court Place Advisors
Maryland
$370K +$7.04K +87 +2%
MAA
668
Matrix Asset Advisors
New York
$370K +$25.1K +310 +7%
NSIM
669
North Star Investment Management
Illinois
$370K +$25.3K +313 +7%
MOS
670
MGO One Seven
Ohio
$370K +$38K +469 +11%
CFS
671
CRA Financial Services
New Jersey
$368K +$324 +4 +0.1%
RIM
672
Rockbridge Investment Management
New York
$367K – – –
RCAG
673
Rehmann Capital Advisory Group
Michigan
$366K +$162 +2 +0%
HNB
674
Huntington National Bank
Ohio
$366K -$367K – –
WSTAM
675
Wilbanks Smith & Thomas Asset Management
Virginia
$365K -$143K -1,770 -28%
25 26
27
28 29