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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

788 hedge funds and large institutions have $7.28B invested in Vanguard High Dividend Yield ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 309 increasing their positions, 220 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
17.59%
Holding in Top 10
84
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.31%
% of All Funds
1.87%
New
126
Increased
309
Reduced
220
Closed
66
Calls
$13.2M
Puts
$1.57M
Net Calls
+$11.6M
Net Calls Change
+$4.93M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.44B
2
Goldman Sachs
Goldman Sachs
New York
+$67.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.9M
4
HWA
HCR Wealth Advisors
California
+$35.8M
5
CSIA
Charles Schwab Investment Advisory
California
+$35.2M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$126M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$91M
3
DLIC
Daido Life Insurance Company
Japan
-$37.5M
4
SS
Simplicity Solutions
Minnesota
-$20.3M
5
AWM
AE Wealth Management
Kansas
-$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
676
Willingdon Wealth Management
North Carolina
$161K +$13.5K +173 +9%
BWA
677
Burt Wealth Advisors
Maryland
$158K +$11.7K +150 +8%
BCA
678
Berman Capital Advisors
Georgia
$156K +$156K +2,001 New
CFA
679
Carroll Financial Associates
North Carolina
$153K +$133K +1,678 +658%
BHWM
680
Bay Harbor Wealth Management
Maryland
$152K +$152K +1,949 New
MCM
681
MV Capital Management
Maryland
$151K – – –
BCA
682
Bray Capital Advisors
Florida
$149K +$1.49K +19 +1%
PCA
683
Peddock Capital Advisors
Massachusetts
$148K – – –
CCM
684
Cribstone Capital Management
Maine
$147K -$3.75K -48 -2%
CAM
685
Columbia Asset Management
Michigan
$146K – – –
FCA
686
FinTrust Capital Advisors
South Carolina
$146K +$146K +1,873 New
RWA
687
Ropes Wealth Advisors
Massachusetts
$145K -$51.7K -662 -26%
NL
688
NVWM LLC
Pennsylvania
$138K – – –
GWMIA
689
Global Wealth Management Investment Advisory
Florida
$138K +$138K +1,768 New
FCMT
690
Founders Capital Management (Texas)
Texas
$135K +$700 +9 +0.5%
TL
691
TrueWealth LLC
Georgia
$121K – – –
PCM
692
Princeton Capital Management
New Jersey
$113K -$83.5K -1,074 -42%
PCP
693
Proficio Capital Partners
Massachusetts
$111K – – –
LWM
694
Liberty Wealth Management
California
$110K +$110K +1,411 New
LFG
695
Larson Financial Group
Missouri
$108K +$108K +1,390 New
FC
696
Ferris Capital
Massachusetts
$105K – – –
PFGIA
697
Patriot Financial Group Insurance Agency
Massachusetts
$104K +$54.2K +696 +109%
SWM
698
SeaCrest Wealth Management
New York
$98K -$61.9K -796 -39%
NS
699
NewDay Solutions
New Hampshire
$94K +$94K +1,200 New
DWM
700
Destination Wealth Management
California
$94K +$94K +1,203 New
26 27
28
29 30