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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 %
JGCM
676
Joseph Group Capital Management
Ohio
$1.26M +$6.2K +60 +0.5%
AFS
677
Access Financial Services
Minnesota
$1.26M – – –
BC
678
Brio Consultants
California
$1.26M -$37.2K -360 -3%
3F
679
360 Financial
Minnesota
$1.25M -$57.1K -559 -4%
AWM
680
Angeles Wealth Management
California
$1.25M – – –
CWM
681
Collaborative Wealth Management
Florida
$1.25M -$309K -2,995 -20%
OWM
682
Orgel Wealth Management
Wisconsin
$1.24M +$271K +2,624 +28%
SWP
683
Strategic Wealth Partners
Ohio
$1.23M -$78.8K -763 -6%
FI
684
Financial Insights
Washington
$1.22M – – –
CPIG
685
Chicago Partners Investment Group
Illinois
$1.22M +$403K +4,016 +49%
LP
686
LGL Partners
Pennsylvania
$1.22M – – –
BWM
687
Birchcreek Wealth Management
Ohio
$1.22M -$171K -1,658 -12%
CFG
688
Citizens Financial Group
Rhode Island
$1.22M -$687K -6,653 -36%
9WM
689
9258 Wealth Management
Ohio
$1.21M -$45.3K -438 -4%
CW
690
CIC Wealth
Maryland
$1.21M -$38.8K -376 -3%
CMBA
691
C.M. Bidwell & Associates
Hawaii
$1.2M -$103K -1,001 -8%
IFA
692
Interactive Financial Advisors
Illinois
$1.2M -$74.1K -717 -6%
BCP
693
Blue Chip Partners
Michigan
$1.2M -$413 -4 -0%
VNA
694
Valley National Advisers
Pennsylvania
$1.19M -$95.3K -922 -7%
MW
695
Marcum Wealth
Ohio
$1.19M -$183K -1,773 -13%
NEWAS
696
N.E.W. Advisory Services
Wisconsin
$1.18M +$1.24K +12 +0.1%
FH
697
FWG Holdings
Florida
$1.18M -$102K -1,008 -8%
FFS
698
Founders Financial Securities
Maryland
$1.17M +$66K +639 +6%
VF
699
Virtu Financial
New York
$1.17M -$380K -3,677 -24%
B
700
Bellecapital
Switzerland
$1.17M – – –
26 27
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