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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,463 hedge funds and large institutions have $27.1B invested in Vanguard High Dividend Yield ETF in 2022 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 645 increasing their positions, 389 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+147
Holders Change %
+11.17%
% of All Funds
23.6%
Holding in Top 10
194
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+20.5%
% of All Funds
3.13%
New
232
Increased
645
Reduced
389
Closed
56
Calls
$194M
Puts
$34M
Net Calls
+$160M
Net Calls Change
+$46M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$1.48B
2
Bank of America
Bank of America
North Carolina
+$351M
3
Morgan Stanley
Morgan Stanley
New York
+$95.7M
4
Wells Fargo
Wells Fargo
California
+$81.9M
5
Truist Financial
Truist Financial
North Carolina
+$59M

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
-$821M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$17.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.9M
4
AssetMark Inc
AssetMark Inc
California
-$13.9M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
701
Donaldson Capital Management
Indiana
$1.22M -$17.5K -162 -1%
TYCC
702
Texas Yale Capital Corp
Florida
$1.22M – – –
CCM
703
Coldstream Capital Management
Washington
$1.21M +$1.21M +11,137 New
VWA
704
V Wealth Advisors
Kansas
$1.2M -$104K -960 -8%
NAS
705
Nicolet Advisory Services
Wisconsin
$1.2M +$171K +1,542 +17%
AC
706
Anson Capital
Georgia
$1.2M +$16.7K +154 +1%
MLA
707
My Legacy Advisors
Oregon
$1.19M -$184K -1,666 -13%
FPAS
708
Focus Partners Advisor Solutions
Missouri
$1.19M +$215K +1,986 +22%
RDWM
709
Red Door Wealth Management
Tennessee
$1.19M -$866 -8 -0.1%
MC
710
Miramar Capital
Illinois
$1.19M -$33.2K -307 -3%
NCM
711
Novare Capital Management
North Carolina
$1.19M -$8.12K -75 -0.7%
SMC
712
Smith, Moore & Co
Missouri
$1.19M +$108K +994 +10%
NRC
713
New Republic Capital
North Carolina
$1.19M +$1.19M +10,988 New
3F
714
360 Financial
Minnesota
$1.19M – – –
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M +$180K +1,664 +18%
FFS
716
Founders Financial Securities
Maryland
$1.18M +$44.4K +410 +4%
CAM
717
CPA Asset Management
Florida
$1.18M +$1.18M +10,878 New
NEWAS
718
N.E.W. Advisory Services
Wisconsin
$1.17M +$2.92K +27 +0.2%
KC
719
Kades & Cheifetz
Pennsylvania
$1.17M +$1.17M +10,797 New
FC
720
Fulcrum Capital
Washington
$1.16M +$1.16M +10,765 New
BCI
721
Brinker Capital Investments
Pennsylvania
$1.16M +$5.63K +52 +0.5%
MPCL
722
My Personal CFO LLC
Washington
$1.15M – – –
LNWWM
723
Laird Norton Wetherby Wealth Management
California
$1.15M +$9.63K +89 +0.8%
UB
724
UMB Bank
Missouri
$1.14M – – –
RIS
725
Retirement Income Solutions
Michigan
$1.14M +$838K +7,747 +278%
27 28
29
30 31