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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 %
PCA
701
Prosperity Capital Advisors
Ohio
$1.17M +$130K +1,257 +13%
FAM
702
Family Asset Management
South Carolina
$1.16M +$742K +7,183 +176%
RZH
703
Relyea Zuckerberg Hanson
Connecticut
$1.16M -$92.3K -893 -7%
RDWM
704
Red Door Wealth Management
Tennessee
$1.16M +$7.03K +68 +0.6%
PWM
705
Perigon Wealth Management
California
$1.15M +$320K +3,099 +39%
WP
706
WMS Partners
Maryland
$1.14M -$61.6K -596 -5%
RWA
707
Redmont Wealth Advisors
Illinois
$1.13M – – –
CF
708
Centaurus Financial
California
$1.13M +$178K +1,724 +19%
SC
709
Scotia Capital
Ontario, Canada
$1.13M -$351K -3,401 -24%
VFA
710
Valeo Financial Advisors
Indiana
$1.12M +$529K +5,117 +89%
LNWWM
711
Laird Norton Wetherby Wealth Management
California
$1.12M +$7.96K +77 +0.7%
GCM
712
G2 Capital Management
Ohio
$1.11M -$58.1K -562 -5%
FC
713
Fulcrum Capital
Washington
$1.11M – – –
BAM
714
Belpointe Asset Management
Nevada
$1.1M -$116K -1,122 -10%
FCA
715
Fortis Capital Advisors
Kansas
$1.1M -$116K -1,122 -10%
SCA
716
Scott Capital Advisors
Oregon
$1.1M -$49K -473 -4%
NRC
717
New Republic Capital
North Carolina
$1.1M – – –
WCFA
718
Walkner Condon Financial Advisors
Wisconsin
$1.1M +$139K +1,350 +15%
CAM
719
CPA Asset Management
Florida
$1.1M -$54.3K -526 -5%
FC
720
FCA Corp
Texas
$1.09M +$50K +484 +5%
BOSSRA
721
B.O.S.S. Retirement Advisors
Utah
$1.09M +$86K +832 +9%
Schroder Investment Management Group
722
Schroder Investment Management Group
United Kingdom
$1.09M +$51.7K +500 +5%
BFA
723
Beacon Financial Advisory
Ohio
$1.08M +$25.5K +247 +2%
CAG
724
Curtis Advisory Group
California
$1.08M – – –
SSWM
725
Smith Salley Wealth Management
North Carolina
$1.08M -$67.4K -652 -6%
27 28
29
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