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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,009 hedge funds and large institutions have $10.7B invested in Vanguard High Dividend Yield ETF in 2019 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 407 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+150
Holders Change %
+17.46%
% of All Funds
19.92%
Holding in Top 10
109
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+23.86%
% of All Funds
2.15%
New
195
Increased
407
Reduced
239
Closed
33
Calls
$17.6M
Puts
$8.56M
Net Calls
+$8.99M
Net Calls Change
-$3.61M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$695M
2
Bank of America
Bank of America
North Carolina
+$597M
3
Truist Financial
Truist Financial
North Carolina
+$172M
4
USAA
United Services Automobile Association
Texas
+$142M
5
JFA
Johanson Financial Advisors
California
+$132M

Top Sellers

1
NP
NorthRock Partners
Minnesota
-$495M
2
DLIC
Daido Life Insurance Company
Japan
-$27.2M
3
AIC
Ameritas Investment Company
Nebraska
-$23.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$15M
5
NAM
Nissay Asset Management
Japan
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRPA
726
L. Roy Papp & Associates
Arizona
$372K +$1.31K +14 +0.4%
CA
727
Calton & Associates
Florida
$368K -$148K -1,576 -29%
ACM
728
Azimuth Capital Management
Michigan
$368K – – –
WS
729
Wedbush Securities
California
$366K +$366K +3,902 New
RI
730
Rudd International
Florida
$364K -$23.2K -248 -6%
PWP
731
Personal Wealth Partners
Minnesota
$364K – – –
A
732
AdvicePeriod
California
$364K – – –
CL
733
Choreo LLC
Illinois
$364K +$48.7K +519 +15%
PFA
734
Paradigm Financial Advisors
Missouri
$364K +$364K +3,879 New
SWM
735
SeaCrest Wealth Management
New York
$362K +$362K +3,862 New
RGC
736
Roberts, Glore & Co
Illinois
$360K +$360K +3,843 New
LCM
737
Liberty Capital Management
Michigan
$356K +$356K +3,798 New
CWM
738
Circle Wealth Management
New Jersey
$356K +$356K +3,799 New
CSIC
739
Clifford Swan Investment Counsel
California
$355K +$18.7K +200 +6%
IRC
740
Investors Research Corp
Georgia
$348K +$201K +2,145 +137%
LA
741
LexAurum Advisors
Kansas
$339K +$1.03K +11 +0.3%
SC
742
Steph & Co
Wisconsin
$338K +$338K +3,603 New
SNB
743
Security National Bank
Nebraska
$335K – – –
WA1
744
Wimmer Associates 1
California
$334K -$30.5K -325 -8%
SW
745
SkyOak Wealth
Michigan
$334K +$334K +3,561 New
SAM
746
SignalPoint Asset Management
Missouri
$333K – – –
BWCS
747
Beirne Wealth Consulting Services
Connecticut
$332K -$609K -6,500 -65%
OIWM
748
OptiFour Integrated Wealth Management
Virginia
$332K – – –
MMHP
749
Murphy Middleton Hinkle & Parker
Georgia
$331K -$6K -64 -2%
GIA
750
Gladstone Institutional Advisory
Florida
$328K -$7.41K -79 -2%
28 29
30
31 32