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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,099 hedge funds and large institutions have $11.8B invested in Vanguard High Dividend Yield ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 481 increasing their positions, 351 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+35
Holders Change %
+3.29%
% of All Funds
19.35%
Holding in Top 10
109
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.22%
% of All Funds
1.92%
New
102
Increased
481
Reduced
351
Closed
54
Calls
$67.9M
Puts
$32.9M
Net Calls
+$35M
Net Calls Change
+$21.1M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$195M
2
FP
Financial Perspectives
Minnesota
+$89.3M
3
HighTower Advisors
HighTower Advisors
Illinois
+$50.3M
4
Morgan Stanley
Morgan Stanley
New York
+$37.5M
5
CG
Colony Group
Massachusetts
+$37.5M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$703M
2
Bank of America
Bank of America
North Carolina
-$316M
3
USAA
United Services Automobile Association
Texas
-$108M
4
SS
Simplicity Solutions
Minnesota
-$31.6M
5
PFM
Parsec Financial Management
North Carolina
-$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
726
BlueCrest Capital Management
Jersey
$509K +$509K +5,036 New
TWM
727
Tradition Wealth Management
Minnesota
$508K -$113K -1,121 -18%
COF
728
Capital One Financial
Virginia
$506K -$233K -2,299 -31%
BTWM
729
Baker Tilly Wealth Management
Wisconsin
$505K +$505K +4,997 New
AF
730
Affiance Financial
Minnesota
$504K – – –
MFG
731
Magnus Financial Group
New York
$502K -$45.8K -453 -8%
MM
732
Meridian Management
Arkansas
$502K +$10.9K +108 +2%
RIL
733
Rothschild Investment LLC
Illinois
$498K +$12.6K +125 +3%
MCM
734
MV Capital Management
Maryland
$497K – – –
IBOK
735
Independence Bank of Kentucky
Kentucky
$495K – – –
RWM
736
Ritholtz Wealth Management
New York
$495K +$30.3K +300 +7%
BS
737
Boenning & Scattergood
Pennsylvania
$495K +$66.4K +656 +15%
RIM
738
Rockbridge Investment Management
New York
$493K +$4.55K +45 +0.9%
SFA
739
Sequoia Financial Advisors
Ohio
$493K +$100K +991 +25%
RIG
740
RiverFront Investment Group
Virginia
$493K +$493K +4,874 New
BFO
741
Boston Family Office
Massachusetts
$488K +$95.6K +1,176 +24%
Group One Trading
742
Group One Trading
Illinois
$486K +$417K +4,126 +602%
VWM
743
Valley Wealth Managers
New Jersey
$485K +$211K +2,091 +77%
WSTAM
744
Wilbanks Smith & Thomas Asset Management
Virginia
$481K +$43.4K +429 +10%
JWCA
745
J.W. Coons Advisors
Ohio
$474K -$19K -188 -4%
CF
746
Copperwynd Financial
Arizona
$473K -$2.65M -26,233 -85%
5L
747
55I LLC
Massachusetts
$471K +$471K +4,662 New
JGIA
748
Jackson Grant Investment Advisers
Connecticut
$469K +$1.01K +10 +0.2%
PWLP
749
Prio Wealth Limited Partnership
Massachusetts
$468K – – –
HCM
750
Howard Capital Management
Georgia
$467K +$35.1K +341 +8%
28 29
30
31 32