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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 %
VIM
726
Vista Investment Management
Pennsylvania
$1.14M +$25.8K +238 +2%
CAG
727
Curtis Advisory Group
California
$1.13M +$497K +4,597 +79%
RSA
728
River Street Advisors
Illinois
$1.13M +$1.13M +10,433 New
BWM
729
Birchcreek Wealth Management
Ohio
$1.13M – – –
HWMA
730
Heritage Wealth Management (Arizona)
Arizona
$1.12M +$665K +6,149 +146%
ZCM
731
Ziegler Capital Management
Illinois
$1.12M – – –
OWM
732
Orgel Wealth Management
Wisconsin
$1.12M +$166K +1,534 +17%
MSFS
733
Main Street Financial Solutions
Pennsylvania
$1.11M -$153K -1,410 -12%
TCBWMS
734
Texas Capital Bank Wealth Management Services
Texas
$1.11M -$43.3K -400 -4%
SC
735
Stephens Consulting
Michigan
$1.11M -$137K -1,270 -11%
PCM
736
Poehling Capital Management
Wisconsin
$1.11M – – –
GG
737
Gleason Group
Kentucky
$1.11M +$9.96K +92 +0.9%
RG
738
Retirement Group
California
$1.11M +$1.02M +9,440 +1,218%
PMG
739
ProVise Management Group
Florida
$1.1M -$83K -767 -7%
DWMG
740
DB Wealth Management Group
California
$1.1M -$649 -6 -0.1%
CFS
741
Cannon Financial Strategists
Georgia
$1.09M – – –
AL
742
Aspiriant LLC
California
$1.09M +$608K +5,620 +126%
HVM
743
Harvest Volatility Management
Connecticut
$1.08M +$1.08M +9,956 New
NWM
744
Northcape Wealth Management
New York
$1.07M -$482K -4,457 -31%
AA
745
Alesco Advisors
New York
$1.07M +$791K +7,310 +284%
DDC
746
DF Dent & Co
Maryland
$1.06M +$40K +370 +4%
Schroder Investment Management Group
747
Schroder Investment Management Group
United Kingdom
$1.06M -$1.91M -17,622 -64%
WAG
748
Wallace Advisory Group
California
$1.06M +$1.06M +9,763 New
VDBMI
749
Van Den Berg Management I
Texas
$1.05M -$2.92K -27 -0.3%
MA
750
MBA Advisors
Pennsylvania
$1.05M -$30K -277 -3%
28 29
30
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