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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 %
WP
751
WealthSpring Partners
California
$1.04M +$118K +1,086 +13%
PWM
752
Perigon Wealth Management
California
$1.04M +$350K +3,232 +51%
PCA
753
Prosperity Capital Advisors
Ohio
$1.03M +$1.03M +9,562 New
BCA
754
Bay Colony Advisors
Massachusetts
$1.03M +$103K +955 +11%
FA
755
Flagstar Advisors
New York
$1.03M -$3.25K -30 -0.3%
WBC
756
West Branch Capital
Massachusetts
$1.02M +$216 +2 +0%
EW
757
Evoke Wealth
California
$1.02M -$320K -2,955 -24%
JGCM
758
Joseph Group Capital Management
Ohio
$1.02M -$38.4K -355 -4%
CCM
759
Condor Capital Management
New Jersey
$1.01M – – –
CPO
760
Cerity Partners OCIO
New York
$1.01M +$42.6K +394 +4%
RPC
761
Rossmore Private Capital
Connecticut
$1.01M – – –
EWA
762
EverSource Wealth Advisors
Alabama
$1M +$231K +2,135 +30%
PG
763
Patten Group
Tennessee
$999K +$20K +185 +2%
BCP
764
Blue Chip Partners
Michigan
$989K +$31.9K +295 +3%
MG
765
Mather Group
Illinois
$983K -$227K -2,094 -19%
WAL
766
W Advisors LLC
Tennessee
$979K +$33.7K +311 +4%
MWM
767
Madison Wealth Management
Ohio
$975K -$7.47K -69 -0.8%
NEGWA
768
New England Guild Wealth Advisors
Connecticut
$968K +$87K +804 +10%
LC
769
Lindbrook Capital
California
$966K – – –
TFS
770
TrustCore Financial Services
Tennessee
$962K -$6.38K -59 -0.7%
KA
771
Klingman & Associates
New York
$958K +$28.1K +260 +3%
OC
772
Oppenheimer & Co
New York
$957K +$25.4K +235 +3%
LAM
773
LifePro Asset Management
California
$947K -$88K -813 -9%
BFA
774
Beaumont Financial Advisors
Massachusetts
$942K +$942K +8,706 New
ZIC
775
ZWJ Investment Counsel
Georgia
$941K +$113K +1,041 +14%
29 30
31
32 33