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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,446 hedge funds and large institutions have $17.4B invested in Vanguard High Dividend Yield ETF in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 573 increasing their positions, 555 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,446
Holders Change
+16
Holders Change %
+1.12%
% of All Funds
22.8%
Holding in Top 10
166
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.14%
% of All Funds
2.62%
New
98
Increased
573
Reduced
555
Closed
70
Calls
$202M
Puts
$31.8M
Net Calls
+$170M
Net Calls Change
-$2.13M

Top Buyers

1
SLI
Sumitomo Life Insurance
Japan
+$1.07B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$59.3M
3
Bank of America
Bank of America
North Carolina
+$28M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$23.5M
5
ST
Sageworth Trust
Pennsylvania
+$21.8M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$403M
2
Truist Financial
Truist Financial
North Carolina
-$120M
3
CG
Colony Group
Massachusetts
-$117M
4
SR
Swiss Re
Switzerland
-$76.9M
5
MCC
Money Concepts Capital
Florida
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
751
ProVise Management Group
Florida
$990K -$4.56K -43 -0.5%
RPC
752
Rossmore Private Capital
Connecticut
$988K – – –
WCFA
753
Walkner Condon Financial Advisors
Wisconsin
$987K +$53.6K +505 +6%
PCM
754
Poehling Capital Management
Wisconsin
$984K -$106K -1,000 -10%
CF
755
Centaurus Financial
California
$979K -$1.74M -16,363 -64%
WBC
756
West Branch Capital
Massachusetts
$979K +$212 +2 +0%
ARS
757
Adirondack Retirement Specialists
New York
$974K +$7.53K +71 +0.8%
WP
758
WealthSpring Partners
California
$971K -$75.9K -716 -7%
TW
759
Transform Wealth
Colorado
$965K +$75.6K +713 +9%
CFS
760
CRA Financial Services
New Jersey
$964K +$1.27K +12 +0.1%
CPA
761
Capital Planning Advisors
California
$962K +$962K +9,070 New
VIP
762
Vantage Investment Partners
Missouri
$960K -$906K -8,545 -49%
MA
763
MBA Advisors
Pennsylvania
$953K -$46.1K -435 -5%
LC
764
Lindbrook Capital
California
$947K – – –
VDBMI
765
Van Den Berg Management I
Texas
$943K -$32.4K -305 -3%
FCAM
766
First Citizens Asset Management
North Carolina
$940K +$11.1K +105 +1%
FB
767
Fulton Bank
Pennsylvania
$937K – – –
FFA
768
Fragasso Financial Advisors
Pennsylvania
$936K +$120K +1,135 +15%
PG
769
Patten Group
Tennessee
$936K -$43.4K -409 -4%
HF
770
HRT Financial
New York
$933K -$651K -6,139 -41%
CFGSD
771
Compass Financial Group (South Dakota)
South Dakota
$930K +$109K +1,031 +13%
HVM
772
Harvest Volatility Management
Connecticut
$927K -$129K -1,218 -12%
LWM
773
LJI Wealth Management
Indiana
$927K +$348K +3,281 +60%
MWM
774
Madison Wealth Management
Ohio
$918K -$38K -358 -4%
SCM
775
SOL Capital Management
Maryland
$918K +$119K +1,120 +15%
29 30
31
32 33