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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,437 hedge funds and large institutions have $17.8B invested in Vanguard High Dividend Yield ETF in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 537 increasing their positions, 570 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,437
Holders Change
-9
Holders Change %
-0.62%
% of All Funds
22.91%
Holding in Top 10
159
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.22%
% of All Funds
2.54%
New
83
Increased
537
Reduced
570
Closed
78
Calls
$202M
Puts
$40.2M
Net Calls
+$162M
Net Calls Change
-$7.66M

Top Buyers

1
SLI
Sumitomo Life Insurance
Japan
+$883M
2
PFO
Pathstone Family Office
New Jersey
+$147M
3
FA
Fiducient Advisors
Illinois
+$54.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$38.2M
5
LPL Financial
LPL Financial
California
+$30.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$94M
2
Ameriprise
Ameriprise
Minnesota
-$79.3M
3
AP
Arlington Partners
Alabama
-$32.2M
4
Wells Fargo
Wells Fargo
California
-$17.7M
5
FPCG
Forum Private Client Group
Indiana
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
751
Evoke Wealth
California
$1M +$413 +4 +0%
AA
752
Alesco Advisors
New York
$1M – – –
NAS
753
Nicolet Advisory Services
Wisconsin
$988K -$13.3K -131 -1%
CPA
754
Cardiff Park Advisors
California
$986K -$303K -2,930 -23%
Neuberger Berman Group
755
Neuberger Berman Group
New York
$979K -$287K -2,773 -23%
CWM
756
Cornerstone Wealth Management
Missouri
$977K -$9.3K -90 -0.9%
CG
757
Cutler Group
California
$971K +$971K +9,400 New
CFS
758
CRA Financial Services
New Jersey
$966K +$26.9K +260 +3%
RW
759
REDW Wealth
New Mexico
$965K – – –
PG
760
Patten Group
Tennessee
$964K +$52.3K +506 +6%
KC
761
Kades & Cheifetz
Pennsylvania
$963K -$167K -1,621 -15%
CW
762
Connectus Wealth
Ohio
$963K +$963K +9,322 New
RPC
763
Rossmore Private Capital
Connecticut
$963K – – –
EWMCB
764
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$962K -$10.7M -103,202 -92%
WP
765
WealthSpring Partners
California
$962K +$15.5K +150 +2%
PCM
766
Poehling Capital Management
Wisconsin
$958K – – –
ORC
767
O'Rourke & Company
Massachusetts
$951K +$65.7K +636 +7%
STCOSD
768
Sageworth Trust Company of South Dakota
South Dakota
$946K +$57K +552 +6%
VIP
769
Vantage Investment Partners
Missouri
$935K – – –
FFA
770
Fragasso Financial Advisors
Pennsylvania
$932K +$19.9K +193 +2%
CCM
771
Coldstream Capital Management
Washington
$930K +$119K +1,147 +15%
MA
772
MBA Advisors
Pennsylvania
$928K – – –
LC
773
Lindbrook Capital
California
$922K – – –
FB
774
Fulton Bank
Pennsylvania
$913K – – –
CFGSD
775
Compass Financial Group (South Dakota)
South Dakota
$911K +$4.55K +44 +0.5%
29 30
31
32 33