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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 %
RW
776
REDW Wealth
New Mexico
$938K – – –
LA
777
Legacy Advisors
Pennsylvania
$932K – – –
FLPIM
778
F.L. Putnam Investment Management
Massachusetts
$914K -$152K -1,409 -14%
FHC
779
First Heartland Consultants
Missouri
$913K -$61.8K -571 -6%
FFA
780
Farther Finance Advisors
California
$912K +$912K +8,426 New
GAM
781
Gould Asset Management
California
$909K -$199K -1,835 -18%
GIA
782
Gladstone Institutional Advisory
Florida
$907K -$8.66K -80 -0.9%
TW
783
Transform Wealth
Colorado
$907K +$6.49K +60 +0.7%
ACS
784
Archford Capital Strategies
Illinois
$906K +$190K +1,754 +26%
PFWA
785
Paces Ferry Wealth Advisors
Georgia
$898K -$6.49K -60 -0.7%
MCM
786
Morton Capital Management
California
$895K – – –
FFA
787
Fragasso Financial Advisors
Pennsylvania
$892K +$68.3K +631 +8%
WCFA
788
Walkner Condon Financial Advisors
Wisconsin
$889K +$366K +3,378 +70%
VC
789
Vicus Capital
Pennsylvania
$889K +$79K +730 +10%
BFG
790
Bouchey Financial Group
New York
$888K -$9.2K -85 -1%
ORC
791
O'Rourke & Company
Massachusetts
$888K +$159K +1,469 +22%
JCM
792
Jacobi Capital Management
Pennsylvania
$886K -$61.7K -570 -7%
JBA
793
Johnson Bixby & Associates
Washington
$884K -$52.4K -484 -6%
SCA
794
Stonebridge Capital Advisors
Minnesota
$878K +$452K +4,181 +106%
AIA
795
Avalon Investment & Advisory
Texas
$875K +$558K +5,152 +176%
B
796
Bellecapital
Switzerland
$867K – – –
HWA
797
Heritage Wealth Advisors
Virginia
$865K – – –
GFP
798
Guardian Financial Partners
California
$856K +$856K +7,914 New
DWM
799
Dopkins Wealth Management
New York
$855K – – –
SWP
800
Strategic Wealth Partners
Ohio
$851K +$53.7K +496 +7%
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32
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