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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 %
MSFS
776
Main Street Financial Solutions
Pennsylvania
$916K -$561K -5,290 -38%
STCOSD
777
Sageworth Trust Company of South Dakota
South Dakota
$912K +$912K +8,602 New
BFA
778
Beaumont Financial Advisors
Massachusetts
$911K -$9.87K -93 -1%
ORC
779
O'Rourke & Company
Massachusetts
$909K +$15K +141 +2%
BPWM
780
Badgley Phelps Wealth Managers
Washington
$898K -$15.3K -144 -2%
TCBWMS
781
Texas Capital Bank Wealth Management Services
Texas
$895K -$195K -1,842 -18%
ZIC
782
ZWJ Investment Counsel
Georgia
$891K -$24.6K -232 -3%
FHC
783
First Heartland Consultants
Missouri
$888K +$212 +2 +0%
CPIG
784
Chicago Partners Investment Group
Illinois
$887K +$74.6K +682 +9%
BWL
785
Bogart Wealth LLC
Virginia
$880K +$4.77K +45 +0.5%
MIM
786
Moseley Investment Management
Florida
$874K -$22.6K -213 -3%
GAM
787
Gould Asset Management
California
$871K -$9.55K -90 -1%
GIA
788
Gladstone Institutional Advisory
Florida
$867K -$23.2K -219 -3%
PFWA
789
Paces Ferry Wealth Advisors
Georgia
$861K -$1.06K -10 -0.1%
PWM
790
Perigon Wealth Management
California
$853K -$121K -1,145 -12%
HWA
791
Heritage Wealth Advisors
Virginia
$848K – – –
DFA
792
DHK Financial Advisors
New Hampshire
$843K +$7K +66 +0.8%
AIC
793
Archer Investment Corporation
Indiana
$841K +$64.6K +609 +8%
CGPCS
794
Capital Group Private Client Services
California
$841K +$5.3K +50 +0.6%
WAL
795
W Advisors LLC
Tennessee
$839K – – –
CCM
796
Coldstream Capital Management
Washington
$833K -$165K -1,554 -17%
CA
797
Claro Advisors
Massachusetts
$812K +$117K +1,103 +17%
SC
798
Stephens Consulting
Michigan
$812K -$266K -2,510 -25%
FFA
799
Farther Finance Advisors
California
$811K -$113K -1,061 -12%
CRI
800
Commonwealth Retirement Investments
Virginia
$810K +$106K +996 +15%
30 31
32
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