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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 %
WAL
776
W Advisors LLC
Tennessee
$905K +$87.5K +847 +11%
LWM
777
LJI Wealth Management
Indiana
$903K – – –
MWM
778
Madison Wealth Management
Ohio
$894K +$103 +1 +0%
MIM
779
Moseley Investment Management
Florida
$894K +$42.4K +410 +5%
MSFS
780
Main Street Financial Solutions
Pennsylvania
$893K +$1.03K +10 +0.1%
BFA
781
Beaumont Financial Advisors
Massachusetts
$888K +$310 +3 +0%
SAM
782
Secure Asset Management
Michigan
$878K +$92.7K +897 +12%
PMG
783
ProVise Management Group
Florida
$877K -$86.8K -840 -9%
FHC
784
First Heartland Consultants
Missouri
$866K +$1.45K +14 +0.2%
WBC
785
West Branch Capital
Massachusetts
$865K -$88.9K -860 -9%
BWL
786
Bogart Wealth LLC
Virginia
$864K +$7.03K +68 +0.8%
AA
787
Advisory Alpha
Michigan
$860K -$373K -3,612 -30%
VDBMI
788
Van Den Berg Management I
Texas
$860K -$59.2K -573 -6%
FCAM
789
First Citizens Asset Management
North Carolina
$857K -$59K -571 -6%
PFWA
790
Paces Ferry Wealth Advisors
Georgia
$854K +$14.8K +143 +2%
FNBOO
791
First National Bank of Omaha
Nebraska
$852K +$546K +5,280 +178%
GAM
792
Gould Asset Management
California
$835K -$13.4K -130 -2%
FGA
793
Fortis Group Advisors
New Jersey
$834K +$624K +6,006 +297%
VP
794
Verum Partners
North Carolina
$833K +$833K +8,058 New
DFA
795
DHK Financial Advisors
New Hampshire
$827K +$6.1K +59 +0.7%
HWA
796
Heritage Wealth Advisors
Virginia
$826K – – –
AIC
797
Archer Investment Corporation
Indiana
$822K +$2.69K +26 +0.3%
TW
798
Transform Wealth
Colorado
$819K -$120K -1,162 -13%
MFG
799
Merit Financial Group
Georgia
$818K -$209K -2,025 -20%
SGK
800
Steigerwald Gordon & Koch
Virginia
$803K +$24.1K +233 +3%
30 31
32
33 34