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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 %
HIC
801
Holderness Investments Company
North Carolina
$803K +$48K +465 +6%
CA
802
Claro Advisors
Massachusetts
$800K +$8.37K +81 +1%
SC
803
Stephens Consulting
Michigan
$791K +$827 +8 +0.1%
PL
804
Plancorp LLC
Missouri
$791K +$103K +995 +15%
CCG
805
Coastwise Capital Group
California
$784K +$111K +1,079 +17%
KIA
806
KLR Investment Advisors
Rhode Island
$782K -$10K -95 -1%
MCM
807
Morton Capital Management
California
$777K – – –
AWA
808
Arete Wealth Advisors
Illinois
$775K -$1.18M -11,379 -60%
SC
809
Schubert & Co
Texas
$773K -$507K -4,908 -40%
CCM
810
Condor Capital Management
New Jersey
$770K – – –
JIP
811
Jaffetilchin Investment Partners
Florida
$767K +$3.62K +35 +0.5%
MFG
812
Magnus Financial Group
New York
$767K +$5.58K +54 +0.7%
RIA
813
Richwood Investment Advisors
Ohio
$766K -$5.48K -53 -0.7%
FFA
814
Farther Finance Advisors
California
$766K -$23.7K -229 -3%
AC
815
Anson Capital
Georgia
$762K -$22.4K -217 -3%
RWP
816
Ridgecrest Wealth Partners
California
$761K – – –
GIA
817
Gladstone Institutional Advisory
Florida
$761K -$83.5K -808 -10%
LCM
818
Liberty Capital Management
Michigan
$760K +$380K +3,678 +100%
MA
819
Mezzasalma Advisors
New Jersey
$760K +$5.68K +55 +0.8%
KFI
820
Key Financial Inc
Pennsylvania
$759K – – –
WJA
821
Willis Johnson & Associates
Texas
$758K +$103 +1 +0%
DFG
822
Delta Financial Group
New Jersey
$754K +$754K +7,298 New
MWM
823
Maripau Wealth Management
Indiana
$753K +$75.1K +727 +11%
LA
824
LexAurum Advisors
Kansas
$752K +$5.58K +54 +0.7%
GWM
825
Greenhouse Wealth Management
Connecticut
$747K +$5.17K +50 +0.7%
31 32
33
34 35