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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 %
CHJWM
826
Carlton Hofferkamp & Jenks Wealth Management
Texas
$786K +$1.21K +11 +0.2%
WA1
827
Wimmer Associates 1
California
$784K -$22.7K -210 -3%
CPIG
828
Chicago Partners Investment Group
Illinois
$782K +$154K +1,387 +24%
SC
829
Steph & Co
Wisconsin
$782K -$41.6K -384 -5%
JIP
830
Jaffetilchin Investment Partners
Florida
$781K +$4.44K +41 +0.6%
ACM
831
Alamar Capital Management
California
$778K -$18.9K -175 -2%
BIA
832
Bigelow Investment Advisors
Maine
$775K +$193K +1,786 +33%
MSA
833
McAlister Sweet & Associates
Texas
$775K – – –
CCG
834
Chatham Capital Group
Georgia
$774K – – –
RIM
835
Rockbridge Investment Management
New York
$767K -$21.5K -199 -3%
GWM
836
Greenhouse Wealth Management
Connecticut
$766K +$60.1K +555 +9%
WP
837
WealthSource Partners
California
$763K -$184K -1,697 -19%
MIM
838
Moseley Investment Management
Florida
$763K +$8.66K +80 +1%
ACA
839
Ackerman Capital Advisors
Texas
$762K – – –
FFA
840
Fairfield Financial Advisors
Massachusetts
$761K +$553K +5,108 +265%
CF
841
Copperwynd Financial
Arizona
$757K -$111K -1,026 -13%
BS
842
Boenning & Scattergood
Pennsylvania
$754K -$259K -2,307 -26%
Financial Engines Advisors
843
Financial Engines Advisors
California
$751K +$14.1K +130 +2%
BOSSRA
844
B.O.S.S. Retirement Advisors
Utah
$751K +$751K +6,943 New
PP
845
PDS Planning
Ohio
$751K +$1.41K +13 +0.2%
PCMC
846
Private Capital Management (Colorado)
Colorado
$749K +$10.8K +100 +1%
RWP
847
Ridgecrest Wealth Partners
California
$748K -$37.9K -350 -5%
HIS
848
Horizon Investment Services
Indiana
$748K +$11.7K +108 +2%
DFG
849
Delta Financial Group
New Jersey
$747K +$747K +6,874 New
ARC
850
Advisor Resource Council
Texas
$744K +$130K +1,200 +21%
32 33
34
35 36