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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 %
BWP
826
Balboa Wealth Partners
Arizona
$746K +$14.1K +136 +2%
MJRIC
827
Mogy Joel R Investment Counsel
California
$745K -$8.78K -85 -1%
CMP
828
Courage Miller Partners
Virginia
$741K -$25.5K -247 -3%
WP
829
WealthSource Partners
California
$740K +$5.58K +54 +0.8%
GWM
830
Greenwich Wealth Management
Connecticut
$737K +$37.7K +365 +5%
GT
831
Glenview Trust
Kentucky
$737K +$139K +1,341 +23%
TCBWMS
832
Texas Capital Bank Wealth Management Services
Texas
$734K -$139K -1,342 -16%
BL
833
BFSG LLC
California
$728K -$38.8K -376 -5%
ACA
834
Ackerman Capital Advisors
Texas
$727K – – –
GWM
835
Gray Wealth Management
Maine
$727K +$6.72K +65 +0.9%
AGC
836
Aspen Grove Capital
Colorado
$723K +$723K +7,000 New
BPC
837
Banque Pictet & Cie
Switzerland
$723K +$723K +7,000 New
CCG
838
Chatham Capital Group
Georgia
$723K -$31K -300 -4%
PP
839
PDS Planning
Ohio
$721K +$1.14K +11 +0.2%
SCM
840
SOL Capital Management
Maryland
$719K -$176K -1,700 -20%
CWM
841
Congress Wealth Management
Massachusetts
$717K +$56.6K +548 +9%
FNBSF
842
First National Bank Sioux Falls
South Dakota
$716K – – –
TFA
843
Tobias Financial Advisors
Florida
$716K – – –
TA
844
TFG Advisers
Michigan
$712K +$2.69K +26 +0.4%
BIA
845
Bigelow Investment Advisors
Maine
$710K -$36.7K -355 -5%
MIA
846
MMBG Investment Advisors
Florida
$710K – – –
WAG
847
Winthrop Advisory Group
Massachusetts
$707K +$9.2K +89 +1%
BPWM
848
Badgley Phelps Wealth Managers
Washington
$702K -$173K -1,673 -20%
RPCONE
849
Retirement Planning Company of New England
Rhode Island
$701K -$81.9K -793 -10%
JC
850
JB Capital
Connecticut
$698K +$75.7K +733 +12%
32 33
34
35 36