VYM icon

Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,125 hedge funds and large institutions have $11.9B invested in Vanguard High Dividend Yield ETF in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 514 increasing their positions, 337 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,125
Holders Change
+26
Holders Change %
+2.37%
% of All Funds
19.64%
Holding in Top 10
108
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.92%
% of All Funds
1.89%
New
88
Increased
514
Reduced
337
Closed
49
Calls
$109M
Puts
$43.1M
Net Calls
+$65.9M
Net Calls Change
+$31M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$447M
2
Ameriprise
Ameriprise
Minnesota
+$49M
3
Morgan Stanley
Morgan Stanley
New York
+$34.3M
4
Bank of America
Bank of America
North Carolina
+$31.4M
5
SCA
Stuart Chaussee & Associates
California
+$27.9M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$945M
2
USAA
United Services Automobile Association
Texas
-$869M
3
AIC
Ameritas Investment Company
Nebraska
-$376M
4
MSA
Marino Stram & Associates
Massachusetts
-$31.2M
5
AF
Ally Financial
Michigan
-$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
851
Burt Wealth Advisors
Maryland
$339K – – –
BG
852
Benedetti & Gucer
Georgia
$337K – – –
AWCI
853
Alpine Woods Capital Investors
New York
$335K – – –
WA1
854
Wimmer Associates 1
California
$335K +$62.9K +600 +23%
TFS
855
TrustCore Financial Services
Tennessee
$334K -$9.44K -90 -3%
AWM
856
Altavista Wealth Management
North Carolina
$333K +$103K +985 +45%
REMPR
857
Roof Eidam Maycock Peralta (REMP)
California
$332K – – –
MFGM
858
Marshall Financial Group (Maryland)
Maryland
$328K -$5.76K -55 -2%
JHCP
859
Jackson Hole Capital Partners
Oklahoma
$328K +$18K +172 +6%
PFGIA
860
Patriot Financial Group Insurance Agency
Massachusetts
$326K +$6.81K +65 +2%
PCMC
861
Private Capital Management (Colorado)
Colorado
$322K +$209 +2 +0.1%
EL
862
EMFO LLC
Florida
$322K +$322K +3,071 New
HCM
863
Hollencrest Capital Management
California
$321K – – –
CCT
864
Chemung Canal Trust
New York
$321K – – –
EWM
865
Evermay Wealth Management
Virginia
$319K +$1.15K +11 +0.4%
RPG
866
Resource Planning Group
Georgia
$318K – – –
CAG
867
Crestwood Advisors Group
Massachusetts
$318K +$50.7K +484 +19%
NGA
868
Naples Global Advisors
Florida
$317K +$317K +3,023 New
DI
869
Disciplined Investments
Oklahoma
$315K -$73.6K -703 -19%
DT
870
Diversified Trust
Tennessee
$314K -$20.9K -200 -6%
SB
871
Simmons Bank
Arkansas
$314K – – –
OSAM
872
O'Shaughnessy Asset Management
Connecticut
$314K +$314K +3,000 New
BAM
873
Berkshire Asset Management
Pennsylvania
$313K +$1.05K +10 +0.3%
WWM
874
Windsor Wealth Management
Indiana
$313K +$6.6K +63 +2%
IFWM
875
Institute for Wealth Management
Colorado
$313K +$313K +2,992 New
33 34
35
36 37