VYM icon

Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,124 hedge funds and large institutions have $11.7B invested in Vanguard High Dividend Yield ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 500 increasing their positions, 347 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
19.74%
Holding in Top 10
108
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.9%
New
71
Increased
500
Reduced
347
Closed
54
Calls
$107M
Puts
$58M
Net Calls
+$48.9M
Net Calls Change
-$17.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$96.7M
2
Bank of America
Bank of America
North Carolina
+$50.6M
3
AIC
Ameritas Investment Company
Nebraska
+$45.2M
4
MSA
Marino Stram & Associates
Massachusetts
+$37.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$29.9M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$222M
2
SCA
Stuart Chaussee & Associates
California
-$30M
3
WFS
Weitzel Financial Services
Iowa
-$27.9M
4
WBG
Wharton Business Group
Pennsylvania
-$26.9M
5
EC
Estate Counselors
Wisconsin
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
851
Allen Investment Management
New York
$327K +$327K +3,166 New
CIBC Asset Management
852
CIBC Asset Management
Ontario, Canada
$326K -$30K -290 -8%
EWA
853
Evolution Wealth Advisors
Florida
$326K -$18.1K -175 -5%
JHCP
854
Jackson Hole Capital Partners
Oklahoma
$323K – – –
C
855
Certuity
Florida
$322K +$107K +1,034 +50%
TVWM
856
Tower View Wealth Management
Wisconsin
$321K +$53.2K +514 +20%
CWM
857
Cahaba Wealth Management
Georgia
$320K +$320K +3,097 New
WW
858
Waterfront Wealth
Kansas
$319K +$26K +252 +9%
EL
859
EMFO LLC
Florida
$317K – – –
HCM
860
Hollencrest Capital Management
California
$317K – – –
MFGM
861
Marshall Financial Group (Maryland)
Maryland
$315K -$8.16K -79 -3%
EWM
862
Evermay Wealth Management
Virginia
$315K +$516 +5 +0.2%
CAG
863
Crestwood Advisors Group
Massachusetts
$314K – – –
RPG
864
Resource Planning Group
Georgia
$314K – – –
TNB
865
Thomasville National Bank
Georgia
$314K +$31.9K +309 +11%
MSAM
866
Moloney Securities Asset Management
Missouri
$314K +$71.5K +693 +30%
WWM
867
Windsor Wealth Management
Indiana
$313K – – –
NGA
868
Naples Global Advisors
Florida
$312K – – –
BAM
869
Berkshire Asset Management
Pennsylvania
$311K +$2.27K +22 +0.7%
OSAM
870
O'Shaughnessy Asset Management
Connecticut
$310K – – –
SB
871
Simmons Bank
Arkansas
$310K – – –
GW
872
GW & Wade
Massachusetts
$309K +$4.75K +46 +2%
TWA
873
TCI Wealth Advisors
Arizona
$308K +$3.1K +30 +1%
WA
874
Wealth Alliance
New York
$307K -$558K -5,393 -65%
ATPW
875
Ashton Thomas Private Wealth
Arizona
$305K +$13.8K +134 +5%
33 34
35
36 37