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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 %
GWM
876
Greenwich Wealth Management
Connecticut
$681K +$5.31K +49 +0.8%
EWM
877
Evermay Wealth Management
Virginia
$678K – – –
GM
878
GeoWealth Management
Illinois
$678K -$19.8K -183 -3%
BWL
879
Bogart Wealth LLC
Virginia
$675K +$72.6K +671 +12%
CWS
880
Confluence Wealth Services
Pennsylvania
$675K +$240K +2,220 +55%
SCM
881
Sebold Capital Management
Illinois
$671K +$671K +6,200 New
RWM
882
Ritholtz Wealth Management
New York
$668K -$322K -2,976 -33%
AIM
883
Anchor Investment Management
South Carolina
$665K -$7.47K -69 -1%
FNBOMD
884
First National Bank of Mount Dora
Florida
$661K – – –
ADL
885
Asset Dedication LLC
California
$659K +$19.9K +184 +3%
ATPW
886
Ashton Thomas Private Wealth
Arizona
$651K -$19.5K -180 -3%
GPFA
887
Game Plan Financial Advisors
Ohio
$649K – – –
IF
888
Intrua Financial
Texas
$649K -$153K -1,423 -19%
AC
889
Apella Capital
Connecticut
$648K +$3.25K +30 +0.5%
TA
890
TFG Advisers
Michigan
$644K +$59.8K +553 +10%
RFA
891
Resurgent Financial Advisors
Georgia
$641K +$26.9K +249 +4%
FWM
892
Fingerlakes Wealth Management
New York
$639K +$1.08K +10 +0.2%
WFAG
893
Wescott Financial Advisory Group
Pennsylvania
$634K +$22.8K +211 +4%
GC
894
Grimes & Company
Massachusetts
$633K -$1.19K -11 -0.2%
TC
895
Telemus Capital
Michigan
$632K -$38.4K -347 -6%
GPA
896
Garrison Point Advisors
California
$631K – – –
VHAM
897
Van Hulzen Asset Management
California
$630K -$1.08K -10 -0.2%
ST
898
Sageworth Trust
Pennsylvania
$627K +$68.6K +634 +12%
OW
899
Olistico Wealth
Oklahoma
$626K +$626K +5,784 New
GCA
900
Gradient Capital Advisors
California
$622K -$35.3K -326 -5%
34 35
36
37 38