VYM icon

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 %
IF
876
Intrua Financial
Texas
$644K +$517 +5 +0.1%
WFAG
877
Wescott Financial Advisory Group
Pennsylvania
$643K -$31K -300 -5%
TWM
878
Thrive Wealth Management
Pennsylvania
$641K +$171K +1,654 +36%
SPP
879
Single Point Partners
Massachusetts
$638K +$638K +6,171 New
JBA
880
Johnson Bixby & Associates
Washington
$635K -$114K -1,107 -15%
LWM
881
Laidlaw Wealth Management
New York
$635K -$2.97M -28,782 -82%
FNBOMD
882
First National Bank of Mount Dora
Florida
$631K – – –
FWA
883
FOCUS Wealth Advisors
Texas
$631K – – –
EA
884
Eudaimonia Advisors
Tennessee
$629K -$6.51K -63 -1%
FLA
885
Financial Life Advisors
Texas
$627K -$11K -106 -2%
SFC
886
Strategic Financial Concepts
Texas
$627K -$18.2K -176 -3%
FLPIM
887
F.L. Putnam Investment Management
Massachusetts
$625K -$93.3K -903 -13%
MSA
888
McAlister Sweet & Associates
Texas
$624K -$3.1K -30 -0.5%
CA
889
Continuum Advisory
Idaho
$622K +$207 +2 +0%
CRI
890
Commonwealth Retirement Investments
Virginia
$621K -$168K -1,629 -21%
CPA
891
Capital Planning Advisors
California
$620K -$317K -3,067 -34%
HHGA
892
Halbert Hargrove Global Advisors
California
$619K -$47.8K -463 -7%
SWP
893
Semus Wealth Partners
Florida
$616K -$84K -813 -12%
NEPPG
894
New England Professional Planning Group
Rhode Island
$615K – – –
WAG
895
Wallace Advisory Group
California
$613K – – –
FWM
896
Fingerlakes Wealth Management
New York
$613K +$827 +8 +0.1%
Financial Engines Advisors
897
Financial Engines Advisors
California
$612K -$6.2K -60 -1%
GP
898
Geneva Partners
Wisconsin
$610K -$48.5K -469 -7%
OW
899
Olistico Wealth
Oklahoma
$609K +$3.62K +35 +0.6%
SSWM
900
Strait & Sound Wealth Management
California
$606K +$49.7K +481 +9%
34 35
36
37 38