VYM icon

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 %
BFA
901
Beacon Financial Advisory
Ohio
$621K +$48.3K +446 +8%
TCM
902
Triumph Capital Management
Colorado
$621K +$621K +5,738 New
WG
903
Welch Group
Alabama
$620K – – –
ACA
904
Atlas Capital Advisors
Wyoming
$620K -$14.8K -137 -2%
NF
905
Norwood Financial
Pennsylvania
$615K -$4.87K -45 -0.8%
NEPPG
906
New England Professional Planning Group
Rhode Island
$612K – – –
AFG
907
Allegheny Financial Group
Pennsylvania
$611K +$35.4K +327 +6%
Wealth Enhancement Advisory Services
908
Wealth Enhancement Advisory Services
Minnesota
$610K -$89.3K -816 -13%
RWA
909
Redhawk Wealth Advisors
Minnesota
$607K -$757 -7 -0.1%
WAG
910
Winthrop Advisory Group
Massachusetts
$607K +$131K +1,208 +27%
CSWM
911
Cassady Schiller Wealth Management
Ohio
$607K +$974 +9 +0.2%
RCA
912
Resonant Capital Advisors
Wisconsin
$606K – – –
MFGP
913
Marshall Financial Group (Pennsylvania)
Pennsylvania
$603K +$4.76K +44 +0.8%
FSA
914
Fort Sheridan Advisors
Illinois
$602K +$49.5K +457 +9%
MC
915
Mathes Company
New York
$602K – – –
GVAG
916
Great Valley Advisor Group
Delaware
$600K -$7.9K -73 -1%
CWM
917
Centurion Wealth Management
Virginia
$599K +$599K +5,532 New
CRI
918
Commonwealth Retirement Investments
Virginia
$598K +$598K +5,530 New
CWM
919
Cedar Wealth Management
California
$594K +$1.73K +16 +0.3%
C
920
CEDRUS
Colorado
$590K +$590K +5,454 New
LJAC
921
L.J. Altfest & Co
New York
$588K -$91.2K -843 -13%
RWA
922
River Wealth Advisors
Pennsylvania
$587K +$132K +1,220 +29%
FCBT
923
First Citizens Bank & Trust
North Carolina
$585K +$52.8K +488 +10%
TT
924
TI-Trust
Illinois
$579K -$4.87K -45 -0.8%
OSAM
925
O'Shaughnessy Asset Management
Connecticut
$578K +$974 +9 +0.2%
35 36
37
38 39