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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,430 hedge funds and large institutions have $16.8B invested in Vanguard High Dividend Yield ETF in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 598 increasing their positions, 493 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
-33
Holders Change %
-2.26%
% of All Funds
22.89%
Holding in Top 10
175
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-9.79%
% of All Funds
2.8%
New
100
Increased
598
Reduced
493
Closed
87
Calls
$190M
Puts
$17.9M
Net Calls
+$172M
Net Calls Change
+$12.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$339M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$29M
3
BB
Bell Bank
North Dakota
+$24.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$21.1M
5
LPL Financial
LPL Financial
California
+$20.2M

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
-$519M
2
Bank of America
Bank of America
North Carolina
-$459M
3
Truist Financial
Truist Financial
North Carolina
-$60.5M
4
FMLI
Fukoku Mutual Life Insurance
Japan
-$36.3M
5
Jane Street
Jane Street
New York
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
901
Clearstead Advisors
Ohio
$598K +$57.2K +542 +11%
HHGA
902
Halbert Hargrove Global Advisors
California
$598K +$98.2K +931 +20%
GVAG
903
Great Valley Advisor Group
Delaware
$596K +$12.1K +115 +2%
NF
904
Norwood Financial
Pennsylvania
$595K -$3.9K -37 -0.7%
RFA
905
Resurgent Financial Advisors
Georgia
$595K -$29.9K -283 -5%
GC
906
Grimes & Company
Massachusetts
$594K -$23.1K -219 -4%
RWA
907
Redhawk Wealth Advisors
Minnesota
$592K – – –
CSWM
908
Cassady Schiller Wealth Management
Ohio
$591K – – –
GT
909
Glenview Trust
Kentucky
$590K -$132K -1,255 -18%
GM
910
GeoWealth Management
Illinois
$588K -$72.8K -690 -11%
NP
911
Nilsine Partners
Colorado
$584K +$584K +5,535 New
ACM
912
Alamar Capital Management
California
$583K -$176K -1,666 -23%
CWM
913
Cedar Wealth Management
California
$580K +$1.37K +13 +0.2%
LWM
914
LJI Wealth Management
Indiana
$576K +$31.7K +300 +6%
SSWM
915
Strait & Sound Wealth Management
California
$574K +$45.4K +430 +9%
LJAC
916
L.J. Altfest & Co
New York
$573K – – –
CW
917
Channel Wealth
California
$571K +$571K +5,412 New
TC
918
Telemus Capital
Michigan
$569K -$32.1K -304 -5%
CWA
919
Clearview Wealth Advisors
Oregon
$569K -$2.17M -20,562 -79%
VHAM
920
Van Hulzen Asset Management
California
$564K -$49.7K -471 -8%
Neuberger Berman Group
921
Neuberger Berman Group
New York
$564K +$26.9K +255 +5%
C
922
Covestor
United Kingdom
$563K +$25.4K +241 +5%
CS
923
Credit Suisse
Switzerland
$562K +$464K +4,402 +474%
RFA
924
Register Financial Advisors
Georgia
$562K – – –
GP
925
Girard Partners
Pennsylvania
$558K +$169K +1,604 +44%
35 36
37
38 39