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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 %
SAM
901
SignalPoint Asset Management
Missouri
$605K -$1.76K -17 -0.3%
C
902
Covestor
United Kingdom
$603K +$26.5K +256 +5%
DAM
903
Derbend Asset Management
Georgia
$603K – – –
GPA
904
Garrison Point Advisors
California
$602K – – –
PWMG
905
Provence Wealth Management Group
California
$601K -$69.3K -671 -10%
EWM
906
Evermay Wealth Management
Virginia
$601K +$11.2K +108 +2%
TT
907
TI-Trust
Illinois
$599K +$134K +1,298 +29%
FFA
908
First Foundation Advisors
California
$597K -$3.72K -36 -0.6%
WG
909
Welch Group
Alabama
$592K – – –
VWA
910
V Wealth Advisors
Kansas
$589K -$519K -5,025 -47%
CWS
911
Confluence Wealth Services
Pennsylvania
$589K +$207 +2 +0%
VFPW
912
Vantage Financial Partners (Wisconsin)
Wisconsin
$588K +$211K +2,046 +56%
TMWM
913
Taylor & Morgan Wealth Management
Michigan
$587K -$38K -368 -6%
AFG
914
Allegheny Financial Group
Pennsylvania
$584K +$269K +2,602 +85%
HCM
915
Hengehold Capital Management
Ohio
$584K – – –
RFA
916
Register Financial Advisors
Georgia
$583K +$32.5K +315 +6%
GCA
917
Gradient Capital Advisors
California
$581K -$18.2K -176 -3%
AFO
918
Allie Family Office
Florida
$581K -$1.13M -10,962 -66%
WAM
919
WNY Asset Management
New York
$580K +$118K +1,140 +26%
NF
920
Norwood Financial
Pennsylvania
$576K -$6.72K -65 -1%
MC
921
Mathes Company
New York
$575K – – –
ADL
922
Asset Dedication LLC
California
$573K -$76.4K -739 -12%
CWM
923
Cedar Wealth Management
California
$571K +$1.45K +14 +0.3%
CTI
924
Community Trust & Investment
Kentucky
$567K +$567K +5,484 New
PFGIA
925
Patriot Financial Group Insurance Agency
Massachusetts
$561K -$511K -4,948 -48%
35 36
37
38 39