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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,099 hedge funds and large institutions have $11.8B invested in Vanguard High Dividend Yield ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 481 increasing their positions, 351 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+35
Holders Change %
+3.29%
% of All Funds
19.35%
Holding in Top 10
109
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.22%
% of All Funds
1.92%
New
102
Increased
481
Reduced
351
Closed
54
Calls
$67.9M
Puts
$32.9M
Net Calls
+$35M
Net Calls Change
+$21.1M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$200M
2
FP
Financial Perspectives
Minnesota
$90.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$50.3M
4
Morgan Stanley
Morgan Stanley
New York
$711M
5
CG
Colony Group
Massachusetts
$39.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$372M
2
Bank of America
Bank of America
North Carolina
$719M
3
USAA
United Services Automobile Association
Texas
$856M
4
SS
Simplicity Solutions
Minnesota
$0
5
PFM
Parsec Financial Management
North Carolina
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
926
SouthState Corp
Florida
$233K – – –
IC
927
Intersect Capital
California
$233K +$101 +1 +0%
BO
928
Bank OZK
Arkansas
$232K – – –
FIM
929
Fernwood Investment Management
Massachusetts
$231K +$231K +2,281 New
RDWM
930
Red Door Wealth Management
Tennessee
$231K +$231K +2,292 New
PWP
931
Personal Wealth Partners
Minnesota
$230K – – –
BB
932
Berkshire Bank
Massachusetts
$230K – – –
FC
933
Ferris Capital
Massachusetts
$228K – – –
CSIC
934
Clifford Swan Investment Counsel
California
$228K – – –
FFG
935
Fullen Financial Group
Ohio
$228K +$1.52K +15 +0.7%
RGC
936
Roberts, Glore & Co
Illinois
$227K – – –
BFM
937
Boston Financial Management
Massachusetts
$225K +$225K +2,224 New
H
938
HoyleCohen
California
$223K +$303 +3 +0.1%
CAG
939
Csenge Advisory Group
Florida
$222K -$20K -195 -8%
AWM
940
Altavista Wealth Management
North Carolina
$222K – – –
HT
941
Heritage Trust
Oklahoma
$222K – – –
NOI
942
Newton One Investments
Delaware
$220K +$1.42K +14 +0.6%
AL
943
ACAS LLC
California
$217K +$217K +2,143 New
F
944
F3Logic
Minnesota
$216K -$10.3K -102 -5%
PI
945
Parkside Investments
Illinois
$216K +$216K +2,138 New
HA
946
HC Advisors
Georgia
$215K +$215K +2,126 New
DPI
947
Diversified Portfolios Inc
Michigan
$215K +$215K +2,130 New
NFG
948
Nadler Financial Group
Illinois
$213K +$213K +2,106 New
LAM
949
LifePro Asset Management
California
$213K +$213K +2,107 New
TC
950
Tacita Capital
Ontario, Canada
$211K -$20.2K -200 -9%
36 37
38
39 40