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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 %
ACM
926
Advance Capital Management
Michigan
$557K +$45.1K +436 +9%
VWA
927
Visionary Wealth Advisors
Illinois
$556K +$3K +29 +0.5%
LJAC
928
L.J. Altfest & Co
New York
$552K -$9.3K -90 -2%
GM
929
GeoWealth Management
Illinois
$552K +$94.3K +913 +21%
NP
930
Nilsine Partners
Colorado
$552K +$14.5K +140 +3%
CWM
931
Centurion Wealth Management
Virginia
$550K -$5.37K -52 -1%
KDA
932
Kraft Davis & Associates
Missouri
$550K -$35.6K -352 -6%
MFGP
933
Marshall Financial Group (Pennsylvania)
Pennsylvania
$545K +$36.2K +350 +7%
VCM
934
Versant Capital Management
Arizona
$543K – – –
AL
935
ADE LLC
Maryland
$543K – – –
RWA
936
Redhawk Wealth Advisors
Minnesota
$542K -$40.8K -395 -7%
ACM
937
Alamar Capital Management
California
$541K -$14.5K -140 -3%
TWC
938
TD Waterhouse Canada
Ontario, Canada
$537K – – –
HCC
939
Hirtle Callaghan & Co
Pennsylvania
$535K – – –
CF
940
Copperwynd Financial
Arizona
$534K +$33.6K +325 +7%
CFS
941
Cannon Financial Strategists
Georgia
$533K -$512K -4,951 -49%
MWM
942
Marion Wealth Management
Pennsylvania
$531K +$531K +5,141 New
LNB
943
Ledyard National Bank
$528K -$144K -1,398 -21%
SCA
944
Sage Capital Advisors
South Dakota
$527K +$15.1K +146 +3%
CWM
945
Castle Wealth Management
Florida
$527K +$319K +3,084 +153%
EC
946
Estate Counselors
Wisconsin
$526K +$526K +5,090 New
RIS
947
Retirement Income Solutions
Michigan
$525K – – –
JHCP
948
Jackson Hole Capital Partners
Oklahoma
$522K – – –
BRG
949
Bay Rivers Group
Virginia
$520K +$1.03K +10 +0.2%
FWIA
950
Fort Washington Investment Advisors
Ohio
$518K – – –
36 37
38
39 40