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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 %
Daiwa Securities Group
951
Daiwa Securities Group
Japan
$517K -$31.5K -305 -6%
BP
952
Ballentine Partners
Massachusetts
$516K -$32.3K -313 -6%
LPT
953
Legacy Private Trust
Wisconsin
$516K -$30.2K -292 -6%
WSFS
954
Wilmington Savings Fund Society
Delaware
$515K +$27.8K +269 +6%
CAM
955
Covenant Asset Management
New Jersey
$514K – – –
COCM
956
Charter Oak Capital Management
New Hampshire
$510K +$47K +455 +10%
FSA
957
Fort Sheridan Advisors
Illinois
$509K – – –
OFS
958
OneAscent Financial Services
Alabama
$508K +$508K +4,912 New
MCM
959
MV Capital Management
Maryland
$508K – – –
GP
960
Girard Partners
Pennsylvania
$506K +$4.96K +48 +1%
VHAM
961
Van Hulzen Asset Management
California
$506K -$1.14K -11 -0.2%
IBOK
962
Independence Bank of Kentucky
Kentucky
$506K – – –
SW
963
Simplicity Wealth
New Jersey
$504K +$504K +4,879 New
YIA
964
YHB Investment Advisors
Connecticut
$503K – – –
CWA
965
CM Wealth Advisors
Ohio
$502K +$502K +4,805 New
MM
966
Meridian Management
Arkansas
$502K – – –
BFO
967
Boston Family Office
Massachusetts
$499K – – –
EIA
968
Eldridge Investment Advisors
New Hampshire
$498K +$94.9K +919 +24%
GLR
969
Great Lakes Retirement
Ohio
$498K – – –
TB
970
Treynor Bancshares
Iowa
$497K +$2.89K +28 +0.6%
SSI
971
Scott & Selber Inc
Texas
$496K +$2.07K +20 +0.4%
Renaissance Technologies
972
Renaissance Technologies
New York
$496K +$496K +4,800 New
ATPW
973
Ashton Thomas Private Wealth
Arizona
$495K -$55.5K -537 -10%
EC
974
EdgeRock Capital
Colorado
$494K -$3.75M -36,308 -88%
SWM
975
SeaCrest Wealth Management
New York
$492K -$48.5K -469 -9%
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