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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 %
MIAS
976
Mason Investment Advisory Services
Virginia
$489K – – –
CWA
977
Clearview Wealth Advisors
Oregon
$488K -$53.2K -515 -10%
ZIG
978
Zuckerman Investment Group
Illinois
$487K +$84.8K +821 +21%
WA
979
Wealthstar Advisors
Texas
$486K -$7.54K -73 -2%
CSWM
980
Cassady Schiller Wealth Management
Ohio
$485K -$108K -1,050 -18%
JGIA
981
Jackson Grant Investment Advisers
Connecticut
$485K +$1.14K +11 +0.2%
EWM
982
Evercore Wealth Management
New York
$484K -$103 -1 -0%
ERWM
983
Elk River Wealth Management
Colorado
$482K – – –
MAG
984
Mayfair Advisory Group
Alabama
$482K +$721 +7 +0.1%
SBF
985
Sara-Bay Financial
Florida
$480K +$196K +1,900 +69%
TC
986
Telemus Capital
Michigan
$477K -$74.9K -725 -14%
FA
987
Fiduciary Alliance
South Carolina
$476K +$171K +1,656 +56%
FFA
988
Founders Financial Alliance
North Carolina
$475K -$30.8K -298 -6%
CW
989
Channel Wealth
California
$473K -$66.5K -644 -12%
JCM
990
Jacobi Capital Management
Pennsylvania
$472K -$109K -1,056 -19%
RWA
991
River Wealth Advisors
Pennsylvania
$471K -$40K -387 -8%
SA
992
Strategic Advocates
Utah
$469K +$469K +4,543 New
KLCM
993
KG&L Capital Management
Louisiana
$468K -$3.2K -31 -0.7%
JAG
994
Journey Advisory Group
Kentucky
$465K +$3.31K +32 +0.7%
CAL
995
Capital Advisors Ltd
Ohio
$465K – – –
SWA
996
SOA Wealth Advisors
New York
$465K -$89.6K -867 -16%
WPP
997
Whalerock Point Partners
Rhode Island
$465K +$4.75K +46 +1%
LW
998
Libra Wealth
California
$465K – – –
TWM
999
Tradition Wealth Management
Minnesota
$458K +$2.48K +24 +0.5%
MWM
1000
MBE Wealth Management
Wisconsin
$456K +$48.8K +472 +12%
38 39
40
41 42