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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,463 hedge funds and large institutions have $27.1B invested in Vanguard High Dividend Yield ETF in 2022 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 645 increasing their positions, 389 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+147
Holders Change %
+11.17%
% of All Funds
23.6%
Holding in Top 10
194
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+20.5%
% of All Funds
3.13%
New
232
Increased
645
Reduced
389
Closed
56
Calls
$194M
Puts
$34M
Net Calls
+$160M
Net Calls Change
+$46M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$8.86B
2
Bank of America
Bank of America
North Carolina
$1.72B
3
Morgan Stanley
Morgan Stanley
New York
$1.05B
4
Wells Fargo
Wells Fargo
California
$549M
5
Truist Financial
Truist Financial
North Carolina
$321M

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
$519M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$378M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.48M
4
AssetMark Inc
AssetMark Inc
California
$86.2M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDH
1001
Charles D. Hyman
$474K +$1.08K +10 +0.2%
ACM
1002
AUA Capital Management
Pennsylvania
$466K -$9.2K -85 -2%
TWM
1003
Tradition Wealth Management
Minnesota
$465K +$3.46K +32 +0.8%
WA
1004
Waddell & Associates
Tennessee
$462K – – –
SDAM
1005
Shulman DeMeo Asset Management
New York
$462K -$2.49K -23 -0.5%
CAL
1006
Capital Advisors Ltd
Ohio
$462K – – –
SCA
1007
Sage Capital Advisors
South Dakota
$462K +$433 +4 +0.1%
CB
1008
CNB Bank
Pennsylvania
$460K -$360K -3,324 -44%
WB
1009
WesBanco Bank
West Virginia
$459K +$195K +1,798 +74%
COCM
1010
Charter Oak Capital Management
New Hampshire
$458K +$96.8K +895 +27%
MSS
1011
Mitchell Sinkler & Starr
Pennsylvania
$457K -$21.6K -200 -5%
MGIA
1012
Matthew Goff Investment Advisor
Texas
$454K – – –
MMPW
1013
Mitchell McLeod Pugh & Williams
Alabama
$453K +$135K +1,250 +43%
OSNBOA
1014
Old Second National Bank of Aurora
Illinois
$452K – – –
HCM
1015
Highlander Capital Management
New Jersey
$450K – – –
EP
1016
Eudaimonia Partners
Tennessee
$450K -$15.1K -140 -3%
KL
1017
KilterHowling LLC
Colorado
$449K -$433 -4 -0.1%
SAMT
1018
Select Asset Management & Trust
Pennsylvania
$447K -$5.2K -48 -1%
CIC
1019
Cutler Investment Counsel
Oregon
$447K – – –
FC
1020
Fusion Capital
South Carolina
$445K +$3.03K +28 +0.7%
TA
1021
TrueWealth Advisors
Alabama
$444K -$541 -5 -0.1%
SWM
1022
SFG Wealth Management
Maryland
$444K -$32.5K -300 -7%
TLA
1023
Tanglewood Legacy Advisors
Texas
$444K +$444K +4,100 New
AWM
1024
Axxcess Wealth Management
California
$443K -$473K -4,370 -52%
SWRP
1025
Summit Wealth & Retirement Planning
California
$442K +$442K +4,086 New
39 40
41
42 43