VYM icon

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 %
TLA
1026
Tanglewood Legacy Advisors
Texas
$424K – – –
SWM
1027
SigFig Wealth Management
California
$423K +$60.2K +583 +17%
GTAM
1028
Global Trust Asset Management
Florida
$423K -$5.17K -50 -1%
SWRP
1029
Summit Wealth & Retirement Planning
California
$422K -$8.58K -83 -2%
MPW
1030
Monterey Private Wealth
California
$421K +$11.7K +113 +3%
HA
1031
HC Advisors
Georgia
$420K +$1.24K +12 +0.3%
TA
1032
TrueWealth Advisors
Alabama
$420K -$3.82K -37 -0.9%
ICG
1033
InterOcean Capital Group
Tennessee
$420K +$32.4K +314 +8%
MPW
1034
MGO Private Wealth
California
$417K +$55.9K +541 +15%
BLC
1035
Brown, Lisle/Cummings
Rhode Island
$417K -$10.3K -100 -2%
SDAM
1036
Shulman DeMeo Asset Management
New York
$416K -$1.65K -16 -0.4%
NIM
1037
Northeast Investment Management
Massachusetts
$414K – – –
CFMC
1038
Curbstone Financial Management Corp
New Hampshire
$413K -$25.8K -250 -6%
TCM
1039
Triumph Capital Management
Colorado
$409K -$5.06K -49 -1%
JFG
1040
Jefferies Financial Group
New York
$405K – – –
SWA
1041
Strategies Wealth Advisors
Michigan
$403K +$8.27K +80 +2%
AWA
1042
Authentikos Wealth Advisory
California
$403K -$19.1K -185 -5%
PCA
1043
Peddock Capital Advisors
Massachusetts
$400K -$8.06K -78 -2%
SFP
1044
Sandbox Financial Partners
Maryland
$400K +$723 +7 +0.2%
MWM
1045
Maltin Wealth Management
New Jersey
$399K +$2.27K +22 +0.6%
RFA
1046
Resurgent Financial Advisors
Georgia
$399K -$126K -1,220 -24%
SBIA
1047
Sheaff Brock Investment Advisors
Indiana
$398K -$7.13K -69 -2%
PWP
1048
Pursue Wealth Partners
California
$398K -$282K -2,727 -41%
CIBC World Market
1049
CIBC World Market
Ontario, Canada
$395K -$69.7K -675 -15%
WA
1050
Wambolt & Associates
Colorado
$395K -$87K -852 -18%
40 41
42
43 44