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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 %
LC
1051
LCNB Corp
Ohio
$394K – – –
WB
1052
WesBanco Bank
West Virginia
$394K -$22.8K -221 -5%
TVWM
1053
Tower View Wealth Management
Wisconsin
$393K +$12.2K +118 +3%
AWM
1054
Aspire Wealth Management
Massachusetts
$392K – – –
AFC
1055
AFT Forsyth & Company
Florida
$391K +$620 +6 +0.2%
PMFA
1056
Plante Moran Financial Advisors
Michigan
$391K -$131K -1,268 -25%
SPA
1057
Sentinel Pension Advisors
Massachusetts
$390K -$1.65K -16 -0.4%
PP
1058
Pegasus Partners
Wisconsin
$389K +$389K +3,766 New
IWM
1059
Integris Wealth Management
California
$389K – – –
SC
1060
SouthState Corp
Florida
$388K -$10.3K -100 -3%
JWCA
1061
J.W. Coons Advisors
Ohio
$387K +$21.2K +205 +6%
Empower Advisory Group
1062
Empower Advisory Group
Colorado
$387K +$12K +116 +3%
KOMWMG
1063
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$384K -$7.75K -75 -2%
MMHP
1064
Murphy Middleton Hinkle & Parker
Georgia
$380K +$1.14K +11 +0.3%
BAAM
1065
Baker Avenue Asset Management
California
$379K +$236K +2,283 +165%
WF
1066
WoodTrust Financial
Wisconsin
$379K – – –
SPWG
1067
Syntegra Private Wealth Group
Missouri
$378K +$22K +213 +6%
OPPS
1068
Obsidian Personal Planning Solutions
Maryland
$378K – – –
LRPA
1069
L. Roy Papp & Associates
Arizona
$377K -$24.8K -240 -6%
NLP
1070
Next Level Private
New York
$377K +$25.3K +248 +7%
RSWM
1071
Robertson Stephens Wealth Management
California
$376K +$376K +3,644 New
SWA
1072
Sax Wealth Advisors
New Jersey
$376K -$34.1K -330 -8%
CAMG
1073
CWA Asset Management Group
Florida
$376K -$29.6K -286 -7%
VWM
1074
Vigilare Wealth Management
Arizona
$374K -$2.38K -23 -0.6%
LFA
1075
LGT Financial Advisors
Texas
$374K +$517 +5 +0.1%
41 42
43
44 45