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 %
BTI
1176
Blue Trust Inc
Georgia
$290K +$6.05K +57 +2%
DB
1177
Dravo Bay
Delaware
$290K – – –
IFWM
1178
Institute for Wealth Management
Colorado
$289K -$123K -1,187 -30%
DI
1179
DAGCO Inc
Ohio
$289K -$8.87M -149,612 -97%
LA
1180
LVW Advisors
New York
$289K -$199K -1,928 -41%
MFC
1181
Morris Financial Concepts
South Carolina
$289K +$252K +2,437 +681%
MA
1182
MONECO Advisors
Connecticut
$288K -$35.1K -340 -11%
CB
1183
CNB Bank
Pennsylvania
$288K -$18.1K -175 -6%
WMA
1184
West Michigan Advisors
Michigan
$288K -$5.48K -53 -2%
CT
1185
Cambridge Trust
Massachusetts
$288K – – –
CIA
1186
Capital Investment Advisors
Georgia
$287K -$47.8K -463 -14%
TAM
1187
Townsend Asset Management
North Carolina
$285K -$5.89K -57 -2%
APW
1188
Aurora Private Wealth
New Jersey
$283K +$52.8K +512 +23%
HWMG
1189
Hurlow Wealth Management Group
Indiana
$280K – – –
BAM
1190
Berkshire Asset Management
Pennsylvania
$280K -$20.7K -200 -7%
VBWMG
1191
Von Berge Wealth Management Group
California
$280K +$930 +9 +0.3%
SCA
1192
Sandy Cove Advisors
Massachusetts
$279K +$103 +1 +0%
SFG
1193
SNS Financial Group
Minnesota
$279K +$1.14K +11 +0.4%
AT
1194
Arden Trust
Delaware
$279K – – –
AA
1195
AlphaCentric Advisors
Puerto Rico
$278K +$103K +997 +59%
QCM
1196
Quantinno Capital Management
New York
$278K – – –
ETS
1197
ESL Trust Services
New York
$278K – – –
AWS
1198
Aspen Wealth Strategies
Colorado
$278K -$16.6K -161 -6%
RF
1199
RHS Financial
California
$276K – – –
FCH
1200
Freestone Capital Holdings
Washington
$276K -$358K -3,466 -56%
46 47
48
49 50