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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,446 hedge funds and large institutions have $17.4B invested in Vanguard High Dividend Yield ETF in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 573 increasing their positions, 555 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,446
Holders Change
+16
Holders Change %
+1.12%
% of All Funds
22.81%
Holding in Top 10
166
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.14%
% of All Funds
2.62%
New
98
Increased
573
Reduced
555
Closed
70
Calls
$202M
Puts
$31.8M
Net Calls
+$170M
Net Calls Change
-$2.13M

Top Buyers

1
SLI
1
Sumitomo Life Insurance
Japan
$1.07B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$513M
3
Bank of America
3
Bank of America
North Carolina
$1.25B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$165M
5
ST
5
Sageworth Trust
Pennsylvania
$22.5M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$13.7M
2
Truist Financial
2
Truist Financial
North Carolina
$134M
3
CG
3
Colony Group
Massachusetts
$26.3M
4
SR
4
Swiss Re
Switzerland
$0
5
MCC
5
Money Concepts Capital
Florida
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
1201
CIBC Asset Management
Ontario, Canada
$275K – – –
EP
1202
Eudaimonia Partners
Tennessee
$275K -$151K -1,421 -35%
WA
1203
Wealth Architects
California
$275K -$7.96K -75 -3%
PGAM
1204
Princeton Global Asset Management
New Jersey
$274K -$74.2K -700 -21%
C1AG
1205
Client 1st Advisory Group
Florida
$273K +$273K +2,578 New
TAM
1206
Tucker Asset Management
Colorado
$272K +$106 +1 +0%
HCM
1207
Hollencrest Capital Management
California
$272K -$15.8K -149 -5%
OP
1208
ORG Partners
Indiana
$271K +$271K +2,555 New
NFG
1209
Nadler Financial Group
Illinois
$271K -$46.4K -437 -15%
ZIM
1210
Zacks Investment Management
Illinois
$270K +$1.8K +17 +0.7%
1W
1211
1776 Wealth
Georgia
$270K – – –
AMM
1212
American Money Management
California
$269K +$530 +5 +0.2%
GKWIM
1213
Gerber Kawasaki Wealth & Investment Management
California
$269K +$269K +2,534 New
SF
1214
Safeguard Financial
Wisconsin
$268K -$57.1K -538 -18%
GIA
1215
GHP Investment Advisors
Colorado
$268K -$5.24K -48 -2%
BI
1216
Berkeley Inc
Idaho
$265K +$60.3K +569 +30%
ACA
1217
Atlas Capital Advisors
Wyoming
$263K -$38.1K -359 -13%
BW
1218
Bison Wealth
Georgia
$261K +$261K +2,463 New
SOS
1219
Silver Oak Securities
Tennessee
$261K -$3.18K -30 -1%
B
1220
Bridgeworth
Alabama
$261K +$261K +2,460 New
CPG
1221
Cornerstone Planning Group
New Jersey
$261K +$261K +2,458 New
WW
1222
Waterfront Wealth
Kansas
$259K -$36.1K -328 -12%
BWA
1223
Beam Wealth Advisors
Louisiana
$259K +$2.23K +21 +0.9%
PWM
1224
PBMares Wealth Management
Virginia
$258K -$106 -1 -0%
MWM
1225
Merriman Wealth Management
Washington
$258K -$14K -132 -5%
47 48
49
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