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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 %
DWM
1201
Destination Wealth Management
California
$274K +$57.5K +557 +27%
FNWM
1202
Financial Network Wealth Management
Utah
$273K +$273K +2,677 New
GFPC
1203
Global Financial Private Client
Florida
$272K – – –
PCMF
1204
Private Capital Management (Florida)
Florida
$270K +$270K +2,610 New
AP
1205
Appleton Partners
Massachusetts
$269K -$20.1K -195 -7%
FWSM
1206
First Wilshire Securities Management
California
$269K – – –
CIBC Asset Management
1207
CIBC Asset Management
Ontario, Canada
$268K – – –
KCM
1208
Kanawha Capital Management
Virginia
$266K -$20.7K -200 -7%
WC
1209
Waterloo Capital
Texas
$264K +$264K +2,554 New
UAS
1210
United Asset Strategies
New York
$263K -$7.75K -75 -3%
AMM
1211
American Money Management
California
$263K +$413 +4 +0.2%
1W
1212
1776 Wealth
Georgia
$263K – – –
WA
1213
Wealth Architects
California
$261K -$6.82K -66 -3%
MWM
1214
Merriman Wealth Management
Washington
$257K +$5.68K +55 +2%
HT
1215
Headlands Technologies
Illinois
$255K +$253K +2,445 +12,868%
BWA
1216
Beam Wealth Advisors
Louisiana
$254K +$1.86K +18 +0.7%
QCG
1217
Quadrant Capital Group
Ohio
$254K +$11.1K +107 +5%
BBA
1218
BLB&B Advisors
Pennsylvania
$253K +$253K +2,449 New
SF
1219
Safeguard Financial
Wisconsin
$253K -$8.58K -83 -3%
PWM
1220
PBMares Wealth Management
Virginia
$252K +$207 +2 +0.1%
TWP
1221
Total Wealth Planning
Ohio
$251K – – –
HP
1222
Hikari Power
Japan
$251K – – –
ACP
1223
Aviance Capital Partners
Florida
$250K – – –
AA
1224
Apriem Advisors
California
$248K +$207 +2 +0.1%
HCM
1225
Hollencrest Capital Management
California
$248K -$16.5K -160 -6%
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