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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,575 hedge funds and large institutions have $19.6B invested in Vanguard High Dividend Yield ETF in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 619 increasing their positions, 581 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,575
Holders Change
-18
Holders Change %
-1.13%
% of All Funds
22.91%
Holding in Top 10
147
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-7.55%
% of All Funds
2.14%
New
97
Increased
619
Reduced
581
Closed
87
Calls
$208M
Puts
$18M
Net Calls
+$190M
Net Calls Change
+$27.9M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$119M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$119M
3
LPL Financial
3
LPL Financial
California
$620M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$146M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$40.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$269M
2
WFM
2
Wolff Financial Management
Michigan
$0
3
UBS Group
3
UBS Group
Switzerland
$345M
4
HFA
4
Highland Financial Advisors
New Jersey
$11.7M
5
EWM
5
EPG Wealth Management
Georgia
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
101
Washington Trust
Rhode Island
$26.3M -$1.71M -14,408 -6%
RFC
102
Regions Financial Corp
Alabama
$26.2M -$305K -2,569 -1%
SEI Investments
103
SEI Investments
Pennsylvania
$25.9M -$39K -329 -0.2%
VVP
104
Venture Visionary Partners
Ohio
$25.7M +$42.5K +358 +0.2%
USAA
105
United Services Automobile Association
Texas
$25.6M -$336K -2,831 -1%
DC
106
Davenport & Co
Virginia
$25.2M +$1.83M +15,400 +8%
DC
107
DeDora Capital
California
$25.1M +$124K +1,047 +0.5%
BCP
108
Berkeley Capital Partners
Georgia
$24.8M -$269K -2,264 -1%
MF
109
Montis Financial
Massachusetts
$24.4M -$149K -1,257 -0.6%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$24.3M +$1.44M +12,107 +6%
PCWA
111
Pacific Capital Wealth Advisors
California
$24.2M +$5.98M +50,461 +33%
GA
112
GSG Advisors
New Jersey
$24.2M -$1.58M -13,324 -6%
FNBT
113
FineMark National Bank & Trust
Florida
$24M -$817K -6,889 -3%
FWM
114
Focused Wealth Management
New York
$24M +$210K +1,770 +0.9%
SFBLI
115
Southern Farm Bureau Life Insurance
Mississippi
$23.7M – – –
AGA
116
Arkos Global Advisors
Texas
$23.7M -$542K -4,568 -2%
NEAM
117
New England Asset Management
Connecticut
$23.6M -$486K -4,100 -2%
RBC
118
Roble Belko & Company
Pennsylvania
$23.5M +$29.8K +251 +0.1%
AWM
119
AE Wealth Management
Kansas
$23.3M +$2.09M +17,612 +10%
Lido Advisors
120
Lido Advisors
California
$23.3M -$1.02M -8,605 -4%
ONB
121
Old National Bancorp
Indiana
$22.7M -$173K -1,460 -0.8%
IA
122
IFG Advisory
Georgia
$22.6M -$130K -1,100 -0.6%
IFAM
123
Institutional & Family Asset Management
Colorado
$22.6M -$529K -4,461 -2%
Wellington Management Group
124
Wellington Management Group
Massachusetts
$22.3M +$2.46M +20,736 +12%
TC
125
TownSquare Capital
Utah
$22.3M +$877K +7,391 +4%
3 4
5
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