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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 %
PCH
1276
PGIM Custom Harvest
New Jersey
$210K -$86.7K -839 -29%
FFM
1277
Forum Financial Management
Illinois
$210K – – –
PPWM
1278
Paragon Private Wealth Management
Kentucky
$210K – – –
MAG
1279
MRA Advisory Group
New Jersey
$209K +$10.4K +101 +5%
IWP
1280
Icon Wealth Partners
Texas
$208K -$16.4K -159 -7%
LSPW
1281
Lake Street Private Wealth
Illinois
$208K +$12K +116 +6%
BO
1282
Bank OZK
Arkansas
$208K – – –
TF
1283
Trek Financial
Arizona
$207K – – –
MAS
1284
Madden Advisory Services
Florida
$206K +$206K +1,995 New
GD
1285
Grandfield & Dodd
New York
$206K – – –
HBW
1286
Hazlett, Burt & Watson
West Virginia
$206K – – –
JFGLC
1287
Johnson Financial Group LLC (Colorado)
Colorado
$205K +$205K +1,980 New
AWM
1288
Axxcess Wealth Management
California
$204K +$7.85K +76 +4%
TFM
1289
TFC Financial Management
Massachusetts
$203K – – –
MAM
1290
Mystic Asset Management
Rhode Island
$203K +$2.58K +25 +1%
NHC
1291
Nicholas Hoffman & Company
Georgia
$203K – – –
LA
1292
Latitude Advisors
Florida
$202K +$4.44K +43 +2%
SFP
1293
Sweet Financial Partners
Minnesota
$202K – – –
KL
1294
KilterHowling LLC
Colorado
$201K -$102K -988 -34%
PGAM
1295
Princeton Global Asset Management
New Jersey
$201K -$65.7K -636 -25%
GWM
1296
GDS Wealth Management
Texas
$200K +$200K +1,940 New
EA
1297
Evolution Advisers
Virginia
$197K – – –
HGERS
1298
Householder Group Estate & Retirement Specialist
Arizona
$196K +$196K +1,894 New
DF
1299
Dunhill Financial
United Kingdom
$195K +$28.9K +281 +17%
SIC
1300
Salem Investment Counselors
North Carolina
$192K -$20.3K -196 -10%
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52
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