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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,430 hedge funds and large institutions have $16.8B invested in Vanguard High Dividend Yield ETF in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 598 increasing their positions, 493 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
-33
Holders Change %
-2.26%
% of All Funds
22.89%
Holding in Top 10
175
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-9.79%
% of All Funds
2.8%
New
100
Increased
598
Reduced
493
Closed
87
Calls
$190M
Puts
$17.9M
Net Calls
+$172M
Net Calls Change
+$12.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$339M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$29M
3
BB
Bell Bank
North Dakota
+$24.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$21.1M
5
LPL Financial
LPL Financial
California
+$20.2M

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
-$519M
2
Bank of America
Bank of America
North Carolina
-$459M
3
Truist Financial
Truist Financial
North Carolina
-$60.5M
4
FMLI
Fukoku Mutual Life Insurance
Japan
-$36.3M
5
Jane Street
Jane Street
New York
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
1301
Pinnacle Bancorp
Nebraska
$200K – – –
TPCW
1302
TD Private Client Wealth
New York
$184K – – –
FCMT
1303
Founders Capital Management (Texas)
Texas
$181K +$422 +4 +0.2%
FSWA
1304
Financial Synergies Wealth Advisors
Texas
$179K – – –
TC
1305
Tacita Capital
Ontario, Canada
$178K – – –
VWM
1306
Venturi Wealth Management
Texas
$178K +$178K +1,685 New
PA
1307
PSI Advisors
Florida
$170K +$8.44K +80 +5%
BWM
1308
BerganKDV Wealth Management
Minnesota
$165K -$29.1K -276 -15%
KSWA
1309
Kathleen S. Wright Associates
Pennsylvania
$164K +$633 +6 +0.4%
PO
1310
Private Ocean
California
$160K +$82K +777 +105%
SWM
1311
Sugarloaf Wealth Management
Georgia
$154K +$4.12K +39 +3%
TCPG
1312
Trivant Custom Portfolio Group
California
$152K +$152K +1,440 New
BCMLT
1313
Beacon Capital Management LLC (Tennessee)
Tennessee
$149K -$8.65K -82 -5%
GBT
1314
Grove Bank & Trust
Florida
$144K – – –
MWM
1315
Mascoma Wealth Management
New Hampshire
$143K – – –
BCA
1316
Bray Capital Advisors
Florida
$136K +$5.59K +53 +4%
CFFP
1317
Center for Financial Planning
Michigan
$134K – – –
RMC
1318
Resources Management Corp
Connecticut
$126K +$93.6K +877 +288%
GWSG
1319
GPS Wealth Strategies Group
Colorado
$122K +$122K +1,159 New
SAI
1320
Systematic Alpha Investments
New Jersey
$121K +$121K +1,150 New
RWM
1321
Ruedi Wealth Management
Illinois
$120K +$120K +1,135 New
WAS
1322
Winch Advisory Services
Wisconsin
$118K +$736 +7 +0.6%
CCM
1323
Chilton Capital Management
Texas
$115K +$115K +1,087 New
CWP
1324
Concord Wealth Partners
Virginia
$111K +$6.01K +57 +6%
WFA
1325
West Financial Advisors
Iowa
$109K – – –
51 52
53
54 55