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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 %
FWI
1301
Facet Wealth Inc
Maryland
$202K -$29.9K -274 -13%
SHWM
1302
Smith & Howard Wealth Management
Georgia
$202K – – –
EA
1303
Evolution Advisers
Virginia
$202K – – –
CMS
1304
Capital Market Strategies
Florida
$202K +$202K +1,903 New
AWM
1305
Axxcess Wealth Management
California
$202K -$22.1K -208 -10%
LSPW
1306
Lake Street Private Wealth
Illinois
$200K -$11.2K -106 -5%
AC
1307
Avant Capital
Louisiana
$200K +$200K +1,886 New
TF
1308
TimeScale Financial
Massachusetts
$197K -$15.5K -146 -7%
CFFP
1309
Center for Financial Planning
Michigan
$194K +$59.8K +564 +45%
WP
1310
WealthPLAN Partners
Nebraska
$194K -$36.8K -347 -16%
TPCW
1311
TD Private Client Wealth
New York
$185K – – –
FCMT
1312
Founders Capital Management (Texas)
Texas
$184K +$2.55K +24 +1%
FSWA
1313
Financial Synergies Wealth Advisors
Texas
$180K – – –
AA
1314
AlphaCentric Advisors
Puerto Rico
$180K +$180K +1,697 New
TC
1315
Tacita Capital
Ontario, Canada
$179K – – –
VWM
1316
Venturi Wealth Management
Texas
$179K – – –
DF
1317
Dunhill Financial
United Kingdom
$171K +$171K +1,610 New
PA
1318
PSI Advisors
Florida
$171K +$106 +1 +0.1%
KSWA
1319
Kathleen S. Wright Associates
Pennsylvania
$169K +$3.39K +32 +2%
SWM
1320
Sugarloaf Wealth Management
Georgia
$164K +$8.59K +81 +6%
PB
1321
Pinnacle Bancorp
Nebraska
$163K -$38K -358 -19%
PO
1322
Private Ocean
California
$158K -$3.08K -29 -2%
BCMLT
1323
Beacon Capital Management LLC (Tennessee)
Tennessee
$150K +$530 +5 +0.4%
SWA
1324
Sutton Wealth Advisors
Florida
$149K -$58.1K -548 -28%
CHC
1325
City Holding Co
West Virginia
$148K +$143K +1,347 +2,542%
51 52
53
54 55