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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 %
BAAM
1326
Baker Avenue Asset Management
California
$147K -$188K -1,776 -56%
CT
1327
Colonial Trust
South Carolina
$145K +$35.5K +335 +32%
GBT
1328
Grove Bank & Trust
Florida
$145K – – –
NCM
1329
Northwest Capital Management
Oregon
$144K +$144K +1,359 New
WAS
1330
Winch Advisory Services
Wisconsin
$141K +$21.8K +205 +18%
SHIM
1331
Stone House Investment Management
Pennsylvania
$138K -$133K -1,252 -49%
BCA
1332
Bray Capital Advisors
Florida
$137K +$636 +6 +0.5%
CCP
1333
Carmel Capital Partners
California
$130K +$39.8K +375 +44%
FCAG
1334
First Capital Advisors Group
New Jersey
$129K +$129K +1,221 New
GWSG
1335
GPS Wealth Strategies Group
Colorado
$123K – – –
SAI
1336
Systematic Alpha Investments
New Jersey
$122K – – –
ME
1337
McIlrath & Eck
Washington
$121K -$129K -1,220 -52%
CCM
1338
Chilton Capital Management
Texas
$120K +$4.88K +46 +4%
BWM
1339
BerganKDV Wealth Management
Minnesota
$118K -$47.9K -452 -29%
ANBT
1340
American National Bank & Trust
Texas
$118K +$81.8K +771 +227%
CWP
1341
Concord Wealth Partners
Virginia
$112K +$954 +9 +0.9%
WFA
1342
West Financial Advisors
Iowa
$110K – – –
SAS
1343
Stelac Advisory Services
New York
$104K – – –
BBPWM
1344
Blue Bell Private Wealth Management
Pennsylvania
$98.6K +$98.6K +930 New
TC
1345
Truvestments Capital
Florida
$98.3K +$742 +7 +0.8%
JFGIW
1346
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97.4K – – –
FCG
1347
Financial Connections Group
California
$97K -$5.08K -48 -5%
MSFP
1348
Mark Sheptoff Financial Planning
Connecticut
$96K – – –
MCM
1349
McMillion Capital Management
North Carolina
$92.7K +$92.7K +874 New
WOSD
1350
WFA of San Diego
California
$89.6K +$89.6K +845 New
52 53
54
55 56