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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,593 hedge funds and large institutions have $20.3B invested in Vanguard High Dividend Yield ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 563 increasing their positions, 641 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,593
Holders Change
+31
Holders Change %
+1.98%
% of All Funds
23.09%
Holding in Top 10
159
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.64%
% of All Funds
2.31%
New
128
Increased
563
Reduced
641
Closed
76
Calls
$218M
Puts
$55.1M
Net Calls
+$162M
Net Calls Change
+$53.2M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$192M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$251M
3
Wells Fargo
Wells Fargo
California
$557M
4
EWG
Executive Wealth Group
Washington
$34M
5
DI
DAGCO Inc
Ohio
$18.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.15B
2
MYLI
Meiji Yasuda Life Insurance
Japan
$166M
3
Stifel Financial
Stifel Financial
Missouri
$157M
4
AP
Arlington Partners
Alabama
$0
5
UBS Group
UBS Group
Switzerland
$376M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
1401
Tectonic Advisors
Texas
$222K +$363 +3 +0.2%
CFFP
1402
Center for Financial Planning
Michigan
$222K – – –
GP
1403
Greenline Partners
New York
$221K – – –
BCV
1404
Banque Cantonale Vaudoise
Switzerland
$221K +$221K +1,830 New
CMAI
1405
Capital Management Associates Inc
Minnesota
$221K – – –
EFG
1406
Ehrlich Financial Group
California
$220K -$37K -306 -14%
PCI
1407
Planning Center Inc
Illinois
$220K +$220K +1,820 New
SAM
1408
Seelaus Asset Management
New Jersey
$219K -$57.2K -473 -21%
MIM
1409
Macroview Investment Management
Maryland
$219K – – –
BAM
1410
BOS Asset Management
Illinois
$219K – – –
SL
1411
SWMG LLC
Texas
$216K +$216K +1,786 New
SGI
1412
Summit Global Investments
Utah
$216K +$216K +1,781 New
T
1413
Tidemark
California
$215K – – –
AWA
1414
Acorn Wealth Advisors
Michigan
$214K +$214K +1,771 New
AIFAIM
1415
American Institute for Advanced Investment Management
Arizona
$214K +$214K +1,770 New
BTWM
1416
Baker Tilly Wealth Management
Wisconsin
$214K -$152K -1,253 -41%
PTC
1417
Philadelphia Trust Company
Pennsylvania
$214K +$214K +1,765 New
FCMT
1418
Founders Capital Management (Texas)
Texas
$213K +$1.45K +12 +0.7%
ECA
1419
Elevated Capital Advisors
Utah
$212K +$212K +1,753 New
LA
1420
Latitude Advisors
Florida
$212K -$24.9K -206 -11%
HP
1421
Hyperion Partners
Pennsylvania
$212K +$212K +1,752 New
PFA
1422
Pure Financial Advisors
California
$212K -$19.7K -163 -9%
MGWA
1423
Monument Group Wealth Advisors
Massachusetts
$212K +$212K +1,750 New
BAM
1424
Bellevue Asset Management
Washington
$211K +$121 +1 +0.1%
AWG
1425
Altus Wealth Group
Colorado
$210K -$137K -1,129 -39%
55 56
57
58 59