VYM icon

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
$1.97B
2
PFO
Pathstone Family Office
New Jersey
$155M
3
FA
Fiducient Advisors
Illinois
$54.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$39.4M
5
LPL Financial
LPL Financial
California
$532M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.12B
2
Ameriprise
Ameriprise
Minnesota
$371M
3
AP
Arlington Partners
Alabama
$8.47M
4
Wells Fargo
Wells Fargo
California
$446M
5
FPCG
Forum Private Client Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPWM
1426
Jamison Private Wealth Management
Georgia
$4.23K +$4.23K +41 New
CIR
1427
Clear Investment Research
Georgia
$4.03K – – –
ACM
1428
Antonetti Capital Management
Florida
$3.2K +$3.1K +30 +3,000%
AA
1429
AlphaMark Advisors
Kentucky
$3K – – –
GWS
1430
Glassman Wealth Services
Virginia
$2.89K +$1.96K +19 +211%
IRAG
1431
Investment Research & Advisory Group
Georgia
$2.69K – – –
MRCM
1432
M&R Capital Management
New Jersey
$2.58K – – –
TCM
1433
Tradewinds Capital Management
Washington
$2.58K +$2.58K +25 New
CTB
1434
Country Trust Bank
Illinois
$1.76K +$1.76K +17 New
MFT
1435
Moisand Fitzgerald Tamayo
Florida
$1.24K +$1.24K +12 New
MIM
1436
Macroview Investment Management
Maryland
$1.14K +$1.14K +11 New
KFS
1437
Kelly Financial Services
Massachusetts
$1.04K – – –
PPWM
1438
PFG Private Wealth Management
Florida
$1.03K – – –
CA
1439
Centerpoint Advisors
Massachusetts
$1K -$30.9K -247 -97%
CWA
1440
Carolina Wealth Advisors
South Carolina
$929 +$929 +9 New
GCS
1441
Gordian Capital (Singapore)
Singapore
$516 – – –
V
1442
Veritable
Delaware
– -$150M -1,412,958 Closed
FPCG
1443
Forum Private Client Group
Indiana
– -$15.8M -148,562 Closed
BFS
1444
Bard Financial Services
Connecticut
– -$7.98M -75,200 Closed
SLF
1445
Sun Life Financial
Ontario, Canada
– -$5.9M -55,641 Closed
PP
1446
Prudential plc
United Kingdom
– -$5.05M -47,600 Closed
AWA
1447
ARQ Wealth Advisors
Arizona
– -$1.84M -17,326 Closed
AI
1448
AXS Investments
New York
– -$1.75M -16,500 Closed
NWM
1449
NEIRG Wealth Management
Massachusetts
– -$1.68M -15,848 Closed
TAIM
1450
TD Ameritrade Investment Management
Nebraska
– -$1.53M -14,469 Closed
56 57
58
59 60