VYM icon

Vanguard High Dividend Yield ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
1426
Paragon Private Wealth Management
Kentucky
$210K +$210K +1,737 New
MFG
1427
Midwest Financial Group
Kansas
$209K +$209K +1,729 New
WAG
1428
Wheelhouse Advisory Group
Missouri
$209K -$70.1K -579 -25%
SWM
1429
Sugarloaf Wealth Management
Georgia
$208K +$14.2K +117 +7%
PIA
1430
Perennial Investment Advisors
California
$207K +$207K +1,713 New
RWM
1431
RKL Wealth Management
Pennsylvania
$207K -$161K -1,333 -44%
HT
1432
Heritage Trust
Oklahoma
$207K +$207K +1,710 New
C1AG
1433
Client 1st Advisory Group
Florida
$206K +$206K +1,705 New
FSWA
1434
Financial Synergies Wealth Advisors
Texas
$206K
DF
1435
Dunhill Financial
United Kingdom
$205K +$121 +1 +0.1%
DWM
1436
Darwin Wealth Management
Florida
$205K +$205K +1,695 New
NFG
1437
Nadler Financial Group
Illinois
$205K +$205K +1,691 New
TC
1438
Tacita Capital
Ontario, Canada
$204K
PD
1439
Planning Directions
Pennsylvania
$204K +$204K +1,689 New
MPW
1440
MA Private Wealth
California
$204K +$204K +1,687 New
6F
1441
626 Financial
Michigan
$204K +$204K +1,686 New
MPCG
1442
Matrix Private Capital Group
New York
$204K +$204K +1,685 New
SA
1443
SpiderRock Advisors
Delaware
$204K +$204K +1,739 New
SCI
1444
Silver Coast Investments
United States
$203K +$203K +1,674 New
BFS
1445
Bradley Foster & Sargent
Connecticut
$202K +$202K +1,667 New
CCA
1446
Clearwater Capital Advisors
Illinois
$201K -$72.6K -600 -27%
EPWM
1447
Essex Private Wealth Management
Massachusetts
$200K +$200K +1,657 New
FIM
1448
Fernwood Investment Management
Massachusetts
$200K +$200K +1,654 New
CPG
1449
Custom Portfolio Group
Colorado
$200K
GBT
1450
Grove Bank & Trust
Florida
$198K