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 %
C
1451
CEDRUS
Colorado
– -$1.34M -12,636 Closed
BCM
1452
BlueCrest Capital Management
Jersey
– -$1.25M -11,757 Closed
MWP
1453
Meridian Wealth Partners
Pennsylvania
– -$1.04M -9,781 Closed
PA
1454
Prossimo Advisors
California
– -$1.01M -9,546 Closed
HVM
1455
Harvest Volatility Management
Connecticut
– -$927K -8,738 Closed
MSS
1456
Mitchell Sinkler & Starr
Pennsylvania
– -$736K -6,935 Closed
MIH
1457
Meitav Investment House
Israel
– -$638K -6,064 Closed
EFG
1458
Everhart Financial Group
Ohio
– -$490K -5,634 Closed
HS
1459
Horan Securities
United States
– -$522K -4,922 Closed
HPM
1460
Hoxton Planning & Management
West Virginia
– -$498K -4,691 Closed
TI
1461
Trexquant Investment
Connecticut
– -$488K -4,604 Closed
Two Sigma Investments
1462
Two Sigma Investments
New York
– -$420K -3,962 Closed
IP
1463
Ignite Planners
California
– -$409K -3,899 Closed
CIAS
1464
CFS Investment Advisory Services
New Jersey
– -$412K -3,882 Closed
CAM
1465
Clark Asset Management
New Hampshire
– -$409K -3,855 Closed
SWG
1466
Summit Wealth Group
Vermont
– -$396K -3,737 Closed
TA
1467
TFB Advisors
Kansas
– -$390K -3,673 Closed
AAS
1468
Annex Advisory Services
Wisconsin
– -$383K -3,609 Closed
RWM
1469
Revisor Wealth Management
Ohio
– -$378K -3,560 Closed
PA
1470
Probity Advisors
Texas
– -$350K -3,300 Closed
MCM
1471
Magnolia Capital Management
New York
– -$313K -2,950 Closed
ACIM
1472
Azimuth Capital Investment Management
Michigan
– -$297K -2,798 Closed
WHG
1473
Westwood Holdings Group
Texas
– -$287K -2,703 Closed
SI
1474
Saxon Interests
Texas
– -$286K -2,694 Closed
AT
1475
American Trust
Kentucky
– -$283K -2,668 Closed
57 58
59
60 61