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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,124 hedge funds and large institutions have $11.7B invested in Vanguard High Dividend Yield ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 500 increasing their positions, 347 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
19.74%
Holding in Top 10
108
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.9%
New
71
Increased
500
Reduced
347
Closed
54
Calls
$107M
Puts
$58M
Net Calls
+$48.9M
Net Calls Change
-$17.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$195M
2
Bank of America
Bank of America
North Carolina
$817M
3
AIC
Ameritas Investment Company
Nebraska
$48.5M
4
MSA
Marino Stram & Associates
Massachusetts
$37.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$31.4M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$396M
2
SCA
Stuart Chaussee & Associates
California
$4.28M
3
WFS
Weitzel Financial Services
Iowa
$269K
4
WBG
Wharton Business Group
Pennsylvania
$0
5
EC
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
EPG Wealth Management
Georgia
$13.8M +$271K +2,618 +2%
JFA
127
Johanson Financial Advisors
California
$13.6M +$79.8K +772 +0.6%
EWM
128
Executive Wealth Management
Michigan
$13.6M -$107K -1,037 -0.8%
TCA
129
Transcend Capital Advisors
New Jersey
$13.6M +$1.27M +11,624 +10%
RWRC
130
R.W. Roge & Company
New York
$13.6M +$1.21M +11,256 +10%
OWA
131
Octavia Wealth Advisors
Ohio
$13.6M +$8.98M +86,836 +196%
RBC
132
Roble Belko & Company
Pennsylvania
$13.4M +$1.04M +10,055 +8%
LW
133
Linscomb Wealth
Texas
$13.4M -$210K -2,030 -2%
SW
134
SlateStone Wealth
Florida
$13.4M +$617K +5,971 +5%
AC
135
Annandale Capital
Texas
$13.1M -$105K -1,020 -0.8%
MA
136
Mutual Advisors
Nebraska
$12.9M +$783K +7,575 +6%
EFS
137
Essex Financial Services
Connecticut
$12.9M +$4.83M +46,710 +60%
VVP
138
Venture Visionary Partners
Ohio
$12.9M +$9.99M +96,700 +348%
BPA
139
Beacon Pointe Advisors
California
$12.9M +$1.93M +18,646 +18%
PCM
140
Piedmont Capital Management
Montana
$12.8M -$225K -2,117 -2%
FCI
141
Financial Counselors Inc
Kansas
$12.8M +$285K +2,753 +2%
CCT
142
Country Club Trust
Missouri
$12.7M -$411K -3,917 -3%
CWG
143
Cornerstone Wealth Group
North Carolina
$12.7M +$8.28M +80,079 +188%
EWMCB
144
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$12.7M +$36.8K +356 +0.3%
HL
145
HeadInvest LLC
Maine
$12.6M +$138K +1,335 +1%
MWC
146
MBM Wealth Consultants
Missouri
$12.2M +$460K +4,448 +4%
SEI Investments
147
SEI Investments
Pennsylvania
$12M +$1.31M +12,703 +12%
MIAN
148
Mariner Independent Advisor Network
Kansas
$11.8M +$900K +8,711 +8%
NC
149
NinePointTwo Capital
California
$11.8M – – –
SFO
150
Stokes Family Office
Louisiana
$11.8M +$827 +8 +0%
4 5
6
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