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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
22.92%
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
1
Sumitomo Life Insurance
Japan
$1.97B
2
PFO
2
Pathstone Family Office
New Jersey
$155M
3
FA
3
Fiducient Advisors
Illinois
$54.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$39.4M
5
LPL Financial
5
LPL Financial
California
$532M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.12B
2
Ameriprise
2
Ameriprise
Minnesota
$371M
3
AP
3
Arlington Partners
Alabama
$8.47M
4
Wells Fargo
4
Wells Fargo
California
$446M
5
FPCG
5
Forum Private Client Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
126
Holt Capital Partners
Texas
$20.3M -$266K -2,575 -1%
FPIS
127
Financial Planning & Information Services
Wisconsin
$20.2M +$396K +3,837 +2%
First Manhattan
128
First Manhattan
New York
$20M -$2.3M -22,229 -10%
ST
129
Sageworth Trust
Pennsylvania
$19.9M -$1.99M -19,270 -9%
NA
130
NewEdge Advisors
Louisiana
$19.8M +$872K +8,439 +5%
FHB
131
First Hawaiian Bank
Hawaii
$19.8M -$56.4K -546 -0.3%
BCP
132
Berkeley Capital Partners
Georgia
$19.7M +$3.18M +30,790 +19%
CTC
133
Central Trust Company
Missouri
$19.5M -$2.27M -21,979 -10%
Deutsche Bank
134
Deutsche Bank
Germany
$19.5M -$1.91M -18,450 -9%
ZF
135
Zhang Financial
Michigan
$19.4M +$1.71M +16,530 +10%
IA
136
IFG Advisory
Georgia
$18.9M +$355K +3,434 +2%
MA
137
Mutual Advisors
Nebraska
$18.7M -$117K -1,132 -0.6%
Comerica Bank
138
Comerica Bank
Texas
$18.4M +$18.4M +177,951 New
DC
139
Davenport & Co
Virginia
$18.2M +$1.92M +18,564 +12%
OHIS
140
Oak Harvest Investment Services
Texas
$18.1M +$987K +9,554 +6%
OHWA
141
Oak Hill Wealth Advisors
Virginia
$17.9M +$469K +4,541 +3%
KMWM
142
Keudell/Morrison Wealth Management
Oregon
$17.8M -$343K -3,319 -2%
PCM
143
Piedmont Capital Management
Montana
$17.5M -$288K -2,784 -2%
CB
144
Commerce Bank
Missouri
$17.5M -$546K -5,280 -3%
NFG
145
Nations Financial Group
Iowa
$17.3M -$740K -7,164 -4%
PA
146
Procyon Advisors
Connecticut
$17.2M +$925K +8,948 +6%
Brown Advisory
147
Brown Advisory
Maryland
$17.1M -$5.23M -50,609 -23%
BEAM
148
Baker Ellis Asset Management
Washington
$16.8M -$182K -1,763 -1%
AW
149
Avion Wealth
Texas
$16.8M +$356K +3,441 +2%
PCWA
150
Pacific Capital Wealth Advisors
California
$16.7M -$1.73M -16,739 -9%
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