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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,575 hedge funds and large institutions have $19.6B invested in Vanguard High Dividend Yield ETF in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 619 increasing their positions, 581 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,575
Holders Change
-18
Holders Change %
-1.13%
% of All Funds
22.91%
Holding in Top 10
147
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-7.55%
% of All Funds
2.14%
New
97
Increased
619
Reduced
581
Closed
87
Calls
$208M
Puts
$18M
Net Calls
+$190M
Net Calls Change
+$27.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$119M
2
HighTower Advisors
HighTower Advisors
Illinois
$119M
3
LPL Financial
LPL Financial
California
$620M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$146M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$40.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M
2
WFM
Wolff Financial Management
Michigan
$0
3
UBS Group
UBS Group
Switzerland
$345M
4
HFA
Highland Financial Advisors
New Jersey
$11.7M
5
EWM
EPG Wealth Management
Georgia
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
126
First Manhattan
New York
$22.2M – – –
FPIS
127
Financial Planning & Information Services
Wisconsin
$21.9M -$2.66M -22,391 -11%
BWM
128
Buska Wealth Management
Wisconsin
$21.9M +$574K +4,844 +3%
Comerica Bank
129
Comerica Bank
Texas
$21.7M -$1.77M -14,947 -8%
PWP
130
Perfromance Wealth Partners
Illinois
$21.7M -$11.2M -94,714 -34%
OHWA
131
Oak Hill Wealth Advisors
Virginia
$21.6M +$21.6M +182,295 New
OHIS
132
Oak Harvest Investment Services
Texas
$21.5M -$506K -4,266 -2%
IWC
133
Integrated Wealth Concepts
Massachusetts
$21.4M -$4.68M -39,427 -18%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$21.3M +$3.61M +30,475 +20%
FHB
135
First Hawaiian Bank
Hawaii
$20.5M -$335K -2,822 -2%
EFS
136
Essex Financial Services
Connecticut
$20.2M +$2.29M +19,025 +13%
SL
137
Salomon & Ludwin
Virginia
$20.1M -$6.43M -54,236 -24%
VA
138
Valmark Advisers
Ohio
$20M +$4.27M +35,964 +27%
CTC
139
Central Trust Company
Missouri
$20M -$143K -1,202 -0.7%
PCM
140
Piedmont Capital Management
Montana
$19.9M – – –
MCC
141
Money Concepts Capital
Florida
$19.9M +$3.77M +31,782 +23%
AW
142
Avion Wealth
Texas
$19.6M -$260K -2,190 -1%
FPCG
143
Forum Private Client Group
Indiana
$19.5M -$68.6K -578 -0.3%
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$19.5M +$616K +5,192 +3%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$19.3M +$6.86M +57,880 +55%
CB
146
Commerce Bank
Missouri
$19.1M -$1.3M -11,002 -6%
KMWM
147
Keudell/Morrison Wealth Management
Oregon
$19M +$81.5K +687 +0.4%
IAN
148
Integrated Advisors Network
Texas
$18.8M +$3.9M +32,850 +26%
MA
149
Mutual Advisors
Nebraska
$18.6M -$6.54K -53 -0%
DI
150
DAGCO Inc
Ohio
$18.5M +$155K +1,310 +0.8%
4 5
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