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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 %
CA
1576
Centerpoint Advisors
Massachusetts
$1K – – –
PWMG
1577
Private Wealth Management Group
New Jersey
$603 +$603 +5 New
GCS
1578
Gordian Capital (Singapore)
Singapore
$593 – – –
NC
1579
NewSquare Capital
Pennsylvania
$48 -$48 – –
CSIA
1580
Charles Schwab Investment Advisory
California
– -$98.8M -816,936 Closed
WFM
1581
Wolff Financial Management
Michigan
– -$24.6M -203,527 Closed
LNC
1582
Lincoln National Corp
Pennsylvania
– -$17.1M -141,271 Closed
EWM
1583
Executive Wealth Management
Michigan
– -$16.3M -135,485 Closed
PS
1584
Portfolio Strategies
New York
– -$14.3M -118,058 Closed
KCG
1585
Kinsale Capital Group
Virginia
– -$11M -90,560 Closed
GAM
1586
Grandview Asset Management
Pennsylvania
– -$9.75M -80,608 Closed
OFS
1587
OneAscent Financial Services
Alabama
– -$8.67M -71,637 Closed
SFMG
1588
Sage Financial Management Group
Virginia
– -$7.66M -63,335 Closed
TFG
1589
Tilson Financial Group
New Jersey
– -$7.08M -58,543 Closed
CCA
1590
Childress Capital Advisors
Texas
– -$5.37M -44,358 Closed
GAA
1591
Global Assets Advisory
Florida
– -$340K -40,980 Closed
APCM
1592
Alaska Permanent Capital Management
Alaska
– -$4.59M -37,885 Closed
CA
1593
CoreCap Advisors
Michigan
– -$4.47M -36,969 Closed
PWM
1594
Perigon Wealth Management
California
– -$3.08M -25,420 Closed
GB
1595
Gunma Bank
Japan
– -$2.42M -20,000 Closed
PPP
1596
Private Portfolio Partners
New Jersey
– -$2.14M -17,668 Closed
NSB
1597
Norway Savings Bank
Maine
– -$2.06M -17,067 Closed
KFGK
1598
Keystone Financial Group (Kentucky)
Kentucky
– -$2.06M -17,053 Closed
CBFP
1599
Cedar Brook Financial Partners
Ohio
– -$1.98M -16,359 Closed
NL
1600
NWAM LLC
Washington
– -$1.78M -14,817 Closed
62 63
64
65 66