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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,593 hedge funds and large institutions have $20.3B invested in Vanguard High Dividend Yield ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 563 increasing their positions, 641 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,593
Holders Change
+31
Holders Change %
+1.98%
% of All Funds
23.1%
Holding in Top 10
159
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.64%
% of All Funds
2.31%
New
128
Increased
563
Reduced
641
Closed
76
Calls
$218M
Puts
$55.1M
Net Calls
+$162M
Net Calls Change
+$53.2M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$192M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$251M
3
Wells Fargo
3
Wells Fargo
California
$557M
4
EWG
4
Executive Wealth Group
Washington
$34M
5
DI
5
DAGCO Inc
Ohio
$18.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.15B
2
MYLI
2
Meiji Yasuda Life Insurance
Japan
$166M
3
Stifel Financial
3
Stifel Financial
Missouri
$157M
4
AP
4
Arlington Partners
Alabama
$0
5
UBS Group
5
UBS Group
Switzerland
$376M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1601
Ally Financial
Michigan
– -$15.6M -140,000 Closed
CCWA
1602
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$5.81M -52,087 Closed
CWP
1603
Curated Wealth Partners
California
– -$4.2M -37,634 Closed
SAG
1604
SageView Advisory Group
California
– -$3.49M -30,699 Closed
WCM
1605
Windham Capital Management
Massachusetts
– -$2.67M -23,900 Closed
GBWM
1606
Granite Bay Wealth Management
New Hampshire
– -$2.4M -23,001 Closed
OIM
1607
Opus Investment Management
Massachusetts
– -$2.29M -20,550 Closed
MWM
1608
Meridian Wealth Management
Kentucky
– -$2.29M -20,546 Closed
AFAS
1609
Acorn Financial Advisory Services
Virginia
– -$1.79M -16,015 Closed
BOSSRA
1610
B.O.S.S. Retirement Advisors
Utah
– -$1.31M -11,714 Closed
CW
1611
CIC Wealth
Maryland
– -$1.13M -10,136 Closed
SIA
1612
Strategic Investment Advisors
Michigan
– -$1.07M -9,561 Closed
3IP
1613
3Chopt Investment Partners
Virginia
– -$1.06M -9,505 Closed
FNBOO
1614
First National Bank of Omaha
Nebraska
– -$814K -7,294 Closed
AFG
1615
AFS Financial Group
Maryland
– -$642K -5,750 Closed
VCM
1616
Versant Capital Management
Arizona
– -$585K -5,245 Closed
CST
1617
Charles Schwab Trust
Nevada
– -$570K -5,104 Closed
CW
1618
Connectus Wealth
Ohio
– -$556K -4,980 Closed
WWM
1619
Waterway Wealth Management
Texas
– -$546K -4,893 Closed
ERWM
1620
Elk River Wealth Management
Colorado
– -$521K -4,669 Closed
FFA
1621
Florida Financial Advisors
Florida
– -$483K -4,324 Closed
WF
1622
WoodTrust Financial
Wisconsin
– -$463K -4,149 Closed
BAAM
1623
Baker Avenue Asset Management
California
– -$410K -3,671 Closed
RCM
1624
Richardson Capital Management
Wisconsin
– -$404K -3,622 Closed
HHGA
1625
Halbert Hargrove Global Advisors
California
– -$401K -3,590 Closed
63 64
65
66 67