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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 %
SIA
1626
Soltis Investment Advisors
Utah
– -$338K -2,793 Closed
MWM
1627
Marion Wealth Management
Pennsylvania
– -$311K -2,570 Closed
BBA
1628
BLB&B Advisors
Pennsylvania
– -$288K -2,377 Closed
B
1629
Bellecapital
Switzerland
– -$287K -2,375 Closed
UAS
1630
United Asset Strategies
New York
– -$282K -2,335 Closed
PCH
1631
PGIM Custom Harvest
New Jersey
– -$268K -2,219 Closed
VPIM
1632
Vanguard Personalized Indexing Management
California
– -$260K -2,148 Closed
AA
1633
AJ Advisors
Tennessee
– -$250K -2,070 Closed
BI
1634
Berkeley Inc
Idaho
– -$249K -2,061 Closed
WA
1635
Wambolt & Associates
Colorado
– -$233K -1,936 Closed
CMAI
1636
Capital Management Associates Inc
Minnesota
– -$221K -1,825 Closed
SAM
1637
Seelaus Asset Management
New Jersey
– -$219K -1,812 Closed
BAM
1638
BOS Asset Management
Illinois
– -$219K -1,810 Closed
SGI
1639
Summit Global Investments
Utah
– -$216K -1,781 Closed
BTWM
1640
Baker Tilly Wealth Management
Wisconsin
– -$214K -1,769 Closed
PFA
1641
Pure Financial Advisors
California
– -$212K -1,751 Closed
AWG
1642
Altus Wealth Group
Colorado
– -$210K -1,738 Closed
WAG
1643
Wheelhouse Advisory Group
Missouri
– -$209K -1,724 Closed
PIA
1644
Perennial Investment Advisors
California
– -$207K -1,713 Closed
RWM
1645
RKL Wealth Management
Pennsylvania
– -$207K -1,711 Closed
HT
1646
Heritage Trust
Oklahoma
– -$207K -1,710 Closed
C1AG
1647
Client 1st Advisory Group
Florida
– -$206K -1,705 Closed
DWM
1648
Darwin Wealth Management
Florida
– -$205K -1,695 Closed
6F
1649
626 Financial
Michigan
– -$204K -1,686 Closed
MPCG
1650
Matrix Private Capital Group
New York
– -$204K -1,685 Closed
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