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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

922 hedge funds and large institutions have $8.03B invested in Vanguard High Dividend Yield ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 392 increasing their positions, 340 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
-87
Holders Change %
-8.62%
% of All Funds
20.37%
Holding in Top 10
104
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.59%
% of All Funds
2.3%
New
78
Increased
392
Reduced
340
Closed
152
Calls
$28.1M
Puts
$14.7M
Net Calls
+$13.4M
Net Calls Change
+$4.42M

Top Buyers

1
USAA
1
United Services Automobile Association
Texas
$671M
2
WPW
2
Waldron Private Wealth
Pennsylvania
$39.4M
3
AIC
3
Ameritas Investment Company
Nebraska
$34.3M
4
CSIA
4
Charles Schwab Investment Advisory
California
$87.2M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$34.9M

Top Sellers

1
JFA
1
Johanson Financial Advisors
California
$9.15M
2
Bank of America
2
Bank of America
North Carolina
$787M
3
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$0
4
IAN
4
Integrated Advisors Network
Texas
$4.62M
5
Jane Street
5
Jane Street
New York
$4.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
151
Pinnacle Wealth Management Advisory Group
New Jersey
$7.39M -$1.53M -21,602 -17%
KFP
152
Keystone Financial Planning
Ohio
$7.3M -$99.2K -1,402 -1%
MWM
153
McNaughton Wealth Management
California
$7.29M +$875K +12,366 +14%
BI
154
Ballast Inc
Kentucky
$7.15M +$559K +7,904 +8%
FNBT
155
FineMark National Bank & Trust
Florida
$7.14M -$216K -3,054 -3%
FANJ
156
Financial Architects (New Jersey)
New Jersey
$7.1M +$2.83K +40 +0%
FPIS
157
Financial Planning & Information Services
Wisconsin
$7.08M +$267K +3,769 +4%
AWM
158
Avior Wealth Management
Nebraska
$7.06M -$93.5K -1,322 -1%
LNC
159
Lincoln National Corp
Pennsylvania
$7.03M -$85.9K -1,214 -1%
MWC
160
MBM Wealth Consultants
Missouri
$7.01M +$586K +8,282 +9%
WIC
161
Woodmont Investment Counsel
Tennessee
$6.99M +$300K +4,247 +4%
PIMG
162
Patriot Investment Management Group
Tennessee
$6.93M +$1.03M +14,538 +17%
TC
163
Telemus Capital
Michigan
$6.81M -$13.5M -167,816 -66%
SF
164
Synovus Financial
Georgia
$6.7M +$4.38M +61,862 +189%
EWG
165
Executive Wealth Group
Washington
$6.69M +$8.21K +116 +0.1%
22CM
166
20/20 Capital Management
California
$6.56M +$3.35M +44,373 +104%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$6.55M -$1.31M -18,523 -17%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$6.38M – – –
FMWA
169
Forvis Mazars Wealth Advisors
Missouri
$6.37M -$786K -11,104 -11%
NA
170
NewEdge Advisors
Louisiana
$6.21M -$143K -2,026 -2%
HWM
171
Howard Wealth Management
Connecticut
$6.17M +$84.6K +1,196 +1%
RWRC
172
R.W. Roge & Company
New York
$6.08M +$3.31M +46,841 +120%
FNT
173
First National Trust
Pennsylvania
$6.06M +$68.9K +974 +1%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$6.05M -$1.25M -17,673 -17%
FP
175
Financial Perspectives
Minnesota
$6M +$599K +8,461 +11%
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