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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
23.09%
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
Cetera Investment Advisers
Illinois
$192M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$251M
3
Wells Fargo
Wells Fargo
California
$557M
4
EWG
Executive Wealth Group
Washington
$34M
5
DI
DAGCO Inc
Ohio
$18.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.15B
2
MYLI
Meiji Yasuda Life Insurance
Japan
$166M
3
Stifel Financial
Stifel Financial
Missouri
$157M
4
AP
Arlington Partners
Alabama
$0
5
UBS Group
UBS Group
Switzerland
$376M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Procyon Advisors
Connecticut
$19.1M +$1.07M +8,879 +6%
BEAM
152
Baker Ellis Asset Management
Washington
$18.7M -$783K -6,469 -4%
DI
153
DAGCO Inc
Ohio
$18.7M +$18.7M +154,320 New
PCWA
154
Pacific Capital Wealth Advisors
California
$18.6M +$6.29K +52 +0%
FF
155
Francis Financial
$18.5M +$266K +2,198 +1%
WANY
156
Wealthspire Advisors (New York)
New York
$18.3M +$692K +5,721 +4%
MA
157
Mutual Advisors
Nebraska
$18.3M +$261K +2,155 +1%
DWP
158
Destiny Wealth Partners
Florida
$18.2M -$1.22M -10,098 -6%
EFS
159
Essex Financial Services
Connecticut
$18.1M +$79.9K +660 +0.4%
NFG
160
Nations Financial Group
Iowa
$18M -$615K -5,087 -3%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$18M +$2.15M +17,737 +14%
ASG
162
Ariston Services Group
California
$17.4M – – –
William Blair & Company
163
William Blair & Company
Illinois
$17.2M -$702K -5,800 -4%
EWM
164
EPG Wealth Management
Georgia
$17.1M +$68.2K +564 +0.4%
LNC
165
Lincoln National Corp
Pennsylvania
$17.1M -$813K -6,716 -5%
AC
166
Annandale Capital
Texas
$16.9M +$553K +4,570 +3%
ERFOTCOFW
167
Employees Retirement Fund of the City of Fort Worth
Texas
$16.8M – – –
CIA
168
Concurrent Investment Advisors
Florida
$16.8M +$616K +5,090 +4%
NCM
169
Northside Capital Management
Oregon
$16.7M – – –
MFG
170
Merit Financial Group
Georgia
$16.5M +$15.6M +132,761 +1,649%
MCC
171
Money Concepts Capital
Florida
$16.4M +$819K +6,773 +5%
Bessemer Group
172
Bessemer Group
New Jersey
$16.4M +$352K +2,908 +2%
EWM
173
Executive Wealth Management
Michigan
$16.3M +$10.6M +88,019 +185%
EWA
174
Exencial Wealth Advisors
Oklahoma
$16.2M +$15M +124,336 +1,299%
FT
175
Fiduciary Trust
Massachusetts
$16.2M -$89.9K -743 -0.6%
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