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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 %
CIA
151
Concurrent Investment Advisors
Florida
$18.4M +$1.96M +16,493 +12%
BEAM
152
Baker Ellis Asset Management
Washington
$18M -$282K -2,379 -2%
AC
153
Annandale Capital
Texas
$17.9M +$1.36M +11,498 +8%
EWA
154
Exencial Wealth Advisors
Oklahoma
$17.5M +$1.65M +13,903 +10%
EWM
155
EPG Wealth Management
Georgia
$17.1M -$17.1M -141,664 Closed
FF
156
Francis Financial
$17.1M -$988K -8,330 -5%
MFG
157
Merit Financial Group
Georgia
$17.1M +$402K +3,386 +2%
ASG
158
Ariston Services Group
California
$17.1M – – –
DW30
159
Drucker Wealth 3.0
New Jersey
$17M +$17M +143,162 New
NFG
160
Nations Financial Group
Iowa
$16.9M -$690K -5,817 -4%
WANY
161
Wealthspire Advisors (New York)
New York
$16.9M -$1.02M -8,618 -6%
William Blair & Company
162
William Blair & Company
Illinois
$16.8M -$121K -1,023 -0.7%
NCM
163
Northside Capital Management
Oregon
$16.4M – – –
IAG
164
Investment Advisory Group
Massachusetts
$16.4M +$1.16M +9,755 +8%
Bessemer Group
165
Bessemer Group
New Jersey
$16.2M +$151K +1,273 +0.9%
PFP
166
Pinnacle Financial Partners
Tennessee
$16.2M -$3.91M -32,959 -19%
SAMT
167
Select Asset Management & Trust
Pennsylvania
$16.2M +$1.93M +16,287 +14%
Northern Trust
168
Northern Trust
Illinois
$16.1M -$2.93M -24,732 -15%
HR
169
Hardy Reed
Mississippi
$16.1M +$2.08M +17,508 +15%
PWP
170
Principle Wealth Partners
Connecticut
$16M +$584K +4,922 +4%
FP
171
Financial Perspectives
Minnesota
$15.9M +$83.6K +705 +0.5%
WDG
172
Wealth Dimensions Group
Ohio
$15.6M +$260K +2,194 +2%
MWPCG
173
Measured Wealth Private Client Group
New Hampshire
$15.5M +$32.3K +272 +0.2%
CAM
174
Cresset Asset Management
Illinois
$15.5M +$1.34M +11,325 +9%
TNBTD
175
Trustmark National Bank Trust Department
Mississippi
$15.5M +$1.49M +12,555 +11%
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