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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

247 hedge funds and large institutions have $1.84B invested in Vanguard High Dividend Yield ETF in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+36
Holders Change %
+17.06%
% of All Funds
7.17%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.64%
New
50
Increased
93
Reduced
65
Closed
8
Calls
$318K
Puts
$1.51M
Net Calls
-$1.19M
Net Calls Change
-$166K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$112M
2
CS
2
Credit Suisse
Switzerland
$18M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$33.5M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$247M
5
KFS
5
KMS Financial Services
Washington
$8.7M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.6M
2
Deutsche Bank
2
Deutsche Bank
Germany
$34.4M
3
Barclays
3
Barclays
United Kingdom
$25.3M
4
GMA
4
Goldstein Munger & Associates
California
$21.8M
5
CCM
5
Condor Capital Management
New Jersey
$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
176
Roundview Capital
New Jersey
$339K +$26.5K +425 +8%
MFW
177
Meristem Family Wealth
Minnesota
$334K – – –
DSC
178
Duncker Streett & Co
Missouri
$330K +$1.18K +19 +0.4%
GHA
179
GW Henssler & Associates
Georgia
$329K +$329K +5,270 New
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$325K +$13K +208 +4%
MC
181
Mathes Company
New York
$324K +$324K +5,200 New
MAS
182
Madden Advisory Services
Florida
$322K – – –
APCM
183
Alaska Permanent Capital Management
Alaska
$308K – – –
JIP
184
Jaffetilchin Investment Partners
Florida
$307K +$935 +15 +0.3%
NES
185
New England Securities
New York
$307K +$3.12K +50 +1%
MM
186
Meridian Management
Arkansas
$303K – – –
MFS
187
MSI Financial Services
Massachusetts
$301K +$45.7K +734 +18%
DDC
188
DF Dent & Co
Maryland
$298K +$9.36K +150 +3%
FLPIM
189
F.L. Putnam Investment Management
Massachusetts
$297K -$53K -850 -15%
EHPM
190
Emery Howard Portfolio Management
California
$296K +$2.43K +39 +0.8%
FNBT
191
FineMark National Bank & Trust
Florida
$290K +$178K +2,850 +158%
AA
192
Ancora Advisors
Ohio
$271K – – –
LIM
193
Leavell Investment Management
Alabama
$267K +$48.7K +780 +22%
CLOS
194
Compagnie Lombard Odier SCmA
Switzerland
$264K +$264K +4,230 New
BG
195
Bahl & Gaynor
Ohio
$234K +$234K +3,757 New
LWM
196
Lenox Wealth Management
Ohio
$212K +$212K +3,394 New
BC
197
Balestra Capital
New York
$212K +$212K +3,400 New
FFSOTS
198
Fiduciary Financial Services of The Southwest
Texas
$210K +$210K +3,365 New
NB
199
NBT Bank
New York
$208K +$208K +3,340 New
GP
200
Girard Partners
Pennsylvania
$206K +$206K +3,300 New
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8
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