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Vanguard High Dividend Yield ETF

1,562 hedge funds and large institutions have $20.1B invested in Vanguard High Dividend Yield ETF in 2023 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 532 increasing their positions, 616 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
+125
Holders Change %
+8.7%
% of All Funds
22.9%
Holding in Top 10
165
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.77%
% of All Funds
2.42%
New
208
Increased
532
Reduced
616
Closed
59
Calls
$144M
Puts
$35M
Net Calls
+$109M
Net Calls Change
-$53.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
176
Concurrent Investment Advisors
Florida
$14.9M +$14.9M +133,531 New
CAWM
177
Capital Advisors Wealth Management
Washington
$14.8M -$72K -645 -0.5%
Bessemer Group
178
Bessemer Group
New Jersey
$14.8M +$199K +1,780 +1%
Wellington Management Group
179
Wellington Management Group
Massachusetts
$14.7M -$8.6M -77,071 -37%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$14.6M +$2.23M +19,998 +18%
AIA
181
Angeles Investment Advisors
California
$14.5M -$2.88M -25,800 -17%
PWP
182
Principle Wealth Partners
Connecticut
$14.4M +$211K +1,894 +1%
Bank of New York Mellon
183
Bank of New York Mellon
New York
$14.4M -$2.08M -18,634 -13%
MCC
184
Money Concepts Capital
Florida
$14.4M -$103K -927 -0.7%
WDG
185
Wealth Dimensions Group
Ohio
$14.4M +$2.83M +25,385 +25%
WAP
186
Wealthcare Advisory Partners
Pennsylvania
$14.3M +$516K +4,618 +4%
QWM
187
Quaker Wealth Management
New Jersey
$14.2M -$184K -1,652 -1%
VA
188
Valmark Advisers
Ohio
$14.2M +$876K +7,849 +7%
HR
189
Hardy Reed
Mississippi
$13.9M +$13.9M +124,502 New
IAG
190
Investment Advisory Group
Massachusetts
$13.8M +$153K +1,368 +1%
TCA
191
Transcend Capital Advisors
New Jersey
$13.8M +$2M +17,944 +17%
PFP
192
Paragon Financial Partners
California
$13.8M -$87.1K -780 -0.6%
LRWA
193
Long Run Wealth Advisors
New York
$13.7M -$722K -6,464 -5%
LGA
194
Lebenthal Global Advisors
New York
$13.6M +$1.47M +13,196 +12%
PIMG
195
Patriot Investment Management Group
Tennessee
$13.3M +$696K +6,238 +6%
AR
196
Apeiron RIA
Texas
$13.3M -$54.9K -492 -0.4%
WIM
197
Westside Investment Management
California
$13.2M +$1.92M +17,176 +17%
HR
198
Howe & Rusling
New York
$13.2M +$5.21M +46,685 +66%
LIA
199
LBMC Investment Advisors
Tennessee
$13.1M -$80.6K -722 -0.6%
SW
200
SlateStone Wealth
Florida
$13.1M -$599K -5,363 -4%