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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 %
AIA
176
Angeles Investment Advisors
California
$15.4M – – –
FT
177
Fiduciary Trust
Massachusetts
$15.4M -$507K -4,272 -3%
WIM
178
Westside Investment Management
California
$15.3M +$270K +2,274 +2%
TGAM
179
TBH Global Asset Management
Tennessee
$15.3M -$3.76M -31,672 -20%
UA
180
Unison Advisors
District of Columbia
$15.3M +$4.51K +38 +0%
PA
181
PFG Advisors
Arizona
$15.1M +$813K +6,854 +6%
PFP
182
Paragon Financial Partners
California
$14.9M -$18.1K -153 -0.1%
LRWA
183
Long Run Wealth Advisors
New York
$14.8M -$326K -2,747 -2%
FHA
184
First Horizon Advisors
Tennessee
$14.8M -$602K -5,074 -4%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$14.6M +$364K +3,071 +3%
TCA
186
Transcend Capital Advisors
New Jersey
$14.5M +$243K +2,049 +2%
PIMG
187
Patriot Investment Management Group
Tennessee
$14.5M +$223K +1,879 +2%
FNT
188
First National Trust
Pennsylvania
$14.4M +$837K +7,057 +6%
PA
189
Procyon Advisors
Connecticut
$14.3M -$4.43M -37,345 -24%
LIA
190
LBMC Investment Advisors
Tennessee
$14M +$84.1K +709 +0.6%
Bank of New York Mellon
191
Bank of New York Mellon
New York
$13.9M -$1.38M -11,671 -9%
ERFOTCOFW
192
Employees Retirement Fund of the City of Fort Worth
Texas
$13.9M -$2.58M -21,743 -16%
AAMC
193
Asset Allocation & Management Company
Illinois
$13.8M – – –
BWP
194
Bernardo Wealth Planning
Pennsylvania
$13.7M +$496K +4,182 +4%
ASN
195
Advisory Services Network
Georgia
$13.6M +$454K +3,826 +3%
Deutsche Bank
196
Deutsche Bank
Germany
$13.4M -$1.19M -10,012 -8%
HL
197
HeadInvest LLC
Maine
$13.4M -$59.8K -504 -0.4%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$13.3M -$566K -4,773 -4%
PAG
199
Private Advisory Group
Washington
$13.3M +$2.11M +17,795 +19%
SW
200
SlateStone Wealth
Florida
$13.2M -$476K -4,010 -3%
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