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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

563 hedge funds and large institutions have $4.7B invested in Vanguard High Dividend Yield ETF in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 254 increasing their positions, 174 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+27
Holders Change %
+5.04%
% of All Funds
14.04%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.5%
New
56
Increased
254
Reduced
174
Closed
25
Calls
$7.52M
Puts
$5.09M
Net Calls
+$2.43M
Net Calls Change
+$5.58M

Top Buyers

1
OCG
Opus Capital Group
Ohio
$82.4M
2
MML Investors Services
MML Investors Services
Massachusetts
$18M
3
FSA
Financial Sense Advisors
California
$23.8M
4
HWA
HCR Wealth Advisors
California
$20M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$25.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$498M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$60.7M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$101M
4
SCA
Stuart Chaussee & Associates
California
$7.72M
5
SIA
Spruce Investment Advisors
Connecticut
$868K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
201
Essex Financial Services
Connecticut
$2.46M +$256K +3,302 +12%
Mariner
202
Mariner
Kansas
$2.45M +$619K +7,973 +34%
MWM
203
Mission Wealth Management
California
$2.43M +$88.5K +1,140 +4%
AIP
204
Ahrens Investment Partners
Louisiana
$2.43M +$584K +7,523 +32%
TSWM
205
Triangle Securities Wealth Management
North Carolina
$2.4M +$69.9K +900 +3%
EWM
206
Empirical Wealth Management
Washington
$2.4M +$447K +5,757 +23%
ADL
207
Asset Dedication LLC
California
$2.34M +$27.4K +353 +1%
BCI
208
Brinker Capital Investments
Pennsylvania
$2.31M +$579K +7,457 +33%
PCM
209
Pointe Capital Management
Michigan
$2.26M +$2.26M +29,077 New
DWT
210
Dorsey & Whitney Trust
South Dakota
$2.19M -$17.9K -231 -0.8%
RCYC
211
Richard C. Young & Co
Rhode Island
$2.19M +$38.4K +494 +2%
RFM
212
Royal Fund Management
Florida
$2.18M +$1.36M +17,484 +166%
PFBT
213
Parkside Financial Bank & Trust
Missouri
$2.16M +$15.6K +201 +0.7%
US Bancorp
214
US Bancorp
Minnesota
$2.16M +$46.3K +597 +2%
AF
215
Alerus Financial
North Dakota
$2.14M -$190K -2,442 -8%
HA
216
Hays Advisory
Tennessee
$2.09M -$58.5K -754 -3%
AL
217
Aspiriant LLC
California
$2.09M -$781K -10,055 -27%
OA
218
Opes Advisors
California
$2.05M +$420K +5,415 +26%
SWM
219
SVA Wealth Management
Wisconsin
$2.01M +$19.7K +254 +1%
PGFC
220
Peapack-Gladstone Financial Corp
New Jersey
$2.01M +$108K +1,388 +6%
OC
221
Oppenheimer & Co
New York
$2M +$5.51K +71 +0.3%
DCM
222
Donaldson Capital Management
Indiana
$1.96M +$97.6K +1,257 +5%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$1.94M – – –
AIS
224
Accurate Investment Solutions
Pennsylvania
$1.89M +$35.8K +461 +2%
RC
225
Roundview Capital
New Jersey
$1.88M +$22.9K +295 +1%
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