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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,446 hedge funds and large institutions have $17.4B invested in Vanguard High Dividend Yield ETF in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 573 increasing their positions, 555 reducing their positions, and 70 closing their positions.

Holders
1,446
Holders Change
+16
Holders Change %
+1.12%
% of All Funds
22.81%
Holding in Top 10
166
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.14%
% of All Funds
2.62%
New
98
Increased
573
Reduced
555
Closed
70
Calls
$202M
Puts
$31.8M
Net Calls
+$170M
Net Calls Change
-$2.13M

Top Buyers

1
SLI
1
Sumitomo Life Insurance
Japan
$1.07B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$513M
3
Bank of America
3
Bank of America
North Carolina
$1.25B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$165M
5
ST
5
Sageworth Trust
Pennsylvania
$22.5M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$13.7M
2
Truist Financial
2
Truist Financial
North Carolina
$134M
3
CG
3
Colony Group
Massachusetts
$26.3M
4
SR
4
Swiss Re
Switzerland
$0
5
MCC
5
Money Concepts Capital
Florida
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
201
Fidelity Investments
Massachusetts
$11.8M 111,656 +5,116 +5%
VA
202
Valmark Advisers
Ohio
$11.8M 111,539 +13,657 +14%
NL
203
NWAM LLC
Washington
$11.8M 111,409 +106,681 +2,256%
VAS
204
Vestmark Advisory Solutions
Massachusetts
$11.8M 111,030 +103,692 +1,413%
LIA
205
LBMC Investment Advisors
Tennessee
$11.7M 110,478 +9,158 +9%
MIA
206
Milestone Investment Advisors
Wisconsin
$11.6M 109,405 -5,284 -5%
LGA
207
Lebenthal Global Advisors
New York
$11.6M 108,935 +92,661 +569%
WSTAM
208
Wilbanks Smith & Thomas Asset Management
Virginia
$11.3M 106,495 +90,012 +546%
Wellington Management Group
209
Wellington Management Group
Massachusetts
$11.3M 106,404 -147,620 -58%
CAC
210
Certified Advisory Corp
Florida
$11.2M 105,729 -2,954 -3%
SFG
211
Sunburst Financial Group
Alabama
$11.2M 105,518 +2,549 +2%
TCA
212
Transcend Capital Advisors
New Jersey
$11.2M 105,353 -1,355 -1%
CGA
213
Crescent Grove Advisors
Illinois
$11.1M 104,514 -17,353 -14%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$11.1M 104,226 +4,743 +5%
BI
215
Ballast Inc
Kentucky
$10.9M 102,635 +129 +0.1%
ECM
216
Evergreen Capital Management
Washington
$10.9M 102,370 -422 -0.4%
PA
217
Parallel Advisors
California
$10.8M 102,117 -1,701 -2%
RWA
218
Rooted Wealth Advisors
Illinois
$10.8M 101,926 +39,949 +64%
BMCM
219
Bryn Mawr Capital Management
Pennsylvania
$10.8M 101,679 -2,295 -2%
FFN
220
Focus Financial Network
Minnesota
$10.7M 100,577 +13,300 +15%
CTWM
221
Cherry Tree Wealth Management
Minnesota
$10.6M 100,310 +100,310 New
MIC
222
Means Investment Company
Maine
$10.5M 98,769 -18,495 -16%
EWG
223
Executive Wealth Group
Washington
$10.5M 98,549 +486 +0.5%
CWP
224
Curated Wealth Partners
California
$10.4M 98,348 -3,149 -3%
FMWA
225
Forvis Mazars Wealth Advisors
Missouri
$10.3M 97,134 +2,247 +2%
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