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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,437 hedge funds and large institutions have $17.8B invested in Vanguard High Dividend Yield ETF in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 537 increasing their positions, 570 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,437
Holders Change
-9
Holders Change %
-0.62%
% of All Funds
22.91%
Holding in Top 10
159
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.22%
% of All Funds
2.54%
New
83
Increased
537
Reduced
570
Closed
78
Calls
$202M
Puts
$40.2M
Net Calls
+$162M
Net Calls Change
-$7.66M

Top Buyers

1
SLI
1
Sumitomo Life Insurance
Japan
$1.97B
2
PFO
2
Pathstone Family Office
New Jersey
$155M
3
FA
3
Fiducient Advisors
Illinois
$54.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$39.4M
5
LPL Financial
5
LPL Financial
California
$532M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.12B
2
Ameriprise
2
Ameriprise
Minnesota
$371M
3
AP
3
Arlington Partners
Alabama
$8.47M
4
Wells Fargo
4
Wells Fargo
California
$446M
5
FPCG
5
Forum Private Client Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
201
Pinnacle Financial Partners
Tennessee
$11.5M -$872K -8,439 -7%
Fidelity Investments
202
Fidelity Investments
Massachusetts
$11.5M -$71.5K -692 -0.6%
LGA
203
Lebenthal Global Advisors
New York
$11.2M -$8.99K -87 -0.1%
TCMP
204
Thrive Capital Management (Pennsylvania)
Pennsylvania
$11.2M +$1.21M +11,723 +12%
Citigroup
205
Citigroup
New York
$11.1M -$916K -8,868 -8%
GBWM
206
Granite Bay Wealth Management
New Hampshire
$11M +$11M +102,351 New
WSTAM
207
Wilbanks Smith & Thomas Asset Management
Virginia
$11M -$32.8K -317 -0.3%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$10.9M +$181K +1,753 +2%
TCA
209
Transcend Capital Advisors
New Jersey
$10.9M +$31.4K +304 +0.3%
CAC
210
Certified Advisory Corp
Florida
$10.8M +$673K +6,996 +7%
BI
211
Ballast Inc
Kentucky
$10.8M +$171K +1,655 +2%
MMA
212
Miracle Mile Advisors
California
$10.7M -$1.16M -11,235 -10%
WDG
213
Wealth Dimensions Group
Ohio
$10.7M +$772K +7,469 +8%
FFN
214
Focus Financial Network
Minnesota
$10.6M +$255K +2,464 +2%
ECM
215
Evergreen Capital Management
Washington
$10.6M +$46.2K +447 +0.4%
CTWM
216
Cherry Tree Wealth Management
Minnesota
$10.5M +$170K +1,649 +2%
WA
217
Waverly Advisors
Alabama
$10.5M +$2.4M +23,277 +30%
WIM
218
Westside Investment Management
California
$10.5M +$543K +5,253 +5%
CAM
219
Cresset Asset Management
Illinois
$10.4M -$2.06M -19,933 -17%
SFG
220
Sunburst Financial Group
Alabama
$10.4M -$520K -5,031 -5%
EWG
221
Executive Wealth Group
Washington
$10.2M +$51.5K +498 +0.5%
HWM
222
Howard Wealth Management
Connecticut
$10.1M +$143K +1,388 +1%
CS
223
Comerica Securities
Michigan
$10.1M +$113K +1,093 +1%
BMCM
224
Bryn Mawr Capital Management
Pennsylvania
$10.1M -$447K -4,325 -4%
AMCA
225
Arthur M. Cohen & Associates
Illinois
$10M +$33.1K +320 +0.3%
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9
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