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Vanguard High Dividend Yield ETF

1,563 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 209 funds opening new positions, 532 increasing their positions, 616 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,563
Holders Change
+126
Holders Change %
+8.77%
% of All Funds
22.91%
Holding in Top 10
165
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.77%
% of All Funds
2.42%
New
209
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 %
AAMC
201
Asset Allocation & Management Company
Illinois
$13M
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$12.9M +$1.07M +9,561 +9%
HL
203
HeadInvest LLC
Maine
$12.8M -$182K -1,630 -1%
PA
204
PFG Advisors
Arizona
$12.8M -$305K -2,732 -2%
NC
205
NinePointTwo Capital
California
$12.8M
FFN
206
Focus Financial Network
Minnesota
$12.4M +$877K +7,855 +8%
FNT
207
First National Trust
Pennsylvania
$12.1M +$2.13M +19,089 +21%
BI
208
Ballast Inc
Kentucky
$12M +$318K +2,847 +3%
CAM
209
Cresset Asset Management
Illinois
$11.9M +$697K +6,242 +6%
Citigroup
210
Citigroup
New York
$11.9M -$126K -1,126 -1%
HW
211
Hancock Whitney
Mississippi
$11.8M -$775K -6,941 -6%
TCMP
212
Thrive Capital Management (Pennsylvania)
Pennsylvania
$11.8M -$284K -2,544 -2%
LW
213
Linscomb Wealth
Texas
$11.6M -$785K -7,030 -6%
ECM
214
Evergreen Capital Management
Washington
$11.4M -$112K -999 -1%
SFO
215
Stokes Family Office
Louisiana
$11.3M -$1.23M -11,038 -10%
BWP
216
Bernardo Wealth Planning
Pennsylvania
$11.3M +$4.02M +36,010 +55%
MWM
217
McNaughton Wealth Management
California
$11.2M +$454K +4,063 +4%
HWM
218
Howard Wealth Management
Connecticut
$11M +$91.5K +820 +0.8%
EWG
219
Executive Wealth Group
Washington
$10.9M -$158K -1,419 -1%
NL
220
NWAM LLC
Washington
$10.8M +$10.5M +93,757 +3,126%
BMCM
221
Bryn Mawr Capital Management
Pennsylvania
$10.8M -$69.3K -621 -0.6%
CTWM
222
Cherry Tree Wealth Management
Minnesota
$10.8M -$587K -5,255 -5%
Brown Advisory
223
Brown Advisory
Maryland
$10.7M -$7.75M -69,445 -42%
PCM
224
Pointe Capital Management
Michigan
$10.6M +$32.9K +295 +0.3%
SFG
225
Sunburst Financial Group
Alabama
$10.5M -$670K -5,999 -6%