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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,593 hedge funds and large institutions have $20.3B invested in Vanguard High Dividend Yield ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 563 increasing their positions, 641 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,593
Holders Change
+31
Holders Change %
+1.98%
% of All Funds
23.09%
Holding in Top 10
159
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.64%
% of All Funds
2.31%
New
128
Increased
563
Reduced
641
Closed
76
Calls
$218M
Puts
$55.1M
Net Calls
+$162M
Net Calls Change
+$53.2M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$192M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$251M
3
Wells Fargo
Wells Fargo
California
$557M
4
EWG
Executive Wealth Group
Washington
$34M
5
DI
DAGCO Inc
Ohio
$18.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.15B
2
MYLI
Meiji Yasuda Life Insurance
Japan
$166M
3
Stifel Financial
Stifel Financial
Missouri
$157M
4
AP
Arlington Partners
Alabama
$0
5
UBS Group
UBS Group
Switzerland
$376M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$14.2M +$172K +1,421 +1%
QWM
202
Quaker Wealth Management
New Jersey
$14.1M -$1.32M -10,904 -9%
AAMC
203
Asset Allocation & Management Company
Illinois
$14M – – –
SW
204
SlateStone Wealth
Florida
$14M -$238K -1,970 -2%
AR
205
Apeiron RIA
Texas
$13.9M -$552K -4,561 -4%
FNT
206
First National Trust
Pennsylvania
$13.8M +$719K +5,944 +5%
HL
207
HeadInvest LLC
Maine
$13.7M -$155K -1,285 -1%
CAI
208
Capital Advisors Inc
Oklahoma
$13.6M -$14.4M -119,059 -51%
ASN
209
Advisory Services Network
Georgia
$13.4M -$3.67M -30,323 -21%
BWP
210
Bernardo Wealth Planning
Pennsylvania
$13.4M +$1.19M +9,841 +10%
BI
211
Ballast Inc
Kentucky
$13.1M +$104K +857 +0.8%
CAWM
212
Capital Advisors Wealth Management
Washington
$13M -$3.05M -25,214 -19%
PGFC
213
Peapack-Gladstone Financial Corp
New Jersey
$12.8M +$1.89M +15,601 +17%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$12.7M +$9.76M +80,707 +331%
ECM
215
Evergreen Capital Management
Washington
$12.6M +$306K +2,532 +2%
Citigroup
216
Citigroup
New York
$12.6M -$279K -2,302 -2%
AAS
217
Ameritas Advisory Services
Nebraska
$12.6M +$1.86M +15,587 +17%
CW
218
CreativeOne Wealth
Kansas
$12.3M +$5.94M +49,071 +93%
MWM
219
McNaughton Wealth Management
California
$12.3M +$152K +1,259 +1%
SFO
220
Stokes Family Office
Louisiana
$12.3M +$8.35K +69 +0.1%
HW
221
Hancock Whitney
Mississippi
$12.2M -$617K -5,099 -5%
CTWM
222
Cherry Tree Wealth Management
Minnesota
$12.1M +$429K +3,542 +4%
LW
223
Linscomb Wealth
Texas
$12.1M -$505K -4,174 -4%
HWM
224
Howard Wealth Management
Connecticut
$11.9M -$20.4K -169 -0.2%
PPWM
225
PFG Private Wealth Management
Florida
$11.9M +$11.9M +98,012 +980,120%
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