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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,575 hedge funds and large institutions have $19.6B invested in Vanguard High Dividend Yield ETF in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 619 increasing their positions, 581 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,575
Holders Change
-18
Holders Change %
-1.13%
% of All Funds
22.91%
Holding in Top 10
147
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-7.55%
% of All Funds
2.14%
New
97
Increased
619
Reduced
581
Closed
87
Calls
$208M
Puts
$18M
Net Calls
+$190M
Net Calls Change
+$27.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$119M
2
HighTower Advisors
HighTower Advisors
Illinois
$119M
3
LPL Financial
LPL Financial
California
$620M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$146M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$40.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M
2
WFM
Wolff Financial Management
Michigan
$0
3
UBS Group
UBS Group
Switzerland
$345M
4
HFA
Highland Financial Advisors
New Jersey
$11.7M
5
EWM
EPG Wealth Management
Georgia
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
201
Holt Capital Partners
Texas
$13.2M -$10.2M -86,282 -44%
AAS
202
Ameritas Advisory Services
Nebraska
$13.2M +$669K +5,640 +5%
BI
203
Ballast Inc
Kentucky
$13M +$174K +1,469 +1%
CAWM
204
Capital Advisors Wealth Management
Washington
$12.7M -$50.5K -426 -0.4%
MMA
205
Miracle Mile Advisors
California
$12.5M +$1.32M +11,144 +12%
MWM
206
McNaughton Wealth Management
California
$12.5M +$399K +3,366 +3%
SCM
207
Steele Capital Management
Iowa
$12.4M +$929K +7,830 +8%
AR
208
Apeiron RIA
Texas
$12.4M -$1.22M -10,328 -9%
PGFC
209
Peapack-Gladstone Financial Corp
New Jersey
$12.3M -$202K -1,703 -2%
Citigroup
210
Citigroup
New York
$12.3M -$95.7K -807 -0.8%
ECM
211
Evergreen Capital Management
Washington
$12.2M -$131K -1,101 -1%
PCM
212
Penserra Capital Management
California
$12.2M +$8.26M +69,630 +209%
PPWM
213
PFG Private Wealth Management
Florida
$12.2M +$569K +4,798 +5%
HWM
214
Howard Wealth Management
Connecticut
$12M +$294K +2,478 +3%
BMCM
215
Bryn Mawr Capital Management
Pennsylvania
$11.9M +$556K +4,684 +5%
HW
216
Hancock Whitney
Mississippi
$11.8M -$124K -1,047 -1%
HFA
217
Highland Financial Advisors
New Jersey
$11.7M -$17.5M -147,542 -60%
CTWM
218
Cherry Tree Wealth Management
Minnesota
$11.7M -$198K -1,666 -2%
BWA
219
Bordeaux Wealth Advisors
California
$11.7M +$11.7M +98,399 New
LW
220
Linscomb Wealth
Texas
$11.6M -$232K -1,952 -2%
CA
221
Clearstead Advisors
Ohio
$11.5M +$6.23M +52,538 +118%
SFO
222
Stokes Family Office
Louisiana
$11.5M -$595K -5,015 -5%
CW
223
CreativeOne Wealth
Kansas
$11.4M -$681K -5,742 -6%
PCM
224
Pointe Capital Management
Michigan
$11.3M -$253K -2,133 -2%
HNWAG
225
High Net Worth Advisory Group
Florida
$11.3M +$478K +4,033 +4%
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