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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,562 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 208 funds opening new positions, 532 increasing their positions, 616 reducing their positions, and 59 closing their positions.

Holders
1,562
Holders Change
+125
Holders Change %
+8.7%
% 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
208
Increased
532
Reduced
616
Closed
59
Calls
$144M
Puts
$35M
Net Calls
+$109M
Net Calls Change
-$53.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.04B
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$165M
3
SCTC
3
Sanibel Captiva Trust Company
Florida
$97.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$250M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$58.3M

Top Sellers

1
SLI
1
Sumitomo Life Insurance
Japan
$1.69B
2
Goldman Sachs
2
Goldman Sachs
New York
$243M
3
FA
3
Fiducient Advisors
Illinois
$586K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$127M
5
GWP
5
Gateway Wealth Partners
Wisconsin
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.04B 18,309,820 +8,865,908 +94%
SLI
2
Sumitomo Life Insurance
Japan
$1.69B 15,133,322 -3,350,000 -18%
Bank of America
3
Bank of America
North Carolina
$1.25B 11,191,110 +321,987 +3%
LPL Financial
4
LPL Financial
California
$562M 5,035,174 -117,031 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$545M 4,884,792 +186,821 +4%
Wells Fargo
6
Wells Fargo
California
$492M 4,409,719 +95,422 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$453M 4,059,220 +115,272 +3%
Creative Planning
8
Creative Planning
Kansas
$429M 3,843,980 -103,390 -3%
Ameriprise
9
Ameriprise
Minnesota
$383M 3,431,876 -170,284 -5%
UBS Group
10
UBS Group
Switzerland
$382M 3,417,686 +169,321 +5%
RJA
11
Raymond James & Associates
Florida
$380M 3,406,701 -25,840 -0.8%
Vanguard Group
12
Vanguard Group
Pennsylvania
$361M 3,230,426 +9,362 +0.3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$280M 2,504,629 +233,798 +10%
MYLI
14
Meiji Yasuda Life Insurance
Japan
$251M 2,246,067 – –
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$250M 2,237,845 +630,945 +39%
Goldman Sachs
16
Goldman Sachs
New York
$243M 2,174,673 -655,882 -23%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$235M 2,102,592 -26,648 -1%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$207M 1,854,615 +184,675 +11%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$204M 1,827,469 +97,196 +6%
Stifel Financial
20
Stifel Financial
Missouri
$187M 1,679,356 +360,761 +27%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$186M 1,663,394 +37,189 +2%
ECG
22
Edge Capital Group
Georgia
$173M 1,553,063 -1,783 -0.1%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$165M 1,477,095 +1,477,095 New
Osaic Holdings
24
Osaic Holdings
Arizona
$127M 1,135,388 -327,743 -22%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$119M 1,064,743 -29,385 -3%
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