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Vanguard High Dividend Yield ETF

1,796 hedge funds and large institutions have $21.6B invested in Vanguard High Dividend Yield ETF in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 718 increasing their positions, 663 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $267M | Put options by funds: $41.5M

42% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 83

3% more funds holding in top 10

Funds holding in top 10: 172177 (+5)

8% more repeat investments, than reductions

Existing positions increased: 718 | Existing positions reduced: 663

0% less funds holding

Funds holding: 1,7971,796 (-1)

1.51% less ownership

Funds ownership: 38.51%37.01% (-1.5%)

13% less capital invested

Capital invested by funds: $24.9B → $21.6B (-$3.28B)

Holders
1,796
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
24.08%
Holding in Top 10
177
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.91%
% of All Funds
2.37%
New
118
Increased
718
Reduced
663
Closed
83
Calls
$267M
Puts
$41.5M
Net Calls
+$225M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
226
Certified Advisory Corp
Florida
$11.9M +$979K +7,476 +9%
SFO
227
Stokes Family Office
Louisiana
$11.8M -$730K -5,579 -6%
Vanguard Group
228
Vanguard Group
Pennsylvania
$11.8M -$67.7K -517 -0.6%
IWS
229
Insight Wealth Strategies
California
$11.8M -$704K -5,374 -6%
GWMIA
230
Global Wealth Management Investment Advisory
Florida
$11.7M +$433K +3,306 +4%
LW
231
Linscomb Wealth
Texas
$11.5M -$280K -2,140 -2%
IC
232
IEQ Capital
California
$11.4M +$246K +1,881 +2%
RWP
233
RWA Wealth Partners
Massachusetts
$11.4M +$8.97M +68,510 +345%
SC
234
Swan Capital
Florida
$11.4M +$189K +1,442 +2%
CWMGP
235
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$11.3M -$34K -260 -0.3%
EWM
236
Evermay Wealth Management
Virginia
$11.2M -$334K -2,554 -3%
IWMWV
237
Ironwood Wealth Management (West Virginia)
West Virginia
$11.2M +$683K +5,220 +6%
BMCM
238
Bryn Mawr Capital Management
Pennsylvania
$11.2M -$860K -6,566 -7%
GAM
239
Grandview Asset Management
Pennsylvania
$11.2M +$406K +3,101 +4%
CAWM
240
Capital Advisors Wealth Management
Washington
$11.1M -$3.01M -22,969 -21%
IGGA
241
Iron Gate Global Advisors
Utah
$11.1M +$1.38M +10,528 +14%
SFA
242
Seneca Financial Advisors
New York
$11.1M +$448K +3,422 +4%
Citigroup
243
Citigroup
New York
$10.9M -$1.24M -9,470 -10%
EWA
244
EP Wealth Advisors
California
$10.9M +$2.18M +16,628 +25%
PF
245
Penney Financial
Texas
$10.7M +$549K +4,192 +5%
PFG
246
Pinnacle Financial Group
Illinois
$10.7M +$550K +4,202 +5%
GHA
247
GW Henssler & Associates
Georgia
$10.6M +$2.34M +17,871 +28%
PFA
248
Pettinga Financial Advisors
Indiana
$10.5M -$496K -3,790 -4%
AAS
249
Asset Allocation Strategies
Michigan
$10.5M -$775K -5,922 -7%
PAS
250
Park Avenue Securities
New York
$10.4M +$1.24M +9,494 +13%

VYM Hedge Fund Activity: Q1 2025 in Review

1,796 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2025, worth a combined $21.6B — down 13% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new VYM positions and 83 closed out — a net gain of 35 holders — while 718 added to existing stakes and 663 trimmed.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $202M. The largest seller was Sumitomo Life Insurance, cutting an estimated $1.23B.

  • 1,796 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2025, down from 1,797 in Q4 2024.
  • Funds reported $21.6B of Vanguard High Dividend Yield ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 118 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2025 and 83 closed out, a net change of +35 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2025 was SCS Capital Management, an estimated $202M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2025 was Sumitomo Life Insurance, an estimated $1.23B sold.

Based on aggregated 13F filings for Q1 2025.