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Vanguard High Dividend Yield ETF

1,798 hedge funds and large institutions have $24.9B invested in Vanguard High Dividend Yield ETF in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 695 increasing their positions, 565 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 64

164% more call options, than puts

Call options by funds: $113M | Put options by funds: $42.8M

23% more repeat investments, than reductions

Existing positions increased: 695 | Existing positions reduced: 565

13% more capital invested

Capital invested by funds: $22B → $24.9B (+$2.89B)

12% more funds holding in top 10

Funds holding in top 10: 153172 (+19)

9% more funds holding

Funds holding: 1,6521,798 (+146)

0.65% more ownership

Funds ownership: 37.86%38.51% (+0.65%)

Holders
1,798
Holders Change
+146
Holders Change %
+8.84%
% of All Funds
23.68%
Holding in Top 10
172
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.42%
% of All Funds
2.27%
New
243
Increased
695
Reduced
565
Closed
64
Calls
$113M
Puts
$42.8M
Net Calls
+$69.9M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
ALA
276
Atlas Legacy Advisors
California
$9.39M +$9.6M +73,616 New
Brown Advisory
277
Brown Advisory
Maryland
$9.39M +$91.5K +702 +1%
ANTB
278
AMG National Trust Bank
Colorado
$9.24M +$26.7K +205 +0.3%
RMAM
279
Raab & Moskowitz Asset Management
New Jersey
$9.21M +$612K +4,696 +7%
MIA
280
Milestone Investment Advisors
Wisconsin
$9.2M +$242K +1,857 +3%
CGA
281
Crescent Grove Advisors
Illinois
$9.18M -$66.4K -509 -0.7%
BCM
282
Brookstone Capital Management
Illinois
$9.16M +$132K +1,010 +1%
WIC
283
Woodmont Investment Counsel
Tennessee
$9.14M -$241K -1,847 -3%
RFA
284
Rollins Financial Advisors
New York
$9.1M +$530K +4,063 +6%
PAS
285
Park Avenue Securities
New York
$9.1M +$945K +7,244 +11%
SCG
286
Sonata Capital Group
Washington
$8.97M -$123K -945 -1%
AAP
287
Arax Advisory Partners
Colorado
$8.94M +$467K +3,581 +5%
RSWM
288
Robertson Stephens Wealth Management
California
$8.93M +$135K +1,033 +1%
CCB
289
Country Club Bank
Missouri
$8.92M -$308K -2,363 -3%
SFP
290
Sterling Financial Planning
New Jersey
$8.91M +$61.2K +469 +0.7%
AWP
291
Accretive Wealth Partners
New Jersey
$8.89M +$63.4K +486 +0.7%
MAA
292
Matrix Asset Advisors
New York
$8.83M +$454K +3,478 +5%
MYIA
293
Mount Yale Investment Advisors
Colorado
$8.8M +$268K +2,053 +3%
HAS
294
HBW Advisory Services
California
$8.8M +$150K +1,150 +2%
FHA
295
Flagship Harbor Advisors
Massachusetts
$8.79M +$307K +2,352 +4%
EWA
296
EP Wealth Advisors
California
$8.63M +$270K +2,073 +3%
EWM
297
Evergreen Wealth Management
Michigan
$8.6M -$45.9K -352 -0.5%
APP
298
Avantax Planning Partners
Iowa
$8.48M -$148K -1,138 -2%
SF
299
Summit Financial
New Jersey
$8.44M +$81K +621 +0.9%
CFP
300
Cascade Financial Partners
California
$8.39M -$110K -842 -1%

VYM Hedge Fund Activity: Q4 2024 in Review

1,798 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2024, worth a combined $24.9B — up 13% from $22B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new VYM positions and 64 closed out — a net gain of 179 holders — while 695 added to existing stakes and 565 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $429M. The largest seller was Vanguard Group, cutting an estimated $413M.

  • 1,798 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2024, up from 1,652 in Q3 2024.
  • Funds reported $24.9B of Vanguard High Dividend Yield ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 243 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2024 and 64 closed out, a net change of +179 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $429M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2024 was Vanguard Group, an estimated $413M sold.

Based on aggregated 13F filings for Q4 2024.