We are live on ! Find out more
VYM icon

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
SVWAG
301
Sound View Wealth Advisors Group
Georgia
$8.36M +$647K +4,963 +8%
ECM
302
Evergreen Capital Management
Washington
$8.33M -$132K -1,014 -2%
AA
303
ArborFi Advisors
Michigan
$8.24M +$8.42M +64,583 New
GHA
304
GW Henssler & Associates
Georgia
$8.22M -$20.7K -159 -0.2%
SG
305
StoneX Group
New York
$8.2M +$8.38M +64,258 New
CAL
306
Capital Analysts LLC
Pennsylvania
$8.18M -$123K -947 -1%
1WA
307
180 Wealth Advisors
Washington
$8.17M -$8.48K -65 -0.1%
Thrivent Financial for Lutherans
308
Thrivent Financial for Lutherans
Minnesota
$8.16M -$149K -1,144 -2%
MIC
309
Means Investment Company
Maine
$8.12M -$136K -1,043 -2%
DC
310
Darrow Company
Massachusetts
$8.11M -$233K -1,784 -3%
MCM
311
MAI Capital Management
Ohio
$8.1M +$4.24M +32,517 +105%
HWM
312
HB Wealth Management
Georgia
$8.1M -$203K -1,557 -2%
CCC
313
Chelsea Counsel Company
California
$7.99M -$3M -23,000 -27%
AP
314
Agilis Partners
Massachusetts
$7.95M -$159K -1,217 -2%
LS
315
Leelyn Smith
Illinois
$7.94M -$139K -1,068 -2%
SCM
316
Spreng Capital Management
Ohio
$7.85M +$525K +4,023 +7%
BW
317
BIP Wealth
Georgia
$7.8M -$513K -3,933 -6%
AFA
318
AA Financial Advisors
Ohio
$7.8M +$1.11M +8,538 +16%
WJWM
319
Williams Jones Wealth Management
New York
$7.8M -$424K -3,250 -5%
SFMG
320
Sage Financial Management Group
Virginia
$7.8M -$25.6K -196 -0.3%
KWM
321
Kingsview Wealth Management
Oregon
$7.79M +$1.29M +9,907 +19%
FIA
322
Foundations Investment Advisors
Arizona
$7.75M +$3.21M +24,624 +68%
MHWM
323
Montz Harcus Wealth Management
Louisiana
$7.71M +$263K +2,014 +3%
RFN
324
RDA Financial Network
Iowa
$7.67M -$21.5K -165 -0.3%
QWM
325
Quadcap Wealth Management
Texas
$7.63M -$568K -4,354 -7%

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.