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Vanguard High Dividend Yield ETF

1,587 hedge funds and large institutions have $19.7B invested in Vanguard High Dividend Yield ETF in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 623 increasing their positions, 585 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,060% more call options, than puts

Call options by funds: $208M | Put options by funds: $18M

13% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 87

6% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 585

0.6% less ownership

Funds ownership: 37.9%37.29% (-0.6%)

1% less funds holding

Funds holding: 1,6021,587 (-15)

3% less capital invested

Capital invested by funds: $20.3B → $19.7B (-$673M)

8% less funds holding in top 10

Funds holding in top 10: 159147 (-12)

Holders
1,587
Holders Change
-15
Holders Change %
-0.94%
% of All Funds
22.92%
Holding in Top 10
147
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-7.55%
% of All Funds
2.12%
New
98
Increased
623
Reduced
585
Closed
87
Calls
$208M
Puts
$18M
Net Calls
+$190M
Net Calls Change
+$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
326
Trinity Financial Advisors
Ohio
$6.45M +$91.4K +771 +1%
OPW
327
Oxler Private Wealth
New York
$6.38M +$20.5K +173 +0.3%
GEA
328
Glen Eagle Advisors
New Jersey
$6.37M -$47.2K -398 -0.7%
GRP
329
Global Retirement Partners
California
$6.35M -$845K -7,123 -12%
GSIS
330
Global Strategic Investment Solutions
Arizona
$6.34M -$8.89K -75 -0.1%
DWP
331
Destiny Wealth Partners
Florida
$6.34M -$11.5M -96,868 -64%
MWM
332
Modera Wealth Management
New Jersey
$6.32M -$112K -944 -2%
CCM
333
Chaney Capital Management
Washington
$6.32M -$89.2K -752 -1%
DAS
334
Dynamic Advisor Solutions
Arizona
$6.24M +$88.7K +748 +1%
WCM
335
WealthBridge Capital Management
Ohio
$6.23M +$169K +1,428 +3%
DW
336
Dodds Wealth
Colorado
$6.19M -$131K -1,101 -2%
PA
337
Parallel Advisors
California
$6.16M +$63.7K +537 +1%
FPB
338
First PREMIER Bank
South Dakota
$6.11M -$290K -2,444 -5%
SVWAG
339
Sound View Wealth Advisors Group
Georgia
$6.1M +$473K +3,987 +8%
PCIA
340
Prime Capital Investment Advisors
Kansas
$6.1M -$782K -6,597 -11%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$6.09M +$31.3K +264 +0.5%
TCMP
342
Thrive Capital Management (Pennsylvania)
Pennsylvania
$6.06M -$4.84M -40,802 -44%
RCA
343
Resonant Capital Advisors
Wisconsin
$5.99M
ES
344
Eagle Strategies
New York
$5.94M -$1.75M -14,772 -23%
GWMR
345
GC Wealth Management RIA
Massachusetts
$5.94M -$170K -1,433 -3%
USB
346
Union Savings Bank
Connecticut
$5.85M -$271K -2,282 -4%
RWA
347
Rooted Wealth Advisors
Illinois
$5.81M +$302K +2,545 +6%
BB
348
Busey Bank
Illinois
$5.74M -$1.33M -11,186 -19%
CG
349
Caprock Group
Idaho
$5.7M -$150K -1,264 -3%
AM
350
AGF Management
Ontario, Canada
$5.7M -$2.24M -18,885 -28%

VYM Hedge Fund Activity: Q2 2024 in Review

1,587 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2024, worth a combined $19.7B — down 3.3% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VYM positions and 87 closed out — a net gain of 11 holders — while 623 added to existing stakes and 585 trimmed.

The largest buyer was Charles Schwab, adding an estimated $99.1M. The largest seller was Royal Bank of Canada, cutting an estimated $28.8M.

  • 1,587 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2024, down from 1,602 in Q1 2024.
  • Funds reported $19.7B of Vanguard High Dividend Yield ETF stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 98 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2024 and 87 closed out, a net change of +11 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2024 was Charles Schwab, an estimated $99.1M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $28.8M sold.

Based on aggregated 13F filings for Q2 2024.