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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
AI
326
Atria Investments
North Carolina
$7.63M +$104K +794 +1%
XF
327
XML Financial
Maryland
$7.62M -$344K -2,635 -4%
BBNA
328
Bremer Bank National Association
Minnesota
$7.61M
WT
329
Whittier Trust
California
$7.58M -$80.1K -614 -1%
TFG
330
Tilson Financial Group
New Jersey
$7.57M -$50.7K -389 -0.7%
ES
331
Eagle Strategies
New York
$7.53M +$44.1K +338 +0.6%
TCCP
332
Tide Cove Capital Partners
California
$7.52M +$7.67M +58,817 New
IFG
333
Independent Financial Group
California
$7.47M +$25.2K +193 +0.3%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$7.41M +$744K +5,709 +11%
AIA
335
Armor Investment Advisors
North Carolina
$7.38M -$227K -1,739 -3%
QIM
336
Quest Investment Management
Oregon
$7.3M -$631K -4,843 -8%
SCA
337
Stillwater Capital Advisors
Pennsylvania
$7.2M -$40.7K -312 -0.5%
DIA
338
Davidson Investment Advisors
Montana
$7.2M -$247K -1,893 -3%
CPRC
339
Consolidated Portfolio Review Corp
New York
$7.17M +$2.45M +18,785 +50%
JWA
340
JFS Wealth Advisors
Pennsylvania
$7.15M -$374K -2,865 -5%
WLPWM
341
Walled Lake Planning & Wealth Management
Illinois
$7.11M +$93K +713 +1%
RWA
342
Rooted Wealth Advisors
Illinois
$7.11M +$367K +2,812 +5%
WCM
343
WealthBridge Capital Management
Ohio
$7.05M +$141K +1,079 +2%
CFO
344
Custos Family Office
Texas
$7.05M +$6.26K +48 +0.1%
EAM
345
Evanson Asset Management
California
$7.03M +$38.7K +297 +0.5%
HI
346
Harbour Investments
Wisconsin
$7.02M +$273K +2,093 +4%
FGWP
347
Founders Grove Wealth Partners
Virginia
$7M +$7.16M +54,882 New
YWS
348
Yarger Wealth Strategies
Ohio
$6.95M -$2.58M -19,814 -27%
SRC
349
Sage Rhino Capital
California
$6.84M -$42.5K -326 -0.6%
OPW
350
Oxler Private Wealth
New York
$6.83M -$391 -3 -0%

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.