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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
MWM
351
Modera Wealth Management
New Jersey
$6.82M +$217K +1,667 +3%
GFP
352
Guardian Financial Partners
California
$6.79M +$430K +3,300 +7%
GRP
353
Global Retirement Partners
California
$6.74M +$90.2K +692 +1%
GFG
354
Goldstone Financial Group
Illinois
$6.73M +$467K +3,585 +7%
RCA
355
Ranch Capital Advisors
Florida
$6.65M +$254K +1,945 +4%
GSIS
356
Global Strategic Investment Solutions
Arizona
$6.64M -$652 -5 -0%
CSB
357
City State Bank
Iowa
$6.56M +$277K +2,121 +4%
DWP
358
Destiny Wealth Partners
Florida
$6.55M -$113K -870 -2%
OFS
359
OneAscent Financial Services
Alabama
$6.51M +$6.66M +51,064 New
GB
360
Gunma Bank
Japan
$6.51M -$1.17M -8,981 -15%
JE
361
JMAC Enterprises
Pennsylvania
$6.49M +$290K +2,222 +5%
PCIA
362
Prime Capital Investment Advisors
Kansas
$6.49M +$99K +759 +2%
CFGS
363
Concourse Financial Group Securities
Alabama
$6.43M +$163K +1,248 +3%
SFA
364
Semmax Financial Advisors
North Carolina
$6.43M +$1.4M +10,708 +29%
MWM
365
Mission Wealth Management
California
$6.35M -$518K -3,972 -7%
DW
366
Dodds Wealth
Colorado
$6.33M -$93.8K -719 -1%
CCM
367
Chaney Capital Management
Washington
$6.25M -$72.6K -557 -1%
WPWM
368
Western Pacific Wealth Management
Illinois
$6.21M +$60.4K +463 +1%
IRC
369
Investors Research Corp
Georgia
$6.19M +$352K +2,698 +6%
PI
370
PFG Investments
New York
$6.14M +$409K +3,139 +7%
ACG
371
Allen Capital Group
Nebraska
$6.12M +$23.7K +182 +0.4%
TFA
372
Trinity Financial Advisors
Ohio
$6.11M -$114K -872 -2%
MNA
373
Manning & Napier Advisors
New York
$6.03M -$1.23M -9,444 -17%
TWA
374
Talisman Wealth Advisors
New Jersey
$6.03M +$214K +1,643 +4%
CHAM
375
Clear Harbor Asset Management
Connecticut
$5.99M +$2.09K +16 +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.