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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
OIA
376
OneDigital Investment Advisors
Kansas
$5.16M +$1.62M +13,670 +46%
WMA
377
Wealth Management Associates
New Jersey
$5.14M
B
378
Bailard
California
$5.14M +$4.35M +36,682 +550%
BIM
379
Breakwater Investment Management
Washington
$5.11M -$135K -1,139 -3%
MSWM
380
McGlone Suttner Wealth Management
Wisconsin
$5.09M +$225K +1,900 +4%
SFS
381
Sowell Financial Services
Arkansas
$5.07M +$222K +1,868 +5%
VV
382
Verity & Verity
South Carolina
$5.05M +$305K +2,576 +6%
WKWM
383
Walter & Keenan Wealth Management
Indiana
$5.04M +$15.4K +130 +0.3%
PS
384
Principal Securities
Iowa
$5.04M -$250K -2,108 -5%
AFA
385
AA Financial Advisors
Ohio
$5.02M +$1.5M +12,632 +43%
CBT
386
CoreFirst Bank & Trust
Kansas
$4.99M -$25.1K -212 -0.5%
WB
387
West Bancorporation
Iowa
$4.96M +$147K +1,242 +3%
PF
388
Phoenix Financial
Israel
$4.94M
TCM
389
Telos Capital Management
California
$4.85M +$8.54K +72 +0.2%
ACM
390
Arcataur Capital Management
Wisconsin
$4.81M -$85.4K -720 -2%
FRA
391
FFG Retirement Advisors
Colorado
$4.78M -$107K -905 -2%
HA
392
Hofer & Associates
California
$4.75M +$42.7K +360 +0.9%
LFAS
393
Level Four Advisory Services
Texas
$4.67M +$325K +2,744 +7%
HTC
394
Haverford Trust Company
Pennsylvania
$4.58M -$384K -3,238 -8%
SPC
395
Sigma Planning Corp
Michigan
$4.57M +$50.4K +425 +1%
FIA
396
Foundations Investment Advisors
Arizona
$4.51M +$89.3K +753 +2%
RWM
397
Ritholtz Wealth Management
New York
$4.49M +$86.6K +730 +2%
CFO
398
CVA Family Office
Colorado
$4.48M -$16.5K -139 -0.4%
MHR
399
Matthew Hamilton Rosenberg
$4.44M -$4.98K -42 -0.1%
WP
400
Wealthspan Partners
Iowa
$4.42M +$322K +2,719 +8%

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.