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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
SF
376
Synovus Financial
Georgia
$5.99M -$5.4M -41,449 -47%
FPB
377
First PREMIER Bank
South Dakota
$5.97M +$139K +1,065 +2%
PA
378
Parallel Advisors
California
$5.94M -$197K -1,507 -3%
TW
379
TritonPoint Wealth
Maryland
$5.93M +$61.3K +470 +1%
CA
380
CoreCap Advisors
Michigan
$5.91M +$1M +7,672 +20%
WB
381
West Bancorporation
Iowa
$5.9M +$675K +5,179 +13%
DWT
382
Dorsey & Whitney Trust
South Dakota
$5.88M
GEA
383
Glen Eagle Advisors
New Jersey
$5.85M -$638K -4,896 -10%
LGA
384
Lebenthal Global Advisors
New York
$5.84M +$3.76M +28,845 +170%
DBIA
385
Dumont & Blake Investment Advisors
New Jersey
$5.84M -$21.8K -167 -0.4%
BFO
386
Biltmore Family Office
North Carolina
$5.81M
BFAG
387
Blackston Financial Advisory Group
Florida
$5.79M -$1.47M -11,245 -20%
CG
388
Caprock Group
Idaho
$5.71M -$263K -2,018 -4%
BB
389
Busey Bank
Illinois
$5.71M +$38.1K +292 +0.7%
MCM
390
MidAtlantic Capital Management
Virginia
$5.66M -$20.9K -160 -0.4%
GWMR
391
GC Wealth Management RIA
Massachusetts
$5.61M -$549K -4,212 -9%
WKWM
392
Walter & Keenan Wealth Management
Indiana
$5.61M +$158K +1,212 +3%
CWS
393
Cypress Wealth Services
California
$5.61M -$145K -1,114 -2%
USB
394
Union Savings Bank
Connecticut
$5.59M -$334K -2,560 -6%
CFP
395
Curran Financial Partners
South Carolina
$5.57M +$1.14M +8,710 +25%
WMA
396
Wealth Management Associates
New Jersey
$5.57M +$38.7K +297 +0.7%
AWM
397
Accel Wealth Management
Iowa
$5.53M -$237K -1,817 -4%
HP
398
Holistic Planning
Texas
$5.53M +$319K +2,446 +6%
CCA
399
Childress Capital Advisors
Texas
$5.5M +$200K +1,532 +4%
DILIC
400
Dai-ichi Life Insurance Company
Japan
$5.5M +$258K +1,977 +5%

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.