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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
CPRC
401
Consolidated Portfolio Review Corp
New York
$4.39M +$730K +6,156 +20%
PCS
402
Personal CFO Solutions
New Jersey
$4.39M +$22.2K +187 +0.5%
SFA
403
Semmax Financial Advisors
North Carolina
$4.37M +$42.1K +355 +1%
CIA
404
Covington Investment Advisors
Pennsylvania
$4.36M +$192K +1,617 +5%
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$4.36M +$114K +961 +3%
NRI
406
NFP Retirement Inc
California
$4.32M +$504K +4,248 +13%
SAG
407
SageView Advisory Group
California
$4.31M +$4.31M +36,308 New
TI
408
tru Independence
Oregon
$4.29M -$169K -1,429 -4%
BAM
409
Bosun Asset Management
Illinois
$4.29M +$2.76M +23,290 +181%
SM
410
Sweeney & Michel
California
$4.29M +$356 +3 +0%
RT
411
Rockland Trust
Massachusetts
$4.29M -$9.72K -82 -0.2%
IAA
412
Ironsides Asset Advisors
North Carolina
$4.2M -$64.7K -546 -2%
CFD
413
Creative Financial Designs
Indiana
$4.16M +$288K +2,431 +7%
NAMP
414
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.15M +$76.5K +645 +2%
EFG
415
Embree Financial Group
Illinois
$4.13M -$60.1K -507 -1%
JWCA
416
J.W. Cole Advisors
Florida
$4.09M -$81.1K -684 -2%
BRWA
417
B. Riley Wealth Advisors
Florida
$4.08M -$975K -8,224 -19%
EHC
418
Everett Harris & Co
California
$4.08M +$95.6K +806 +2%
HA
419
Hanover Advisors
South Carolina
$4.05M -$440K -3,710 -10%
CFP
420
Curran Financial Partners
South Carolina
$4.04M +$29.9K +252 +0.7%
SP
421
SWS Partners
Ohio
$4.03M +$1.19M +10,037 +42%
GWM
422
Geneos Wealth Management
Colorado
$4.03M -$14.2K -120 -0.4%
WMP
423
Wealth Management Partners
Arizona
$4.02M -$101K -853 -2%
Macquarie Group
424
Macquarie Group
Australia
$4M +$885K +7,467 +28%
MCA
425
MSH Capital Advisors
Arizona
$3.98M +$473K +3,992 +13%

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.