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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
FPW
401
Flywheel Private Wealth
California
$5.48M +$5.6M +42,960 New
CFD
402
Creative Financial Designs
Indiana
$5.41M +$412K +3,158 +8%
BCA
403
Bay Capital Advisors
Virginia
$5.4M +$5.52M +42,319 New
BIM
404
Breakwater Investment Management
Washington
$5.39M +$611K +4,689 +12%
MSWM
405
McGlone Suttner Wealth Management
Wisconsin
$5.32M +$634K +4,865 +13%
WP
406
Wealthspan Partners
Iowa
$5.31M +$372K +2,851 +7%
CBT
407
CoreFirst Bank & Trust
Kansas
$5.3M +$206K +1,577 +4%
PS
408
Principal Securities
Iowa
$5.28M +$58.4K +448 +1%
TCM
409
Telos Capital Management
California
$5.23M +$81.8K +627 +2%
GCA
410
Gallagher Capital Advisors
Texas
$5.21M +$5.33M +40,846 New
LA
411
Lane & Associates
New Jersey
$5.16M +$507K +3,890 +11%
ACM
412
Arcataur Capital Management
Wisconsin
$5.16M -$1.96K -15 -0%
PPWM
413
PFG Private Wealth Management
Florida
$5.13M -$4.03M -30,931 -43%
IBOK
414
Independence Bank of Kentucky
Kentucky
$5.12M +$4.07M +31,192 +349%
HA
415
Hofer & Associates
California
$5.12M -$11.9K -91 -0.2%
FRA
416
FFG Retirement Advisors
Colorado
$5.08M -$35.7K -274 -0.7%
OIA
417
OneDigital Investment Advisors
Kansas
$4.99M -$482K -3,698 -9%
CFO
418
CVA Family Office
Colorado
$4.97M +$52.7K +404 +1%
HTC
419
Haverford Trust Company
Pennsylvania
$4.97M +$25.8K +198 +0.5%
AM
420
AGF Management
Ontario, Canada
$4.89M -$1.23M -9,450 -20%
CIA
421
Covington Investment Advisors
Pennsylvania
$4.89M +$154K +1,179 +3%
SGCA
422
Steel Grove Capital Advisors
Tennessee
$4.86M +$4.96M +38,071 New
MCA
423
MSH Capital Advisors
Arizona
$4.79M +$240K +1,842 +5%
WSFS
424
Wilmington Savings Fund Society
Delaware
$4.78M +$249K +1,907 +5%
HAM
425
Hickory Asset Management
Ohio
$4.76M +$4.87M +37,341 New

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.