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Vanguard High Dividend Yield ETF

1,796 hedge funds and large institutions have $21.6B invested in Vanguard High Dividend Yield ETF in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 718 increasing their positions, 663 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $267M | Put options by funds: $41.5M

42% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 83

3% more funds holding in top 10

Funds holding in top 10: 172177 (+5)

8% more repeat investments, than reductions

Existing positions increased: 718 | Existing positions reduced: 663

0% less funds holding

Funds holding: 1,7971,796 (-1)

1.51% less ownership

Funds ownership: 38.51%37.01% (-1.5%)

13% less capital invested

Capital invested by funds: $24.9B → $21.6B (-$3.28B)

Holders
1,796
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
24.08%
Holding in Top 10
177
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.91%
% of All Funds
2.37%
New
118
Increased
718
Reduced
663
Closed
83
Calls
$267M
Puts
$41.5M
Net Calls
+$225M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
FPW
401
Flywheel Private Wealth
California
$5.55M +$13.1K +100 +0.2%
WMA
402
Wealth Management Associates
New Jersey
$5.55M -$82.5K -630 -1%
TCM
403
Telos Capital Management
California
$5.5M +$208K +1,592 +4%
GWMR
404
GC Wealth Management RIA
Massachusetts
$5.49M -$182K -1,389 -3%
BIM
405
Breakwater Investment Management
Washington
$5.47M +$17K +130 +0.3%
LGA
406
Lebenthal Global Advisors
New York
$5.39M -$518K -3,958 -9%
CIA
407
Covington Investment Advisors
Pennsylvania
$5.39M +$449K +3,432 +9%
HP
408
Holistic Planning
Texas
$5.38M -$209K -1,595 -4%
CBT
409
CoreFirst Bank & Trust
Kansas
$5.37M +$18.7K +143 +0.3%
AF
410
Advisornet Financial
Minnesota
$5.37M +$1.23M +9,400 +29%
ACM
411
Arcataur Capital Management
Wisconsin
$5.3M +$92K +703 +2%
PS
412
Principal Securities
Iowa
$5.3M +$22.9K +175 +0.4%
IBOK
413
Independence Bank of Kentucky
Kentucky
$5.26M +$89.8K +686 +2%
SW
414
Simplicity Wealth
New Jersey
$5.26M +$5.11M +39,048 +2,226%
HA
415
Hofer & Associates
California
$5.25M +$74.4K +568 +1%
MSWM
416
McGlone Suttner Wealth Management
Wisconsin
$5.24M -$138K -1,051 -3%
MCA
417
MSH Capital Advisors
Arizona
$5.22M +$383K +2,925 +8%
GCA
418
Gallagher Capital Advisors
Texas
$5.21M -$53.8K -411 -1%
AWM
419
Accel Wealth Management
Iowa
$5.18M -$414K -3,162 -7%
SFG
420
Sovereign Financial Group
Connecticut
$5.14M +$439K +3,351 +9%
MHR
421
Matthew Hamilton Rosenberg
$5.03M +$359K +2,739 +8%
OIA
422
OneDigital Investment Advisors
Kansas
$5.02M -$27.9K -213 -0.5%
CL
423
Choreo LLC
Illinois
$4.96M +$380K +2,902 +8%
AWM
424
Apollon Wealth Management
South Carolina
$4.91M +$394K +3,011 +9%
AM
425
AGF Management
Ontario, Canada
$4.9M -$43.2K -330 -0.9%

VYM Hedge Fund Activity: Q1 2025 in Review

1,796 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2025, worth a combined $21.6B — down 13% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new VYM positions and 83 closed out — a net gain of 35 holders — while 718 added to existing stakes and 663 trimmed.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $202M. The largest seller was Sumitomo Life Insurance, cutting an estimated $1.23B.

  • 1,796 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2025, down from 1,797 in Q4 2024.
  • Funds reported $21.6B of Vanguard High Dividend Yield ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 118 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2025 and 83 closed out, a net change of +35 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2025 was SCS Capital Management, an estimated $202M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2025 was Sumitomo Life Insurance, an estimated $1.23B sold.

Based on aggregated 13F filings for Q1 2025.