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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
ACM
426
Advisors Capital Management
New Jersey
$3.96M +$206K +1,741 +6%
KBFS
427
Kohmann Bosshard Financial Services
Ohio
$3.94M -$669K -5,638 -15%
LSAG
428
Lake Street Advisors Group
New Hampshire
$3.93M +$7.83K +66 +0.2%
PFG
429
PAX Financial Group
Texas
$3.92M -$194K -1,638 -5%
CIM
430
Corda Investment Management
Texas
$3.92M -$56.9K -480 -1%
AWM
431
Apollon Wealth Management
South Carolina
$3.89M -$111K -934 -3%
SCA
432
Stuart Chaussee & Associates
California
$3.88M -$237 -2 -0%
SCM
433
Spreng Capital Management
Ohio
$3.85M +$374K +3,153 +11%
KFA
434
Kapstone Financial Advisors
Ohio
$3.83M -$65.3K -551 -2%
DCM
435
Donaldson Capital Management
Indiana
$3.8M +$49.1K +414 +1%
LA
436
Lane & Associates
New Jersey
$3.79M +$175K +1,478 +5%
BCI
437
Brinker Capital Investments
Pennsylvania
$3.74M +$101K +852 +3%
OPS
438
Orion Portfolio Solutions
Nebraska
$3.74M +$101K +852 +3%
DWP
439
Daymark Wealth Partners
Ohio
$3.73M +$3.36M +28,339 +911%
SFG
440
Sovereign Financial Group
Connecticut
$3.71M -$147K -1,240 -4%
RWRC
441
R.W. Roge & Company
New York
$3.69M -$319K -2,692 -8%
QCMNJ
442
Quantum Capital Management (New Jersey)
New Jersey
$3.68M -$57.3K -483 -2%
AIA
443
Ally Invest Advisors
North Carolina
$3.67M -$71.9K -606 -2%
LF
444
LifeSteps Financial
California
$3.66M -$201K -1,697 -5%
Janus Henderson Group
445
Janus Henderson Group
United Kingdom
$3.66M -$1.55M -13,037 -30%
PBF
446
Petix & Botte Financial
California
$3.66M +$1.72M +14,512 +89%
BFEC
447
Benjamin F. Edwards & Company
Missouri
$3.61M +$41.9K +353 +1%
CIAS
448
Capital Investment Advisory Services
North Carolina
$3.61M +$50.2K +423 +1%
FA
449
Flagstar Advisors
New York
$3.61M -$313K -2,639 -8%
PFS
450
Prospera Financial Services
Texas
$3.6M +$314K +2,648 +10%

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.