VYM icon

Vanguard High Dividend Yield ETF

1,782 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 237 funds opening new positions, 690 increasing their positions, 563 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+141
Holders Change %
+8.59%
% of All Funds
23.73%
Holding in Top 10
170
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+11.11%
% of All Funds
2.26%
New
237
Increased
690
Reduced
563
Closed
63
Calls
$113M
Puts
$42.8M
Net Calls
+$69.9M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
451
Advisors Capital Management
New Jersey
$4.22M +$62.6K +491 +2%
KFA
452
Kapstone Financial Advisors
Ohio
$4.2M
DWA
453
Dougherty Wealth Advisers
Minnesota
$4.19M +$2.14M +16,808 +105%
HA
454
Hanover Advisors
South Carolina
$4.14M -$143K -1,124 -3%
FG
455
Fiduciary Group
Georgia
$4.13M +$333K +2,613 +9%
CI
456
CX Institutional
Indiana
$4.13M +$1.78M +13,922 +76%
AF
457
Advisornet Financial
Minnesota
$4.11M +$653K +5,121 +19%
CWMS
458
Cannon Wealth Management Services
North Carolina
$4.11M +$156K +1,182 +4%
CIM
459
Corda Investment Management
Texas
$4.06M -$23K -180 -0.6%
JWBC
460
J.W. Burns & Co
New York
$4.04M +$158K +1,240 +4%
BAG
461
Bridgewealth Advisory Group
California
$4.03M -$137K -1,026 -3%
CIAS
462
Capital Investment Advisory Services
North Carolina
$4.02M +$37.5K +294 +0.9%
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$4M +$3.09M +24,191 +337%
DCM
464
Donaldson Capital Management
Indiana
$4M +$104K +814 +3%
NRI
465
NFP Retirement Inc
California
$3.99M -$505K -3,957 -11%
TCMP
466
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.99M -$1.02M -8,015 -20%
OSAM
467
O'Shaughnessy Asset Management
Connecticut
$3.99M +$398K +3,121 +11%
AAG
468
Armstrong Advisory Group
Massachusetts
$3.98M +$203K +1,589 +5%
QCMNJ
469
Quantum Capital Management (New Jersey)
New Jersey
$3.98M +$33.8K +265 +0.9%
LSAG
470
Lake Street Advisors Group
New Hampshire
$3.97M +$638 +5 +0%
WMP
471
Wealth Management Partners
Arizona
$3.94M -$220K -1,721 -5%
CC
472
Climber Capital
Switzerland
$3.93M +$3.93M +32,128 New
PCFFS
473
Pacific Center for Financial Services
California
$3.92M +$224K +1,758 +6%
LFAS
474
Level Four Advisory Services
Texas
$3.89M -$1.04M -8,139 -21%
PFG
475
PAX Financial Group
Texas
$3.88M -$198K -1,549 -5%