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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
PFS
451
Prospera Financial Services
Texas
$4.32M +$410K +3,148 +10%
SCA
452
Stuart Chaussee & Associates
California
$4.29M +$225K +1,727 +5%
ACM
453
Advisors Capital Management
New Jersey
$4.22M +$64K +491 +2%
KFA
454
Kapstone Financial Advisors
Ohio
$4.2M
DWA
455
Dougherty Wealth Advisers
Minnesota
$4.19M +$2.19M +16,808 +105%
HA
456
Hanover Advisors
South Carolina
$4.14M -$147K -1,124 -3%
FG
457
Fiduciary Group
Georgia
$4.13M +$341K +2,613 +9%
CI
458
CX Institutional
Indiana
$4.13M +$1.82M +13,922 +76%
AF
459
Advisornet Financial
Minnesota
$4.11M +$668K +5,121 +19%
CWMS
460
Cannon Wealth Management Services
North Carolina
$4.11M +$154K +1,182 +4%
CIM
461
Corda Investment Management
Texas
$4.06M -$23.5K -180 -0.6%
JWBC
462
J.W. Burns & Co
New York
$4.04M +$162K +1,240 +4%
BAG
463
Bridgewealth Advisory Group
California
$4.03M -$134K -1,026 -3%
CIAS
464
Capital Investment Advisory Services
North Carolina
$4.02M +$38.3K +294 +0.9%
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$4M +$3.15M +24,191 +337%
DCM
466
Donaldson Capital Management
Indiana
$4M +$106K +814 +3%
NRI
467
NFP Retirement Inc
California
$3.99M -$516K -3,957 -11%
TCMP
468
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.99M -$1.05M -8,015 -20%
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$3.99M +$407K +3,121 +11%
BS
470
Brighton Securities
New York
$3.99M +$4.08M +31,261 New
AAG
471
Armstrong Advisory Group
Massachusetts
$3.98M +$207K +1,589 +5%
QCMNJ
472
Quantum Capital Management (New Jersey)
New Jersey
$3.98M +$34.6K +265 +0.9%
LSAG
473
Lake Street Advisors Group
New Hampshire
$3.97M +$652 +5 +0%
WMP
474
Wealth Management Partners
Arizona
$3.94M -$224K -1,721 -5%
CC
475
Climber Capital
Switzerland
$3.93M +$4.19M +32,128 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.