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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
PCFFS
476
Pacific Center for Financial Services
California
$3.92M +$229K +1,758 +6%
LFAS
477
Level Four Advisory Services
Texas
$3.89M -$1.06M -8,139 -21%
PFG
478
PAX Financial Group
Texas
$3.88M -$202K -1,549 -5%
LF
479
LifeSteps Financial
California
$3.88M -$17.7K -136 -0.4%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$3.88M +$58K +445 +1%
BAM
481
Bosun Asset Management
Illinois
$3.83M -$28.4K -218 -0.7%
AWM
482
Atticus Wealth Management
Florida
$3.83M +$192K +1,471 +5%
LA
483
Legacy Advisors
Pennsylvania
$3.8M +$529K +4,060 +16%
AIA
484
Ally Invest Advisors
North Carolina
$3.78M -$14K -107 -0.4%
AIC
485
Ayalon Insurance Company
Israel
$3.77M
CPIA
486
Cornell Pochily Investment Advisors
New York
$3.75M -$1.96K -15 -0.1%
KBFS
487
Kohmann Bosshard Financial Services
Ohio
$3.74M -$509K -3,903 -12%
TCOV
488
Trust Company of Vermont
Vermont
$3.7M +$239K +1,831 +7%
CAAM
489
Cornerstone Advisors Asset Management
Pennsylvania
$3.7M +$34.2K +262 +0.9%
SQA
490
Simon Quick Advisors
New Jersey
$3.69M -$21K -161 -0.6%
VFG
491
Victory Financial Group
Texas
$3.68M +$3.76M +28,820 New
OPWM
492
Oxinas Partners Wealth Management
Indiana
$3.65M +$79.8K +612 +2%
IWC
493
Infinity Wealth Counsel
Ohio
$3.65M +$3.73M +28,632 New
LWL
494
Leo Wealth LLC
Texas
$3.65M +$2.35M +18,031 +171%
RCYC
495
Richard C. Young & Co
Rhode Island
$3.64M +$70K +537 +2%
AFP
496
Ausdal Financial Partners
Iowa
$3.63M -$43.6K -334 -1%
PBF
497
Petix & Botte Financial
California
$3.63M -$296K -2,269 -7%
TSWM
498
Triangle Securities Wealth Management
North Carolina
$3.6M +$114K +876 +3%
IWM
499
IHT Wealth Management
Illinois
$3.6M -$230K -1,765 -6%
PWM
500
Perigon Wealth Management
California
$3.59M +$124K +951 +4%

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.