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Vanguard High Dividend Yield ETF
VYM

1,602 hedge funds and large institutions have $20.3B invested in Vanguard High Dividend Yield ETF in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 566 increasing their positions, 644 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $218M | Put options by funds: $55.1M

70% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 76

2% more funds holding

Funds holding: 1,570 → 1,602 (+32)

1% more capital invested

Capital invested by funds: $20.1B → $20.3B (+$263M)

2% less ownership

Funds ownership: 39.9% → 37.9% (-2%)

4% less funds holding in top 10

Funds holding in top 10: 165 → 159 (-6)

12% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 644

Holders
1,602
Holders Change
+32
Holders Change %
+2.04%
% of All Funds
23.07%
Holding in Top 10
159
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.64%
% of All Funds
2.29%
New
129
Increased
566
Reduced
644
Closed
76
Calls
$218M
Puts
$55.1M
Net Calls
+$162M
Net Calls Change
+$53.2M

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$155M
2
WFA
Wellspring Financial Advisors
Ohio
+$28.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$25.1M
4
EWG
Executive Wealth Group
Washington
+$22.3M
5
Wells Fargo
Wells Fargo
California
+$22M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1B
2
MYLI
Meiji Yasuda Life Insurance
Japan
-$100M
3
Stifel Financial
Stifel Financial
Missouri
-$44.2M
4
AP
Arlington Partners
Alabama
-$40.4M
5
UBS Group
UBS Group
Switzerland
-$35.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
501
Delta Financial Advisors
Louisiana
$3.1M – – –
OPWM
502
Oxinas Partners Wealth Management
Indiana
$3.08M +$83.4K +728 +3%
MAM
503
Mainsail Asset Management
Alabama
$3.08M +$54.3K +474 +2%
PWM
504
Perigon Wealth Management
California
$3.08M +$237K +2,072 +9%
KFP
505
Keystone Financial Planning
Ohio
$3.07M -$176K -1,534 -6%
DTC
506
Davidson Trust Company
Washington
$3.07M -$125K -1,091 -4%
CWM
507
Circle Wealth Management
New Jersey
$3.06M -$121K -1,058 -4%
CL
508
Choreo LLC
Illinois
$3.05M +$89.7K +783 +3%
MCM
509
Manchester Capital Management
Vermont
$3.04M +$2.88M +25,130 New
NCTC
510
New Covenant Trust Company
Indiana
$3.04M +$2.87M +25,089 New
CCM
511
Cambridge Capital Management
Illinois
$3.03M -$59.3K -518 -2%
CWM
512
Connecticut Wealth Management
Connecticut
$3.01M +$4.47K +39 +0.2%
MBTD
513
Mechanics Bank - Trust Department
California
$2.99M +$10.1K +88 +0.4%
PHS
514
Pekin Hardy Strauss
Illinois
$2.98M +$26.4K +230 +0.9%
MA
515
MJP Associates
Connecticut
$2.96M +$301K +2,630 +12%
FWM
516
Forza Wealth Management
Florida
$2.95M -$112K -980 -4%
DT
517
Diversified Trust
Tennessee
$2.95M +$930K +8,116 +50%
Millennium Management
518
Millennium Management
New York
$2.95M +$2.79M +24,348 New
IWM
519
IHT Wealth Management
Illinois
$2.92M -$105K -913 -4%
SC
520
Sapient Capital
Indiana
$2.91M +$103K +898 +4%
SP
521
SWS Partners
Ohio
$2.9M -$131K -1,147 -5%
FFWA
522
FRG Family Wealth Advisors
Washington
$2.89M -$220K -1,920 -7%
GL
523
Graypoint LLC
New York
$2.88M -$45.4K -396 -2%
GAB
524
German American Bancorp
Indiana
$2.88M – – –
CIA
525
Choate Investment Advisors
Massachusetts
$2.87M +$2.71M +23,693 New
19 20
21
22 23

VYM Hedge Fund Activity: Q1 2024 in Review

1,602 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2024, worth a combined $20.3B — up 1.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VYM positions and 76 closed out — a net gain of 53 holders — while 566 added to existing stakes and 644 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $155M. The largest seller was Morgan Stanley, cutting an estimated $1B.

  • 1,602 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2024, up from 1,570 in Q4 2023.
  • Funds reported $20.3B of Vanguard High Dividend Yield ETF stock for Q1 2024, up 1.3% quarter-over-quarter.
  • 129 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2024 and 76 closed out, a net change of +53 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $155M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2024 was Morgan Stanley, an estimated $1B sold.

Based on aggregated 13F filings for Q1 2024.