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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
OBWG
501
Onyx Bridge Wealth Group
New York
$2.92M +$117K +988 +4%
CCM
502
Cambridge Capital Management
Illinois
$2.92M -$44.1K -372 -1%
MA
503
MJP Associates
Connecticut
$2.91M +$14.7K +124 +0.5%
LWA
504
Lowe Wealth Advisors
Maryland
$2.91M -$537K -4,530 -16%
HNB
505
Huntington National Bank
Ohio
$2.9M
MBTD
506
Mechanics Bank - Trust Department
California
$2.89M -$34.4K -290 -1%
FFWA
507
FRG Family Wealth Advisors
Washington
$2.88M -$68.2K -575 -2%
PHS
508
Pekin Hardy Strauss
Illinois
$2.87M -$52.5K -443 -2%
CWM
509
Circle Wealth Management
New Jersey
$2.85M -$147K -1,237 -5%
SC
510
Sapient Capital
Indiana
$2.85M -$1.78K -15 -0.1%
CIA
511
Choate Investment Advisors
Massachusetts
$2.83M +$23.7K +200 +0.8%
Prudential Financial
512
Prudential Financial
New Jersey
$2.83M +$739K +6,229 +35%
BC
513
Bowman & Company
Wisconsin
$2.83M +$86.2K +727 +3%
GAB
514
German American Bancorp
Indiana
$2.83M
FWM
515
Forza Wealth Management
Florida
$2.77M -$126K -1,063 -4%
ACS
516
Archford Capital Strategies
Illinois
$2.72M -$7.23K -61 -0.3%
TCOV
517
Trust Company of Vermont
Vermont
$2.71M +$103K +868 +4%
SEIA
518
Signature Estate & Investment Advisors
California
$2.7M -$2.39M -20,120 -47%
CFG
519
Carr Financial Group
Massachusetts
$2.68M +$33.8K +285 +1%
GL
520
Graypoint LLC
New York
$2.67M -$156K -1,314 -6%
AWE
521
Avidian Wealth Enterprises
Texas
$2.66M +$459K +3,872 +21%
CWM
522
Connecticut Wealth Management
Connecticut
$2.65M -$294K -2,481 -10%
WPC
523
Wedmont Private Capital
Pennsylvania
$2.65M -$25.6K -216 -1%
SCA
524
Snowden Capital Advisors
New York
$2.62M +$115K +966 +5%
WF
525
Warner Financial
Maryland
$2.62M +$15.8K +133 +0.6%

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.