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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
CWS
526
Confluence Wealth Services
Pennsylvania
$2.61M +$37.5K +316 +1%
WAM
527
Worth Asset Management
Texas
$2.61M +$2.61M +22,008 New
PTP
528
Platform Technology Partners
New York
$2.61M +$2.61M +21,996 New
1WM
529
1900 Wealth Management
Texas
$2.61M -$6.52K -55 -0.2%
SW
530
StrongBox Wealth
Missouri
$2.57M +$55.4K +467 +2%
DPI
531
Diversified Portfolios Inc
Michigan
$2.56M
FAM
532
Formidable Asset Management
Ohio
$2.56M +$531K +4,475 +26%
PMA
533
Prudent Man Advisors
Illinois
$2.55M -$102K -859 -4%
IP
534
Intellectus Partners
California
$2.54M -$35.6K -300 -1%
RA
535
RFG Advisory
Alabama
$2.49M +$375K +3,162 +18%
IAIM
536
International Assets Investment Management
Florida
$2.48M +$6.64K +56 +0.3%
SHA
537
Seneca House Advisors
Virginia
$2.48M +$234K +1,976 +10%
EAM
538
Eukles Asset Management
Ohio
$2.48M +$28K +236 +1%
SWA
539
Stratos Wealth Advisors
Ohio
$2.47M +$49.4K +417 +2%
SI
540
Saxon Interests
Texas
$2.46M +$1.54M +13,028 +169%
CNBTD
541
Citizens National Bank Trust Department
Mississippi
$2.43M -$15.5K -131 -0.6%
RWP
542
RWA Wealth Partners
Massachusetts
$2.42M +$46.2K +390 +2%
WTC
543
WhitTier Trust Company
Nevada
$2.42M -$132K -1,116 -5%
Chevy Chase Trust
544
Chevy Chase Trust
Maryland
$2.4M -$135K -1,137 -5%
TPWA
545
TRUE Private Wealth Advisors
Oregon
$2.39M -$131K -1,101 -5%
IWS
546
Integrity Wealth Solutions
Colorado
$2.38M -$44.6K -376 -2%
WWM
547
Western Wealth Management
Colorado
$2.37M +$5.1K +43 +0.2%
TFS
548
Thoroughbred Financial Services
Tennessee
$2.37M +$327K +2,758 +16%
MLM
549
Mount Lucas Management
Pennsylvania
$2.35M -$193K -1,630 -8%
USCWA
550
U.S. Capital Wealth Advisors
Texas
$2.35M -$3.54M -29,828 -60%

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.