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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
AF
551
Advisornet Financial
Minnesota
$2.35M +$472K +3,982 +25%
DAS
552
Diversify Advisory Services
Utah
$2.32M +$319K +2,693 +16%
RA
553
Rockingstone Advisors
Massachusetts
$2.3M -$5.34K -45 -0.2%
CAM
554
Cozad Asset Management
Illinois
$2.3M -$55.7K -470 -2%
DTC
555
Davidson Trust Company
Washington
$2.3M -$711K -5,998 -24%
BHBT
556
Burke & Herbert Bank & Trust
Virginia
$2.29M +$144K +1,212 +7%
CI
557
CX Institutional
Indiana
$2.28M +$2.73K +23 +0.1%
V
558
VeraBank
Texas
$2.28M +$22.5K +190 +1%
B
559
Bensler
Washington
$2.28M -$7.23K -61 -0.3%
AI
560
Auour Investments
Massachusetts
$2.28M -$335K -2,824 -13%
NSAM
561
North Star Asset Management
Wisconsin
$2.27M +$23.7K +200 +1%
Betterment LLC
562
Betterment LLC
New York
$2.26M +$1.78K +15 +0.1%
HKIM
563
Hayek Kallen Investment Management
Alabama
$2.25M +$12.3K +104 +0.6%
BCWM
564
Bartlett & Co Wealth Management
Ohio
$2.24M -$844K -7,119 -27%
AWA
565
Arete Wealth Advisors
Illinois
$2.23M +$117K +990 +6%
NG
566
Northstar Group
New York
$2.22M +$474 +4 +0%
LPAM
567
Lodestar Private Asset Management
California
$2.21M +$325K +2,740 +17%
SC
568
Savant Capital
Illinois
$2.21M +$76.6K +646 +4%
RC
569
Roundview Capital
New Jersey
$2.2M -$170K -1,433 -7%
MPM
570
Meritage Portfolio Management
Kansas
$2.19M -$113K -953 -5%
FCA
571
FinTrust Capital Advisors
South Carolina
$2.19M +$314K +2,648 +17%
JIC
572
Johnson Investment Counsel
Ohio
$2.18M +$13.8K +116 +0.6%
Koshinski Asset Management
573
Koshinski Asset Management
Illinois
$2.16M +$240K +2,023 +13%
CA
574
Capital Advantage
California
$2.13M +$318K +2,685 +18%
AFO
575
Arrowroot Family Office
California
$2.12M -$57.3K -483 -3%

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.