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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
MWM
551
Meridian Wealth Management
Kentucky
$3.07M +$185K +1,420 +6%
CWS
552
Confluence Wealth Services
Pennsylvania
$3.06M +$368K +2,826 +14%
SC
553
Savant Capital
Illinois
$3.05M -$535K -4,103 -15%
SW
554
StrongBox Wealth
Missouri
$3.05M +$212K +1,625 +7%
HNB
555
Huntington National Bank
Ohio
$3.04M
MCM
556
Manchester Capital Management
Vermont
$3.03M
SC
557
Sapient Capital
Indiana
$3.03M -$28.6K -219 -0.9%
BC
558
Bowman & Company
Wisconsin
$3.02M -$45.5K -349 -1%
DTC
559
Davidson Trust Company
Washington
$3.02M -$161K -1,235 -5%
FWM
560
Forza Wealth Management
Florida
$3.01M -$9.39K -72 -0.3%
WPC
561
Wedmont Private Capital
Pennsylvania
$3M +$5.74K +44 +0.2%
FAI
562
Fiduciary Advisors Inc
Missouri
$3M +$3.07M +23,529 New
DI
563
Disciplined Investors
Texas
$3M +$3.08M +23,589 New
WTC
564
WhitTier Trust Company
Nevada
$2.96M +$360K +2,760 +14%
FPAS
565
Focus Partners Advisor Solutions
Missouri
$2.92M -$1.08M -8,255 -27%
CIA
566
Compass Ion Advisors
Pennsylvania
$2.91M +$275K +2,110 +10%
WF
567
Warner Financial
Maryland
$2.91M +$21.4K +164 +0.7%
AWE
568
Avidian Wealth Enterprises
Texas
$2.86M -$12.5K -96 -0.4%
BHBT
569
Burke & Herbert Bank & Trust
Virginia
$2.85M +$133K +1,021 +5%
Betterment LLC
570
Betterment LLC
New York
$2.85M +$294K +2,256 +11%
GL
571
Graypoint LLC
New York
$2.84M -$74.1K -568 -2%
PIA
572
Panoramic Investment Advisors
Colorado
$2.82M +$4.3K +33 +0.1%
PTP
573
Platform Technology Partners
New York
$2.81M
KFP
574
Keystone Financial Planning
Ohio
$2.79M -$162K -1,244 -5%
CFG
575
Citizens Financial Group
Rhode Island
$2.78M +$322K +2,471 +13%

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.