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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
FFA
576
Farther Finance Advisors
California
$2.12M +$389K +3,280 +22%
FWM
577
Fonville Wealth Management
Virginia
$2.12M -$74.2K -626 -3%
KA
578
Kovack Advisors
Florida
$2.12M +$108K +912 +5%
CFO
579
Collective Family Office
Pennsylvania
$2.11M -$23.6K -199 -1%
WWA
580
WCG Wealth Advisors
Nevada
$2.11M +$2.11M +17,767 New
CFO
581
Colony Family Offices
North Carolina
$2.09M -$3.56K -30 -0.2%
OWP
582
Obermeyer Wealth Partners
Colorado
$2.09M -$35.6K -300 -2%
IWN
583
Independent Wealth Network
Iowa
$2.09M +$20.4K +172 +1%
BF
584
Blankinship & Foster
California
$2.08M
CIA
585
Compass Ion Advisors
Pennsylvania
$2.08M +$53.4K +450 +3%
CWM
586
Consultiva Wealth Management
Puerto Rico
$2.07M -$59.4K -501 -3%
ACI
587
Alpha Cubed Investments
California
$2.07M -$160K -1,350 -7%
MAA
588
Mraz Amerine & Associates
California
$2.06M -$454K -3,827 -18%
LIM
589
Leavell Investment Management
Alabama
$2.05M +$30.9K +261 +2%
Mirae Asset Global Investments
590
Mirae Asset Global Investments
South Korea
$2.04M +$71.2K +600 +4%
HIA
591
Harbor Investment Advisory
Maryland
$2.04M +$26.9K +227 +1%
MPCL
592
My Personal CFO LLC
Washington
$2.04M
BFPW
593
BOK Financial Private Wealth
Colorado
$2.03M -$9.25K -78 -0.5%
AG
594
Ascent Group
Virginia
$2.03M -$148K -1,246 -7%
LHWM
595
Lake Hills Wealth Management
Texas
$2.02M +$43.2K +364 +2%
RIA
596
Regal Investment Advisors
Michigan
$2.01M -$149K -1,258 -7%
BFG
597
Bouchey Financial Group
New York
$2.01M
TWM
598
Tradition Wealth Management
Minnesota
$2M -$41K -346 -2%
O3W
599
Omni 360 Wealth
New Jersey
$2M +$52.1K +439 +3%
FCBT
600
First Citizens Bank & Trust
North Carolina
$1.98M -$65.9K -556 -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.