Vanguard High Dividend Yield ETF
1,602 hedge funds and large institutions have $20.3B invested in Vanguard High Dividend Yield ETF in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 566 increasing their positions, 644 reducing their positions, and 76 closing their positions.
295% more call options, than puts
Call options by funds: $218M | Put options by funds: $55.1M
70% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 76
2% more funds holding
Funds holding: 1,570 → 1,602 (+32)
1% more capital invested
Capital invested by funds: $20.1B → $20.3B (+$263M)
2% less ownership
Funds ownership: 39.9% → 37.9% (-2%)
4% less funds holding in top 10
Funds holding in top 10: 165 → 159 (-6)
12% less repeat investments, than reductions
Existing positions increased: 566 | Existing positions reduced: 644
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$155M |
| 2 |
WFA
Wellspring Financial Advisors
Cleveland,
Ohio
|
+$28.5M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$25.1M |
| 4 |
EWG
Executive Wealth Group
Kirkland,
Washington
|
+$22.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1B |
| 2 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
-$100M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$44.2M |
| 4 |
AP
Arlington Partners
Birmingham,
Alabama
|
-$40.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$35.6M |
VYM Hedge Fund Activity: Q1 2024 in Review
1,602 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2024, worth a combined $20.3B — up 1.3% from $20.1B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new VYM positions and 76 closed out — a net gain of 53 holders — while 566 added to existing stakes and 644 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $155M. The largest seller was Morgan Stanley, cutting an estimated $1B.
- 1,602 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2024, up from 1,570 in Q4 2023.
- Funds reported $20.3B of Vanguard High Dividend Yield ETF stock for Q1 2024, up 1.3% quarter-over-quarter.
- 129 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2024 and 76 closed out, a net change of +53 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $155M added.
- The largest Vanguard High Dividend Yield ETF seller in Q1 2024 was Morgan Stanley, an estimated $1B sold.
Based on aggregated 13F filings for Q1 2024.