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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
IAG
601
Investmark Advisory Group
Connecticut
$1.97M -$150K -1,266 -7%
LGA
602
Lebenthal Global Advisors
New York
$1.96M -$216K -1,825 -10%
PCA
603
Pallas Capital Advisors
Massachusetts
$1.95M +$192K +1,616 +11%
FMC
604
First Merchants Corp
Indiana
$1.94M -$305K -2,571 -14%
KCIC
605
Kuhn & Co Investment Counsel
Illinois
$1.93M +$73.2K +617 +4%
PCM
606
Pennsylvania Capital Management
Pennsylvania
$1.93M
LCM
607
Logan Capital Management
Pennsylvania
$1.92M -$9.96K -84 -0.5%
CWC
608
Carolinas Wealth Consulting
North Carolina
$1.92M +$24.3K +205 +1%
WCG
609
Weaver Consulting Group
California
$1.91M +$1.3K +11 +0.1%
CFG
610
Citizens Financial Group
Rhode Island
$1.91M +$306K +2,582 +19%
GJIA
611
Glass Jacobson Investment Advisors
Maryland
$1.9M -$53.8K -454 -3%
VC
612
Vicus Capital
Pennsylvania
$1.9M -$52.7K -444 -3%
DWA
613
Dougherty Wealth Advisers
Minnesota
$1.9M
Franklin Resources
614
Franklin Resources
California
$1.9M +$711 +6 +0%
SC
615
Scotia Capital
Ontario, Canada
$1.89M +$555K +4,677 +41%
CCT
616
Capital City Trust
Florida
$1.88M +$169K +1,421 +10%
OFG
617
Oxford Financial Group
Indiana
$1.88M
FFS
618
Founders Financial Securities
Maryland
$1.88M +$241K +2,029 +15%
NSIM
619
North Star Investment Management
Illinois
$1.86M
WB
620
Webster Bank
Connecticut
$1.86M -$30.7K -259 -2%
SFA
621
Sequoia Financial Advisors
Ohio
$1.86M -$173K -1,459 -9%
SA
622
SRH Advisors
Kansas
$1.85M
NIWA
623
New Insight Wealth Advisors
California
$1.85M -$339K -2,862 -15%
JGCM
624
Joseph Group Capital Management
Ohio
$1.85M +$28K +236 +2%
PSF
625
Pacific Sun Financial
California
$1.83M -$22.5K -190 -1%

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.