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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
MEAC
601
M.E. Allison & Co
Texas
$2.47M +$2.53M +19,371 New
V
602
VeraBank
Texas
$2.46M -$1.56K -12 -0.1%
PCA
603
Pallas Capital Advisors
Massachusetts
$2.45M +$49K +376 +2%
KA
604
Kovack Advisors
Florida
$2.43M +$26.5K +203 +1%
LPAM
605
Lodestar Private Asset Management
California
$2.42M +$47.6K +365 +2%
ST
606
Sageworth Trust
Pennsylvania
$2.42M
HKIM
607
Hayek Kallen Investment Management
Alabama
$2.42M -$5.4M -41,378 -69%
AWMM
608
Aegis Wealth Management (Maryland)
Maryland
$2.41M +$2.46M +18,870 New
NSAM
609
North Star Asset Management
Wisconsin
$2.4M -$34.6K -265 -1%
Mirae Asset Global Investments
610
Mirae Asset Global Investments
South Korea
$2.39M -$130K -1,000 -5%
O3W
611
Omni 360 Wealth
New Jersey
$2.39M +$164K +1,256 +7%
IMC
612
Investment Management Corporation
Virginia
$2.39M +$2.44M +18,735 New
CIC
613
Carnegie Investment Counsel
Ohio
$2.37M +$381K +2,924 +19%
OWP
614
Obermeyer Wealth Partners
Colorado
$2.35M +$99.5K +763 +4%
HFA
615
Highland Financial Advisors
New Jersey
$2.34M -$2.39M -18,354 -50%
NEPWA
616
New England Private Wealth Advisors
Massachusetts
$2.32M +$483K +3,704 +26%
IWN
617
Independent Wealth Network
Iowa
$2.31M +$27.3K +209 +1%
PF
618
Phoenix Financial
Israel
$2.31M -$1.84M -14,140 -44%
RC
619
Roundview Capital
New Jersey
$2.31M +$67.5K +518 +3%
MPM
620
Meritage Portfolio Management
Kansas
$2.29M -$23.2K -178 -1%
FFA
621
Farther Finance Advisors
California
$2.29M +$69.8K +535 +3%
DAS
622
Diversify Advisory Services
Utah
$2.28M -$95.7K -734 -4%
BOSSRA
623
B.O.S.S. Retirement Advisors
Utah
$2.28M +$1.87M +14,317 +399%
WMWM
624
Wilkins Miller Wealth Management
Alabama
$2.28M +$2.33M +17,861 New
JIC
625
Johnson Investment Counsel
Ohio
$2.28M +$126K +966 +6%

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.