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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
RWM
626
Riverbend Wealth Management
South Carolina
$2.28M +$2.32M +17,815 New
FWM
627
Fonville Wealth Management
Virginia
$2.27M -$49.2K -377 -2%
CFO
628
Colony Family Offices
North Carolina
$2.25M
CFO
629
Collective Family Office
Pennsylvania
$2.25M -$29.9K -229 -1%
BF
630
Blankinship & Foster
California
$2.24M
B
631
Bensler
Washington
$2.24M -$108K -827 -5%
CWM
632
Consultiva Wealth Management
Puerto Rico
$2.23M
OWM
633
Opes Wealth Management
California
$2.22M +$413K +3,166 +22%
BFG
634
Bouchey Financial Group
New York
$2.22M +$43.6K +334 +2%
DFG
635
Delta Financial Group
New Jersey
$2.21M +$2.26M +17,364 New
WCG
636
Weaver Consulting Group
California
$2.21M +$157K +1,207 +7%
AG
637
Ascent Group
Virginia
$2.21M -$57.2K -439 -2%
AWA
638
ARQ Wealth Advisors
Arizona
$2.2M +$201K +1,539 +10%
MPCL
639
My Personal CFO LLC
Washington
$2.19M
EF
640
Elite Financial
Idaho
$2.19M +$2.24M +17,164 New
HIA
641
Harbor Investment Advisory
Maryland
$2.19M +$8.74K +67 +0.4%
RWRC
642
R.W. Roge & Company
New York
$2.19M -$1.58M -12,137 -41%
CA
643
Clune & Associates
Illinois
$2.18M +$2.23M +17,089 New
WB
644
Webster Bank
Connecticut
$2.17M +$100K +769 +5%
CA
645
Capital Advantage
California
$2.16M -$4.69K -36 -0.2%
BFPW
646
BOK Financial Private Wealth
Colorado
$2.16M -$36K -276 -2%
BJL
647
Brighton Jones LLC
Washington
$2.15M +$414K +3,177 +23%
LHWM
648
Lake Hills Wealth Management
Texas
$2.15M +$69.4K +532 +3%
SFPG
649
Stonebridge Financial Planning Group
Florida
$2.14M +$2.19M +16,767 New
GC
650
Grimes & Company
Massachusetts
$2.14M +$17K +130 +0.8%

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.