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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
CP
676
Creekside Partners
California
$1.51M +$1.51M +12,767 New
ZIC
677
ZWJ Investment Counsel
Georgia
$1.51M +$213K +1,800 +16%
BP
678
Ballentine Partners
Massachusetts
$1.5M -$212K -1,791 -12%
NWM
679
Northcape Wealth Management
New York
$1.49M -$4.98K -42 -0.3%
RCAG
680
Rehmann Capital Advisory Group
Michigan
$1.49M +$366K +3,085 +33%
IFA
681
Interactive Financial Advisors
Illinois
$1.48M +$3.44K +29 +0.2%
SWP
682
Strategic Wealth Partners
Ohio
$1.48M -$38.5K -325 -3%
MFWP
683
Mosaic Family Wealth Partners
Missouri
$1.47M
MFA
684
McClarren Financial Advisors
Pennsylvania
$1.47M -$1.29M -10,855 -88%
GCM
685
Gables Capital Management
Florida
$1.46M -$93.7K -790 -6%
RFM
686
Royal Fund Management
Florida
$1.45M -$7.1M -59,908 -83%
Citadel Advisors
687
Citadel Advisors
Florida
$1.45M -$4.49M -37,824 -76%
GI
688
GLOBALT Investments
Georgia
$1.44M -$154K -1,297 -10%
OC
689
Opinicus Capital
Florida
$1.44M +$33.1K +279 +2%
VNA
690
Valley National Advisers
Pennsylvania
$1.43M +$52.5K +443 +4%
CPWM
691
Cypress Point Wealth Management
Texas
$1.42M
MA
692
MCF Advisors
Kentucky
$1.42M -$21.2K -179 -1%
ALC
693
Alexander Labrunerie & Co
Missouri
$1.41M +$26.9K +227 +2%
Fifth Third Bancorp
694
Fifth Third Bancorp
Ohio
$1.41M -$306K -2,581 -18%
BFA
695
Beacon Financial Advisory
Ohio
$1.39M +$191K +1,609 +16%
QCM
696
QRG Capital Management
Illinois
$1.39M +$559K +4,714 +67%
WCFA
697
Walkner Condon Financial Advisors
Wisconsin
$1.39M +$54.9K +463 +4%
TC
698
Trilogy Capital
California
$1.38M +$1.38M +11,637 New
BCP
699
Blue Chip Partners
Michigan
$1.37M -$21.8K -184 -2%
FWP
700
FAS Wealth Partners
Kansas
$1.37M +$63.9K +539 +5%

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.