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Vanguard High Dividend Yield ETF

1,796 hedge funds and large institutions have $21.6B invested in Vanguard High Dividend Yield ETF in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 718 increasing their positions, 663 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $267M | Put options by funds: $41.5M

42% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 83

3% more funds holding in top 10

Funds holding in top 10: 172177 (+5)

8% more repeat investments, than reductions

Existing positions increased: 718 | Existing positions reduced: 663

0% less funds holding

Funds holding: 1,7971,796 (-1)

1.51% less ownership

Funds ownership: 38.51%37.01% (-1.5%)

13% less capital invested

Capital invested by funds: $24.9B → $21.6B (-$3.28B)

Holders
1,796
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
24.08%
Holding in Top 10
177
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.91%
% of All Funds
2.37%
New
118
Increased
718
Reduced
663
Closed
83
Calls
$267M
Puts
$41.5M
Net Calls
+$225M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
RWRC
676
R.W. Roge & Company
New York
$2M -$212K -1,617 -9%
CFS
677
Coordinated Financial Services
Colorado
$1.99M -$11.8K -90 -0.6%
IAMOG
678
Investors Asset Management of Georgia
Georgia
$1.98M +$150K +1,143 +8%
RA
679
Rockingstone Advisors
Massachusetts
$1.98M -$90.3K -690 -4%
AIA
680
AIMZ Investment Advisors
California
$1.97M +$144K +1,103 +8%
RIA
681
Regal Investment Advisors
Michigan
$1.96M -$83.1K -635 -4%
RIL
682
Rothschild Investment LLC
Illinois
$1.95M +$560K +4,276 +39%
SAM
683
SP Asset Management
California
$1.95M +$14.1K +108 +0.7%
AWP
684
Axis Wealth Partners
Rhode Island
$1.93M -$18.6K -142 -0.9%
BA
685
Bristlecone Advisors
Washington
$1.93M +$2.23K +17 +0.1%
SAI
686
Savvy Advisors Inc
New York
$1.92M +$124K +949 +7%
CA
687
CGN Advisors
Kansas
$1.91M +$71.9K +549 +4%
I
688
InvesTrust
Oklahoma
$1.91M -$11.8K -90 -0.6%
PTC
689
Private Trust Company
Ohio
$1.9M +$47.5K +363 +3%
NSIM
690
North Star Investment Management
Illinois
$1.89M +$86.5K +661 +5%
IWA
691
IBEX Wealth Advisors
New Jersey
$1.89M -$130K -991 -6%
GJIA
692
Glass Jacobson Investment Advisors
Maryland
$1.88M
PSF
693
Pacific Sun Financial
California
$1.86M -$17.7K -135 -0.9%
FAM
694
Formidable Asset Management
Ohio
$1.85M -$40.6K -310 -2%
ORC
695
O'Rourke & Company
Massachusetts
$1.85M +$300K +2,288 +19%
MOS
696
MGO One Seven
Ohio
$1.85M +$43.7K +334 +2%
CAI
697
Capital Advisors Inc
Oklahoma
$1.85M -$107K -818 -5%
JGCM
698
Joseph Group Capital Management
Ohio
$1.85M -$192K -1,467 -9%
Franklin Resources
699
Franklin Resources
California
$1.85M -$3M -22,902 -62%
MSFS
700
Main Street Financial Solutions
Pennsylvania
$1.84M +$425K +3,243 +29%

VYM Hedge Fund Activity: Q1 2025 in Review

1,796 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2025, worth a combined $21.6B — down 13% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new VYM positions and 83 closed out — a net gain of 35 holders — while 718 added to existing stakes and 663 trimmed.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $202M. The largest seller was Sumitomo Life Insurance, cutting an estimated $1.23B.

  • 1,796 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2025, down from 1,797 in Q4 2024.
  • Funds reported $21.6B of Vanguard High Dividend Yield ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 118 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2025 and 83 closed out, a net change of +35 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2025 was SCS Capital Management, an estimated $202M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2025 was Sumitomo Life Insurance, an estimated $1.23B sold.

Based on aggregated 13F filings for Q1 2025.