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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
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$1.37M -$94.6K -798 -6%
CF
702
Centaurus Financial
California
$1.37M -$2.25K -19 -0.2%
AFS
703
Access Financial Services
Minnesota
$1.36M
FI
704
Financial Insights
Washington
$1.36M -$83K -700 -6%
RZH
705
Relyea Zuckerberg Hanson
Connecticut
$1.36M +$122K +1,033 +10%
RDWM
706
Red Door Wealth Management
Tennessee
$1.36M +$9.61K +81 +0.7%
Schroder Investment Management Group
707
Schroder Investment Management Group
United Kingdom
$1.35M +$140K +1,183 +12%
AIM
708
Anchor Investment Management
South Carolina
$1.35M +$26.2K +221 +2%
HP
709
Holistic Planning
Texas
$1.34M
RCM
710
Richardson Capital Management
Wisconsin
$1.33M +$1.33M +11,252 New
SWM
711
Spire Wealth Management
Virginia
$1.33M -$708K -5,974 -35%
BOPW
712
Brandywine Oak Private Wealth
Pennsylvania
$1.33M -$154K -1,297 -10%
FA
713
Fiducient Advisors
Illinois
$1.33M +$277K +2,334 +26%
BWM
714
Birchcreek Wealth Management
Ohio
$1.33M -$119 -1 -0%
TT
715
TI-Trust
Illinois
$1.32M +$93.2K +786 +8%
CCA
716
Clarity Capital Advisors
Florida
$1.31M +$7.35K +62 +0.6%
LA
717
LVW Advisors
New York
$1.3M +$11K +93 +0.9%
FC
718
Fairscale Capital
New Hampshire
$1.3M +$1.25M +10,515 New
WP
719
WMS Partners
Maryland
$1.29M
TLP
720
Trinity Legacy Partners
Texas
$1.29M +$84.2K +710 +7%
9WM
721
9258 Wealth Management
Ohio
$1.29M -$13.4K -113 -1%
FC
722
FCA Corp
Texas
$1.29M +$18.3K +154 +1%
JWM
723
Jackson Wealth Management
Florida
$1.29M -$869K -7,328 -40%
ORC
724
O'Rourke & Company
Massachusetts
$1.28M +$100K +843 +8%
CGPCS
725
Capital Group Private Client Services
California
$1.28M +$6.17K +52 +0.5%

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.