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Vanguard High Dividend Yield ETF
VYM

1,569 hedge funds and large institutions have $20.1B invested in Vanguard High Dividend Yield ETF in 2023 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 533 increasing their positions, 618 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $144M | Put options by funds: $35M

250% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 60

13% more capital invested

Capital invested by funds: $17.8B → $20.1B (+$2.23B)

9% more funds holding

Funds holding: 1,443 → 1,569 (+126)

4% more funds holding in top 10

Funds holding in top 10: 159 → 165 (+6)

2.44% more ownership

Funds ownership: 37.46% → 39.9% (+2.4%)

14% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 618

Holders
1,569
Holders Change
+126
Holders Change %
+8.73%
% of All Funds
22.88%
Holding in Top 10
165
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.77%
% of All Funds
2.41%
New
210
Increased
533
Reduced
618
Closed
60
Calls
$144M
Puts
$35M
Net Calls
+$109M
Net Calls Change
-$53.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$932M
2
JP Morgan Chase
JP Morgan Chase
New York
+$66.3M
3
MFIM
Mesirow Financial Investment Management
Illinois
+$54.9M
4
AT
Arlington Trust
Alabama
+$39.3M
5
Stifel Financial
Stifel Financial
Missouri
+$37.9M

Top Sellers

Rank Fund Capital Flow
1
SLI
Sumitomo Life Insurance
Japan
-$352M
2
Goldman Sachs
Goldman Sachs
New York
-$68.9M
3
FA
Fiducient Advisors
Illinois
-$55.1M
4
Osaic Holdings
Osaic Holdings
Arizona
-$34.4M
5
GWP
Gateway Wealth Partners
Wisconsin
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
51
Mesirow Financial Investment Management
Illinois
$58.3M +$54.9M +522,592 New
MSA
52
Marino Stram & Associates
Massachusetts
$57.3M +$1.13M +10,769 +2%
OA
53
Operose Advisors
Wisconsin
$57.2M -$4.55M -43,290 -8%
PA
54
Pinnacle Associates
New York
$55.2M +$518K +4,926 +1%
NFC
55
Northeast Financial Consultants
Connecticut
$55.1M -$224K -2,136 -0.4%
AWM
56
AE Wealth Management
Kansas
$53.3M +$829K +7,891 +2%
BOH
57
Bank of Hawaii
Hawaii
$53.1M -$59.4K -565 -0.1%
AT
58
Arlington Trust
Alabama
$50.9M +$39.3M +374,301 +457%
EH
59
Equitable Holdings
New York
$50.8M +$3.75M +35,708 +9%
SWP
60
Stratos Wealth Partners
Ohio
$45.3M +$2.38M +22,636 +6%
ODIJL
61
One Day In July LLC
Vermont
$44.9M +$2.44M +23,205 +6%
SOWBOCOPL
62
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$44.5M – – –
PAG
63
Private Advisor Group
New Jersey
$44.5M +$2.79M +26,591 +7%
WLIM
64
White Lighthouse Investment Management
Massachusetts
$43.8M +$2.03M +19,366 +5%
WPW
65
Waldron Private Wealth
Pennsylvania
$43.6M -$1.54M -14,655 -4%
IWA
66
Inspirion Wealth Advisors
Illinois
$43.2M +$378K +3,598 +0.9%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$41.5M -$948K -9,018 -2%
SPIA
68
Steward Partners Investment Advisory
New York
$40.7M +$347K +3,303 +0.9%
AP
69
Arlington Partners
Alabama
$40.4M +$29.4M +280,124 +342%
M&T Bank
70
M&T Bank
New York
$39.7M +$154K +1,462 +0.4%
MGIA
71
Moneta Group Investment Advisors
Missouri
$39.2M -$3.78M -35,964 -9%
ST
72
Smithfield Trust
Pennsylvania
$38.6M +$1.93M +18,401 +6%
AWS
73
Atria Wealth Solutions
New York
$35.6M +$1.85M +17,583 +6%
BFG
74
Beacon Financial Group
Texas
$35M +$839K +7,985 +3%
MWC
75
MBM Wealth Consultants
Missouri
$34M +$2.77M +26,403 +10%
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VYM Hedge Fund Activity: Q4 2023 in Review

1,569 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2023, worth a combined $20.1B — up 13% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new VYM positions and 60 closed out — a net gain of 150 holders — while 533 added to existing stakes and 618 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $932M. The largest seller was Sumitomo Life Insurance, cutting an estimated $352M.

  • 1,569 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2023, up from 1,443 in Q3 2023.
  • Funds reported $20.1B of Vanguard High Dividend Yield ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2023 and 60 closed out, a net change of +150 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2023 was Morgan Stanley, an estimated $932M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2023 was Sumitomo Life Insurance, an estimated $352M sold.

Based on aggregated 13F filings for Q4 2023.