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Vanguard High Dividend Yield ETF
VYM

1,601 hedge funds and large institutions have $20.3B invested in Vanguard High Dividend Yield ETF in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 566 increasing their positions, 643 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $218M | Put options by funds: $55.1M

70% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 76

2% more funds holding

Funds holding: 1,569 → 1,601 (+32)

1% more capital invested

Capital invested by funds: $20.1B → $20.3B (+$264M)

2% less ownership

Funds ownership: 39.9% → 37.9% (-2%)

4% less funds holding in top 10

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

12% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 643

Holders
1,601
Holders Change
+32
Holders Change %
+2.04%
% of All Funds
23.06%
Holding in Top 10
159
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.64%
% of All Funds
2.29%
New
129
Increased
566
Reduced
643
Closed
76
Calls
$218M
Puts
$55.1M
Net Calls
+$162M
Net Calls Change
+$53.2M

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$155M
2
WFA
Wellspring Financial Advisors
Ohio
+$28.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$25.1M
4
EWG
Executive Wealth Group
Washington
+$22.3M
5
Wells Fargo
Wells Fargo
California
+$22M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1B
2
MYLI
Meiji Yasuda Life Insurance
Japan
-$100M
3
Stifel Financial
Stifel Financial
Missouri
-$44.2M
4
AP
Arlington Partners
Alabama
-$40.4M
5
UBS Group
UBS Group
Switzerland
-$35.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
51
Operose Advisors
Wisconsin
$60.4M -$1.58M -13,793 -3%
PA
52
Pinnacle Associates
New York
$59.9M +$40.9K +357 +0.1%
NFC
53
Northeast Financial Consultants
Connecticut
$59.1M -$539K -4,704 -1%
MML Investors Services
54
MML Investors Services
Massachusetts
$58.8M -$13.6M -118,816 -20%
BOH
55
Bank of Hawaii
Hawaii
$57.8M +$222K +1,938 +0.4%
Mariner
56
Mariner
Kansas
$57.2M -$6.79M -59,283 -11%
Cerity Partners
57
Cerity Partners
New York
$55.6M -$6.95M -60,630 -12%
AT
58
Arlington Trust
Alabama
$55.4M +$208K +1,818 +0.4%
ODIJL
59
One Day In July LLC
Vermont
$54.6M +$5.62M +49,017 +12%
EH
60
Equitable Holdings
New York
$54.4M -$570K -4,979 -1%
PAG
61
Private Advisor Group
New Jersey
$50.7M +$2.42M +21,114 +5%
IWA
62
Inspirion Wealth Advisors
Illinois
$48.5M +$1.85M +16,136 +4%
WLIM
63
White Lighthouse Investment Management
Massachusetts
$48.4M +$905K +7,899 +2%
SOWBOCOPL
64
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$48.2M – – –
WPW
65
Waldron Private Wealth
Pennsylvania
$47.1M -$82.8K -723 -0.2%
SPIA
66
Steward Partners Investment Advisory
New York
$46.7M +$2.42M +21,125 +6%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$46.6M +$1.49M +13,034 +4%
ST
68
Smithfield Trust
Pennsylvania
$43.7M +$1.79M +15,601 +5%
M&T Bank
69
M&T Bank
New York
$42.1M -$831K -7,255 -2%
CA
70
Cetera Advisors
Colorado
$41.4M +$4.45M +38,820 +13%
WFA
71
Wellspring Financial Advisors
Ohio
$40.9M +$28.5M +248,559 +13%
AWS
72
Atria Wealth Solutions
New York
$40.1M +$1.47M +12,801 +4%
MGIA
73
Moneta Group Investment Advisors
Missouri
$38.8M -$3.44M -30,049 -9%
MWC
74
MBM Wealth Consultants
Missouri
$36.4M +$166K +1,453 +0.5%
WA
75
Waverly Advisors
Alabama
$36.1M +$10.1M +88,546 +42%
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VYM Hedge Fund Activity: Q1 2024 in Review

1,601 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2024, worth a combined $20.3B — up 1.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VYM positions and 76 closed out — a net gain of 53 holders — while 566 added to existing stakes and 643 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $155M. The largest seller was Morgan Stanley, cutting an estimated $1B.

  • 1,601 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2024, up from 1,569 in Q4 2023.
  • Funds reported $20.3B of Vanguard High Dividend Yield ETF stock for Q1 2024, up 1.3% quarter-over-quarter.
  • 129 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2024 and 76 closed out, a net change of +53 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $155M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2024 was Morgan Stanley, an estimated $1B sold.

Based on aggregated 13F filings for Q1 2024.