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Vanguard High Dividend Yield ETF

1,798 hedge funds and large institutions have $24.9B invested in Vanguard High Dividend Yield ETF in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 695 increasing their positions, 565 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 64

164% more call options, than puts

Call options by funds: $113M | Put options by funds: $42.8M

23% more repeat investments, than reductions

Existing positions increased: 695 | Existing positions reduced: 565

13% more capital invested

Capital invested by funds: $22B → $24.9B (+$2.89B)

12% more funds holding in top 10

Funds holding in top 10: 153172 (+19)

9% more funds holding

Funds holding: 1,6521,798 (+146)

0.65% more ownership

Funds ownership: 37.86%38.51% (+0.65%)

Holders
1,798
Holders Change
+146
Holders Change %
+8.84%
% of All Funds
23.68%
Holding in Top 10
172
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.42%
% of All Funds
2.27%
New
243
Increased
695
Reduced
565
Closed
64
Calls
$113M
Puts
$42.8M
Net Calls
+$69.9M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
51
Marino Stram & Associates
Massachusetts
$68.9M -$219K -1,681 -0.3%
Mariner
52
Mariner
Kansas
$67.9M +$2.29M +17,544 +3%
PA
53
Pinnacle Associates
New York
$66.2M +$3.19M +24,495 +5%
MML Investors Services
54
MML Investors Services
Massachusetts
$65.9M -$4.29M -32,895 -6%
EH
55
Equitable Holdings
New York
$64.6M +$2.96M +22,669 +5%
NFC
56
Northeast Financial Consultants
Connecticut
$61.1M +$965K +7,397 +2%
WFA
57
Wellspring Financial Advisors
Ohio
$60.9M +$87.7M +672,757 +29%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$59.7M +$3.96M +30,375 +7%
IWA
59
Inspirion Wealth Advisors
Illinois
$57.9M +$2.89M +22,194 +5%
AssetMark Inc
60
AssetMark Inc
California
$56.5M -$1.69M -12,961 -3%
AT
61
Arlington Trust
Alabama
$56.4M -$627K -4,806 -1%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$56.2M +$5.7M +43,701 +11%
WLIM
63
White Lighthouse Investment Management
Massachusetts
$55.5M +$647K +4,965 +1%
ST
64
Smithfield Trust
Pennsylvania
$49.4M -$820K -6,289 -2%
CWM
65
Congress Wealth Management
Massachusetts
$48.8M +$738K +5,662 +2%
AWS
66
Atria Wealth Solutions
New York
$48.6M +$1.66M +12,711 +3%
BOH
67
Bank of Hawaii
Hawaii
$48.1M -$428K -3,281 -0.9%
PAG
68
Private Advisor Group
New Jersey
$47.9M +$337K +2,587 +0.7%
WPW
69
Waldron Private Wealth
Pennsylvania
$46.7M -$1.21M -9,259 -2%
OA
70
Operose Advisors
Wisconsin
$45.2M -$7.22M -55,360 -14%
CA
71
Cornerstone Advisory
Maryland
$43.9M +$2.77M +21,260 +7%
WA
72
Waverly Advisors
Alabama
$41.7M +$848K +6,507 +2%
M&T Bank
73
M&T Bank
New York
$41.3M -$811K -6,222 -2%
BWFA
74
Baltimore-Washington Financial Advisors
Maryland
$41.1M +$2.58M +19,778 +7%
MGIA
75
Moneta Group Investment Advisors
Missouri
$40.8M +$557K +4,273 +1%

VYM Hedge Fund Activity: Q4 2024 in Review

1,798 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2024, worth a combined $24.9B — up 13% from $22B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new VYM positions and 64 closed out — a net gain of 179 holders — while 695 added to existing stakes and 565 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $429M. The largest seller was Vanguard Group, cutting an estimated $413M.

  • 1,798 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2024, up from 1,652 in Q3 2024.
  • Funds reported $24.9B of Vanguard High Dividend Yield ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 243 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2024 and 64 closed out, a net change of +179 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $429M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2024 was Vanguard Group, an estimated $413M sold.

Based on aggregated 13F filings for Q4 2024.