We are live on ! Find out more
VYM icon

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
MSA
51
Marino Stram & Associates
Massachusetts
$69.2M -$389K -2,970 -0.6%
EH
52
Equitable Holdings
New York
$68.6M +$3.37M +25,721 +5%
PA
53
Pinnacle Associates
New York
$66.9M -$76.5K -584 -0.1%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$64.4M +$7.65M +58,453 +13%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$62.4M +$2.07M +15,800 +3%
NFC
56
Northeast Financial Consultants
Connecticut
$61.5M -$279K -2,133 -0.4%
WFA
57
Wellspring Financial Advisors
Ohio
$61.2M -$25.8M -196,753 -7%
IWA
58
Inspirion Wealth Advisors
Illinois
$58.9M +$464K +3,546 +0.8%
WLIM
59
White Lighthouse Investment Management
Massachusetts
$57M +$904K +6,907 +2%
AT
60
Arlington Trust
Alabama
$56.6M -$460K -3,515 -0.8%
CWM
61
Congress Wealth Management
Massachusetts
$54.8M +$5.54M +42,294 +11%
ST
62
Smithfield Trust
Pennsylvania
$50M +$129K +983 +0.3%
PAG
63
Private Advisor Group
New Jersey
$48.6M +$208K +1,591 +0.4%
WPW
64
Waldron Private Wealth
Pennsylvania
$45.6M -$1.68M -12,823 -4%
OA
65
Operose Advisors
Wisconsin
$45.5M -$140K -1,066 -0.3%
AWS
66
Atria Wealth Solutions
New York
$45.1M -$4.1M -31,326 -8%
MGIA
67
Moneta Group Investment Advisors
Missouri
$43.9M +$2.65M +20,253 +6%
WA
68
Waverly Advisors
Alabama
$43.1M +$1.05M +8,041 +2%
BWFA
69
Baltimore-Washington Financial Advisors
Maryland
$42.5M +$1.01M +7,692 +2%
MWC
70
MBM Wealth Consultants
Missouri
$41.5M +$460K +3,517 +1%
CA
71
Cornerstone Advisory
Maryland
$41.1M +$308K +2,355 +0.7%
AOI
72
Auto-Owners Insurance
Michigan
$40.6M -$93.5M -714,167 -69%
M&T Bank
73
M&T Bank
New York
$40.2M -$1.56M -11,905 -4%
NA
74
NewEdge Advisors
Louisiana
$38.4M +$1.72M +13,101 +5%
AAS
75
Avantax Advisory Services
Texas
$38.3M +$2.4M +18,327 +7%

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.