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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
FC
726
Fulcrum Capital
Washington
$1.28M
SCA
727
Scott Capital Advisors
Oregon
$1.27M +$4.27K +36 +0.3%
PG
728
Patten Group
Tennessee
$1.27M +$28.1K +237 +2%
NS
729
NBC Securities
Alabama
$1.27M -$226K -1,905 -15%
CWM
730
Collaborative Wealth Management
Florida
$1.27M +$1.9K +16 +0.1%
CMBA
731
C.M. Bidwell & Associates
Hawaii
$1.27M -$59.6K -503 -4%
LNWWM
732
Laird Norton Wetherby Wealth Management
California
$1.25M +$10.7K +90 +0.9%
PCA
733
Prosperity Capital Advisors
Ohio
$1.25M +$159K +1,339 +15%
PWP
734
Precedent Wealth Partners
Texas
$1.23M +$353K +2,973 +40%
CA
735
CGN Advisors
Kansas
$1.23M +$74.5K +628 +6%
FMI
736
F/M Investments
District of Columbia
$1.22M +$1.22M +10,324 New
CFB
737
Cullen/Frost Bankers
Texas
$1.22M +$192K +1,619 +19%
KA
738
Klingman & Associates
New York
$1.22M +$195K +1,647 +19%
NAM
739
Nissay Asset Management
Japan
$1.22M -$3.34M -28,146 -73%
NCM
740
Novare Capital Management
North Carolina
$1.22M -$2.37K -20 -0.2%
UB
741
UMB Bank
Missouri
$1.21M
WAL
742
W Advisors LLC
Tennessee
$1.21M +$62.1K +524 +5%
HPC
743
HM Payson & Co
Maine
$1.2M -$5.34K -45 -0.4%
LWM
744
LJI Wealth Management
Indiana
$1.2M
BIA
745
Bigelow Investment Advisors
Maine
$1.2M +$312K +2,627 +35%
SMC
746
Smith, Moore & Co
Missouri
$1.19M -$77K -649 -6%
MIM
747
Moseley Investment Management
Florida
$1.19M +$38.9K +328 +3%
ZIG
748
Zuckerman Investment Group
Illinois
$1.18M +$150K +1,266 +15%
CAM
749
CPA Asset Management
Florida
$1.18M
CFS
750
CRA Financial Services
New Jersey
$1.18M +$42.8K +361 +4%

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.