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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
Fifth Third Bancorp
726
Fifth Third Bancorp
Ohio
$1.72M -$75.5K -579 -4%
NEWAS
727
N.E.W. Advisory Services
Wisconsin
$1.72M +$155K +1,189 +10%
SA
728
SRH Advisors
Kansas
$1.71M -$124K -950 -7%
SSWM
729
Smith Salley Wealth Management
North Carolina
$1.71M +$633K +4,852 +57%
DWM
730
Dakota Wealth Management
Florida
$1.71M +$782 +6 +0%
CIA
731
Compass Investment Advisers
Oregon
$1.7M +$1.74M +13,324 New
CFA
732
Cahill Financial Advisors
Minnesota
$1.69M +$652 +5 +0%
BFA
733
Beacon Financial Advisory
Ohio
$1.69M -$48.1K -369 -3%
AA
734
Ancora Advisors
Ohio
$1.69M -$3.91K -30 -0.2%
BP
735
Ballentine Partners
Massachusetts
$1.69M +$227K +1,740 +15%
RTL
736
Red Tortoise LLC
Georgia
$1.68M +$3K +23 +0.2%
WA
737
Westfuller Advisors
New York
$1.67M -$31.6K -242 -2%
B
738
Bailard
California
$1.67M +$942K +7,228 +123%
ZIC
739
ZWJ Investment Counsel
Georgia
$1.66M +$8.21K +63 +0.5%
IFA
740
Interactive Financial Advisors
Illinois
$1.66M +$56.2K +431 +3%
FB
741
Fulton Bank
Pennsylvania
$1.66M +$440K +3,374 +35%
MWA
742
Midland Wealth Advisors
Illinois
$1.66M +$78.9K +605 +5%
SFA
743
Sequoia Financial Advisors
Ohio
$1.66M -$418K -3,203 -20%
LSWP
744
Liberty Square Wealth Partners
Pennsylvania
$1.65M +$1.61M +12,350 New
BFS
745
Burkett Financial Services
South Carolina
$1.65M +$5.87K +45 +0.3%
VCP
746
Verus Capital Partners
Arizona
$1.65M -$34.6K -265 -2%
3F
747
360 Financial
Minnesota
$1.64M -$76.7K -588 -4%
IIC
748
Integrated Investment Consultants
Michigan
$1.64M -$12.4M -94,998 -88%
TWP
749
Tempus Wealth Planning
California
$1.64M -$13.2K -101 -0.8%
RFM
750
Royal Fund Management
Florida
$1.62M -$1.67M -12,825 -50%

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.