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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
CWM
776
Cornerstone Wealth Management
Missouri
$1.05M -$24.7K -208 -2%
GWP
777
Gateway Wealth Partners
Wisconsin
$1.05M -$12.1K -102 -1%
NEWAS
778
N.E.W. Advisory Services
Wisconsin
$1.05M -$409K -3,450 -28%
IBOK
779
Independence Bank of Kentucky
Kentucky
$1.05M -$14.8K -125 -1%
RPCONE
780
Retirement Planning Company of New England
Rhode Island
$1.05M +$124K +1,047 +13%
KC
781
Kades & Cheifetz
Pennsylvania
$1.04M +$6.29K +53 +0.6%
IIA
782
Integral Investment Advisors
California
$1.04M +$314K +2,650 +43%
GVAG
783
Great Valley Advisor Group
Delaware
$1.04M +$19.1K +161 +2%
TWM
784
Thrive Wealth Management
Pennsylvania
$1.04M +$2.85K +24 +0.3%
GIA
785
Gladstone Institutional Advisory
Florida
$1.04M +$216K +1,819 +26%
AIC
786
Archer Investment Corporation
Indiana
$1.04M
HVM
787
Harvest Volatility Management
Connecticut
$1.04M
MPWT
788
MassMutual Private Wealth & Trust
Connecticut
$1.03M +$870K +7,339 +545%
AL
789
Aspiriant LLC
California
$1.03M +$24.4K +206 +2%
FCAS
790
First Command Advisory Services
Texas
$1.03M -$30.6K -258 -3%
CFGSD
791
Compass Financial Group (South Dakota)
South Dakota
$1.02M -$36K -304 -3%
EIA
792
Eldridge Investment Advisors
New Hampshire
$1.02M +$182K +1,537 +22%
SAM
793
Smartleaf Asset Management
Massachusetts
$1.02M -$1.16M -9,781 -53%
GCM
794
G2 Capital Management
Ohio
$1.01M +$4.27K +36 +0.4%
SAI
795
Savvy Advisors Inc
New York
$1.01M +$259K +2,182 +34%
GC
796
Gratus Capital
Georgia
$1.01M +$183K +1,541 +22%
SSWM
797
Smith Salley Wealth Management
North Carolina
$1.01M
BPWM
798
Badgley Phelps Wealth Managers
Washington
$1.01M +$254K +2,141 +34%
ML
799
Mayport LLC
Massachusetts
$1.01M +$90K +759 +10%
RWP
800
Ridgecrest Wealth Partners
California
$1,000K +$155K +1,310 +18%

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.