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Vanguard High Dividend Yield ETF
VYM

1,652 hedge funds and large institutions have $22B invested in Vanguard High Dividend Yield ETF in 2024 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 679 increasing their positions, 543 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $247M | Put options by funds: $64.9M

181% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 47

25% more repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 543

12% more capital invested

Capital invested by funds: $19.7B → $22B (+$2.36B)

4% more funds holding

Funds holding: 1,587 → 1,652 (+65)

4% more funds holding in top 10

Funds holding in top 10: 147 → 153 (+6)

0.56% more ownership

Funds ownership: 37.29% → 37.86% (+0.56%)

Holders
1,652
Holders Change
+65
Holders Change %
+4.1%
% of All Funds
23.72%
Holding in Top 10
153
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.08%
% of All Funds
2.2%
New
132
Increased
679
Reduced
543
Closed
47
Calls
$247M
Puts
$64.9M
Net Calls
+$182M
Net Calls Change
-$8.65M

Top Buyers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
+$129M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$68.1M
3
B
Barings
North Carolina
+$57M
4
CWM
Congress Wealth Management
Massachusetts
+$45.7M
5
Bank of America
Bank of America
North Carolina
+$40.9M

Top Sellers

Rank Fund Capital Flow
1
BB
Bell Bank
North Dakota
-$53.5M
2
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
-$47.2M
3
SFC
Strategic Financial Concepts
Texas
-$44.8M
4
OHWA
Oak Hill Wealth Advisors
Virginia
-$22.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
776
Fiducient Advisors
Illinois
$1.3M -$130K -1,049 -9%
BWM
777
Birchcreek Wealth Management
Ohio
$1.3M -$129K -1,048 -9%
LTI
778
Laffer Tengler Investments
Tennessee
$1.3M +$1.25M +10,102 New
LWM
779
LJI Wealth Management
Indiana
$1.29M – – –
RIL
780
Rothschild Investment LLC
Illinois
$1.29M +$57.4K +465 +5%
HPC
781
HM Payson & Co
Maine
$1.29M -$11.7K -95 -0.9%
CAM
782
CPA Asset Management
Florida
$1.27M – – –
SAM
783
Smartleaf Asset Management
Massachusetts
$1.25M +$151K +1,225 +14%
CFS
784
CRA Financial Services
New Jersey
$1.25M -$20.1K -163 -2%
LP
785
LGL Partners
Pennsylvania
$1.24M – – –
AA
786
Alesco Advisors
New York
$1.24M – – –
SAI
787
Savvy Advisors Inc
New York
$1.24M +$140K +1,133 +13%
Susquehanna International Group
788
Susquehanna International Group
Pennsylvania
$1.24M -$18.9M -153,312 -94%
HB
789
HTLF Bank
Colorado
$1.24M -$5.55K -45 -0.5%
FB
790
Fulton Bank
Pennsylvania
$1.24M +$160K +1,293 +15%
PA
791
Prossimo Advisors
California
$1.22M – – –
KA
792
Klingman & Associates
New York
$1.21M -$101K -817 -8%
CPA
793
Cardiff Park Advisors
California
$1.2M -$4.2K -34 -0.4%
RPC
794
Rossmore Private Capital
Connecticut
$1.19M – – –
PAMG
795
Patton Albertson Miller Group
Tennessee
$1.19M -$30.2K -245 -3%
DDC
796
DF Dent & Co
Maryland
$1.19M +$7.41K +60 +0.6%
ZIG
797
Zuckerman Investment Group
Illinois
$1.19M -$83.7K -678 -7%
RW
798
REDW Wealth
New Mexico
$1.19M – – –
DWA
799
Douglass Winthrop Advisors
New York
$1.18M – – –
PNC
800
Park National Corp
Ohio
$1.17M +$20.5K +166 +2%
30 31
32
33 34

VYM Hedge Fund Activity: Q3 2024 in Review

1,652 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2024, worth a combined $22B — up 12% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new VYM positions and 47 closed out — a net gain of 85 holders — while 679 added to existing stakes and 543 trimmed.

The largest buyer was Howard Capital Management, opening a new position worth an estimated $129M. The largest seller was Bell Bank, cutting an estimated $53.5M.

  • 1,652 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2024, up from 1,587 in Q2 2024.
  • Funds reported $22B of Vanguard High Dividend Yield ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 132 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2024 and 47 closed out, a net change of +85 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2024 was Howard Capital Management, an estimated $129M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2024 was Bell Bank, an estimated $53.5M sold.

Based on aggregated 13F filings for Q3 2024.