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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
MA
776
MCF Advisors
Kentucky
$1.52M -$14.6K -112 -0.9%
MIM
777
Moseley Investment Management
Florida
$1.51M +$23.1K +177 +2%
MFWP
778
Mosaic Family Wealth Partners
Missouri
$1.51M -$80.6K -618 -5%
PWP
779
Precedent Wealth Partners
Texas
$1.5M +$1.43K +11 +0.1%
CIBC World Market
780
CIBC World Market
Ontario, Canada
$1.49M +$152K +1,168 +11%
FFS
781
Founders Financial Securities
Maryland
$1.48M -$83.3K -639 -5%
TC
782
Trilogy Capital
California
$1.48M -$4.04K -31 -0.3%
WP
783
WMS Partners
Maryland
$1.48M
HSA
784
HBK Sorce Advisory
Pennsylvania
$1.48M +$347K +2,661 +30%
AWA
785
Arete Wealth Advisors
Illinois
$1.48M +$116K +886 +8%
RDWM
786
Red Door Wealth Management
Tennessee
$1.47M +$9.39K +72 +0.6%
RCM
787
Riggs Capital Management
Utah
$1.46M +$1.5M +11,482 New
GI
788
GLOBALT Investments
Georgia
$1.46M -$45.1K -346 -3%
AFS
789
Access Financial Services
Minnesota
$1.46M
BSTWA
790
Blake Schutter Theil Wealth Advisors
Ohio
$1.45M +$1.83K +14 +0.1%
MAWA
791
Moss Adams Wealth Advisors
Washington
$1.45M +$1.48M +11,334 New
QP
792
Quartz Partners
New York
$1.45M +$17.3K +133 +1%
RCM
793
Richardson Capital Management
Wisconsin
$1.44M +$7.17K +55 +0.5%
TLP
794
Trinity Legacy Partners
Texas
$1.44M +$56.9K +436 +4%
SA
795
Sovran Advisors
California
$1.44M +$1.46M +11,230 New
RFP
796
Root Financial Partners
California
$1.43M +$1.46M +11,206 New
MWA
797
Medallion Wealth Advisors
Connecticut
$1.42M +$1.45M +11,106 New
NG
798
Novem Group
New York
$1.42M +$1.45M +11,148 New
MSFS
799
Main Street Financial Solutions
Pennsylvania
$1.41M -$386K -2,958 -21%
FWP
800
FAS Wealth Partners
Kansas
$1.41M -$33.5K -257 -2%

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.