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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
S
801
SignatureFD
Georgia
$1.4M +$1.17K +9 +0.1%
VWM
802
Vermillion Wealth Management
Minnesota
$1.4M +$1.43M +10,980 New
CGPCS
803
Capital Group Private Client Services
California
$1.39M +$6.13K +47 +0.4%
RIL
804
Rothschild Investment LLC
Illinois
$1.39M +$103K +789 +8%
TT
805
TI-Trust
Illinois
$1.39M -$33.3K -255 -2%
MSFP
806
Mark Sheptoff Financial Planning
Connecticut
$1.38M -$12.9K -99 -0.9%
CFS
807
Compass Financial Services
Iowa
$1.38M +$1.41M +10,824 New
TW
808
Transform Wealth
Colorado
$1.38M +$371K +2,848 +36%
TL
809
Tradewinds LLC
North Carolina
$1.38M +$10.4K +80 +0.8%
CPWM
810
Cypress Point Wealth Management
Texas
$1.38M
LNWWM
811
Laird Norton Wetherby Wealth Management
California
$1.37M +$10.4K +80 +0.7%
FC
812
Fulcrum Capital
Washington
$1.37M
PFA
813
Portland Financial Advisors
New York
$1.37M +$1.4M +10,740 New
CF
814
Centaurus Financial
California
$1.37M -$17.7K -136 -1%
MWM
815
Mascagni Wealth Management
Mississippi
$1.37M +$1.38M +10,615 New
RZH
816
Relyea Zuckerberg Hanson
Connecticut
$1.37M +$3.91K +30 +0.3%
BOPW
817
Brandywine Oak Private Wealth
Pennsylvania
$1.37M -$10.2K -78 -0.7%
VFA
818
Valeo Financial Advisors
Indiana
$1.36M +$614K +4,706 +79%
SAM
819
Smartleaf Asset Management
Massachusetts
$1.36M +$110K +844 +9%
CWM
820
Collaborative Wealth Management
Florida
$1.35M -$13.6K -104 -1%
FCH
821
Freestone Capital Holdings
Washington
$1.35M +$32.7K +251 +2%
ATPW
822
Ashton Thomas Private Wealth
Arizona
$1.34M +$295K +2,262 +27%
MWP
823
Moller Wealth Partners
$1.34M +$515K +3,953 +60%
CMBA
824
C.M. Bidwell & Associates
Hawaii
$1.34M +$1.43K +11 +0.1%
AIM
825
Anchor Investment Management
South Carolina
$1.33M -$41.3K -317 -3%

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.