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Vanguard High Dividend Yield ETF

1,796 hedge funds and large institutions have $21.6B invested in Vanguard High Dividend Yield ETF in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 718 increasing their positions, 663 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $267M | Put options by funds: $41.5M

42% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 83

3% more funds holding in top 10

Funds holding in top 10: 172177 (+5)

8% more repeat investments, than reductions

Existing positions increased: 718 | Existing positions reduced: 663

0% less funds holding

Funds holding: 1,7971,796 (-1)

1.51% less ownership

Funds ownership: 38.51%37.01% (-1.5%)

13% less capital invested

Capital invested by funds: $24.9B → $21.6B (-$3.28B)

Holders
1,796
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
24.08%
Holding in Top 10
177
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.91%
% of All Funds
2.37%
New
118
Increased
718
Reduced
663
Closed
83
Calls
$267M
Puts
$41.5M
Net Calls
+$225M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
801
Collaborative Wealth Management
Florida
$1.38M +$17.7K +135 +1%
MWP
802
Moller Wealth Partners
$1.38M +$25.3K +193 +2%
RFP
803
Root Financial Partners
California
$1.38M -$69.1K -528 -5%
MWM
804
Mascagni Wealth Management
Mississippi
$1.37M
SBF
805
Sara-Bay Financial
Florida
$1.37M +$408K +3,116 +41%
WAL
806
W Advisors LLC
Tennessee
$1.36M +$60K +458 +5%
TNB
807
Thomasville National Bank
Georgia
$1.36M +$29.5K +225 +2%
CMBA
808
C.M. Bidwell & Associates
Hawaii
$1.35M -$1.44K -11 -0.1%
PCM
809
Pennsylvania Capital Management
Pennsylvania
$1.35M -$761K -5,817 -36%
Wealthfront Advisers
810
Wealthfront Advisers
California
$1.34M +$523K +3,998 +62%
AIM
811
Anchor Investment Management
South Carolina
$1.34M -$6.28K -48 -0.5%
CPWM
812
Cypress Point Wealth Management
Texas
$1.34M -$49.1K -375 -3%
MSFP
813
Mark Sheptoff Financial Planning
Connecticut
$1.34M -$62.3K -476 -4%
GI
814
GLOBALT Investments
Georgia
$1.34M -$146K -1,114 -10%
NCM
815
Novare Capital Management
North Carolina
$1.33M +$20.7K +158 +2%
KPWG
816
KFA Private Wealth Group
Virginia
$1.33M +$841K +6,427 +164%
UB
817
UMB Bank
Missouri
$1.33M
LCM
818
Lazari Capital Management
California
$1.33M +$1.35M +10,276 New
JSL
819
JT Stratford LLC
Georgia
$1.32M -$1.44K -11 -0.1%
MFG
820
Magnus Financial Group
New York
$1.32M +$19.6K +150 +1%
BSTWA
821
Blake Schutter Theil Wealth Advisors
Ohio
$1.31M -$167K -1,278 -11%
BWM
822
Birchcreek Wealth Management
Ohio
$1.31M -$2.36K -18 -0.2%
FC
823
Fairscale Capital
New Hampshire
$1.3M -$33.4K -255 -2%
QCM
824
Quantinno Capital Management
New York
$1.3M +$18.1K +138 +1%
SIM
825
Stratos Investment Management
Ohio
$1.29M +$140K +1,067 +12%

VYM Hedge Fund Activity: Q1 2025 in Review

1,796 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2025, worth a combined $21.6B — down 13% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new VYM positions and 83 closed out — a net gain of 35 holders — while 718 added to existing stakes and 663 trimmed.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $202M. The largest seller was Sumitomo Life Insurance, cutting an estimated $1.23B.

  • 1,796 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2025, down from 1,797 in Q4 2024.
  • Funds reported $21.6B of Vanguard High Dividend Yield ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 118 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2025 and 83 closed out, a net change of +35 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2025 was SCS Capital Management, an estimated $202M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2025 was Sumitomo Life Insurance, an estimated $1.23B sold.

Based on aggregated 13F filings for Q1 2025.