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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
SWM
901
Sterling Wealth Management
Illinois
$715K -$9.84K -83 -1%
CWM
902
Congress Wealth Management
Massachusetts
$710K +$10.6K +89 +2%
AFG
903
Atomi Financial Group
New York
$707K +$77.3K +652 +12%
RIA
904
Richwood Investment Advisors
Ohio
$705K -$118K -992 -14%
AWM
905
Angeles Wealth Management
California
$704K +$4.27K +36 +0.6%
WG
906
Welch Group
Alabama
$703K
AC
907
Apella Capital
Connecticut
$698K +$711 +6 +0.1%
Neuberger Berman Group
908
Neuberger Berman Group
New York
$696K -$171K -1,438 -20%
HWA
909
HHM Wealth Advisors
Tennessee
$692K -$51.6K -435 -7%
BHIA
910
Birch Hill Investment Advisors
Massachusetts
$690K
CT
911
Caldwell Trust
Florida
$687K -$4.27K -36 -0.6%
FFA
912
First Foundation Advisors
California
$687K -$2.25K -19 -0.3%
4WM
913
49 Wealth Management
Texas
$684K -$33.7K -284 -5%
LDB
914
Lee, Danner & Bass
Tennessee
$683K +$683K +5,758 New
CKAIS
915
Christensen King & Associates Investment Services
Washington
$683K +$81.1K +684 +13%
FCAM
916
First Citizens Asset Management
North Carolina
$681K -$17.6K -148 -3%
PAI
917
Pittenger & Anderson Inc
Nebraska
$679K
CCP
918
Clarity Capital Partners
California
$676K +$4.86K +41 +0.7%
HF
919
HRT Financial
New York
$673K -$612K -5,157 -48%
Qube Research & Technologies (QRT)
920
Qube Research & Technologies (QRT)
United Kingdom
$669K +$310K +2,615 +86%
Empower Advisory Group
921
Empower Advisory Group
Colorado
$666K +$52.4K +442 +9%
TMWM
922
Taylor & Morgan Wealth Management
Michigan
$666K +$16.2K +137 +3%
MSA
923
McAlister Sweet & Associates
Texas
$665K -$8.89K -75 -1%
GCA
924
Gradient Capital Advisors
California
$664K -$474 -4 -0.1%
VFA
925
Valeo Financial Advisors
Indiana
$663K -$256K -2,159 -28%

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.