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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
CRI
926
Commonwealth Retirement Investments
Virginia
$663K -$73.9K -623 -10%
LAM
927
LifePro Asset Management
California
$662K +$86.2K +727 +15%
RFA
928
Register Financial Advisors
Georgia
$661K +$47.4K +400 +8%
MC
929
Mathes Company
New York
$660K
WIA
930
Wetzel Investment Advisors
Indiana
$659K -$830 -7 -0.1%
JGIA
931
Jackson Grant Investment Advisers
Connecticut
$658K +$99K +835 +18%
ACA
932
Aptus Capital Advisors
Alabama
$657K -$5.98M -50,396 -90%
HIS
933
Horizon Investment Services
Indiana
$656K -$35K -295 -5%
CWG
934
Cornerstone Wealth Group
North Carolina
$654K -$32.5K -274 -5%
JBA
935
Johnson Bixby & Associates
Washington
$651K -$18.6K -157 -3%
CPA
936
Capital Planning Advisors
California
$645K
SAM
937
SignalPoint Asset Management
Missouri
$638K +$6.05K +51 +1%
NP
938
Nilsine Partners
Colorado
$631K
STA
939
Summit Trail Advisors
New York
$628K
SWG
940
Summit Wealth Group
Vermont
$626K +$626K +5,278 New
BC
941
Brio Consultants
California
$626K +$32.4K +273 +5%
GP
942
Geneva Partners
Wisconsin
$622K -$5.1K -43 -0.8%
ACM
943
Alamar Capital Management
California
$621K +$621K +5,235 New
IPW
944
Invictus Private Wealth
Colorado
$621K -$24.8K -209 -4%
PCG
945
Prosperity Consulting Group
Maryland
$619K -$217K -1,827 -26%
MSS
946
Mitchell Sinkler & Starr
Pennsylvania
$617K +$178K +1,500 +43%
CFS
947
Cannon Financial Strategists
Georgia
$611K +$237 +2 +0%
CWM
948
Cahaba Wealth Management
Georgia
$610K +$4.39K +37 +0.7%
FWM
949
Fingerlakes Wealth Management
New York
$610K +$1.07K +9 +0.2%
MWA
950
Midland Wealth Advisors
Illinois
$607K

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.