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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
OWA
926
ORBA Wealth Advisors
Illinois
$943K
SEP
927
Southland Equity Partners
Missouri
$943K -$30.4K -233 -3%
CHJWM
928
Carlton Hofferkamp & Jenks Wealth Management
Texas
$940K +$35.5K +272 +4%
LCM
929
Liberty Capital Management
Michigan
$939K
AWM
930
Axxcess Wealth Management
California
$938K +$669K +5,128 +231%
KFI
931
Key Financial Inc
Pennsylvania
$934K
C
932
Covestor
United Kingdom
$934K +$18.4K +141 +2%
BCA
933
Bay Colony Advisors
Massachusetts
$932K +$4.83K +37 +0.5%
AGC
934
Aspen Grove Capital
Colorado
$925K
NCM
935
NCM Capital Management
New Jersey
$913K +$933K +7,156 New
WJA
936
Willis Johnson & Associates
Texas
$911K +$8.61K +66 +0.9%
NP
937
Nilsine Partners
Colorado
$907K +$233K +1,786 +34%
CMP
938
Courage Miller Partners
Virginia
$903K
MMHP
939
Murphy Middleton Hinkle & Parker
Georgia
$901K
PFWA
940
Paces Ferry Wealth Advisors
Georgia
$901K -$22.2K -170 -2%
NP
941
NorthRock Partners
Minnesota
$900K -$710K -5,446 -44%
UFA
942
Uptown Financial Advisors
Texas
$899K +$919K +7,049 New
ACA
943
Ackerman Capital Advisors
Texas
$898K
WS
944
Wedbush Securities
California
$893K -$3.26K -25 -0.4%
MFA
945
Mayflower Financial Advisors
Massachusetts
$893K +$7.04K +54 +0.8%
GWM
946
Greenhouse Wealth Management
Connecticut
$892K +$6.78K +52 +0.7%
SWA
947
Stratos Wealth Advisors
Ohio
$892K -$2.16M -16,590 -70%
CA
948
Continuum Advisory
Idaho
$891K +$22K +169 +2%
OC
949
Oppenheimer & Co
New York
$889K +$6.91K +53 +0.8%
GT
950
Glenview Trust
Kentucky
$884K -$27K -207 -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.