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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
KWS
951
Keystone Wealth Services
California
$604K -$21.2K -179 -3%
EFA
952
Edge Financial Advisors
Illinois
$604K -$4.39K -37 -0.7%
WFAG
953
Wescott Financial Advisory Group
Pennsylvania
$604K +$593 +5 +0.1%
FCH
954
Freestone Capital Holdings
Washington
$603K +$22.6K +191 +4%
SW
955
SVB Wealth
Massachusetts
$602K -$495K -4,172 -45%
AFG
956
Allegheny Financial Group
Pennsylvania
$597K -$128K -1,082 -18%
ACM
957
Advance Capital Management
Michigan
$596K -$8.3K -70 -1%
LWM
958
LongView Wealth Management
Georgia
$596K +$56.9K +480 +11%
MIAS
959
Mason Investment Advisory Services
Virginia
$596K -$17.4K -147 -3%
WAM
960
WNY Asset Management
New York
$595K -$298K -2,511 -33%
MIA
961
MeadowBrook Investment Advisors
Michigan
$595K +$1.69M +14,234 +7,492%
ADL
962
Asset Dedication LLC
California
$591K -$14K -118 -2%
CAM
963
Covenant Asset Management
New Jersey
$590K -$5.1K -43 -0.9%
BRG
964
Bay Rivers Group
Virginia
$590K
AL
965
ADE LLC
Maryland
$589K -$58.8K -496 -9%
KSWA
966
Kathleen S. Wright Associates
Pennsylvania
$588K +$18K +152 +3%
VHAM
967
Van Hulzen Asset Management
California
$587K -$2.25K -19 -0.4%
AQR Capital Management
968
AQR Capital Management
Connecticut
$585K +$40.7K +343 +7%
MCM
969
MV Capital Management
Maryland
$583K
MSAM
970
Moloney Securities Asset Management
Missouri
$583K +$105K +888 +22%
AWA
971
Arbor Wealth Advisors
Michigan
$582K
DA
972
Detalus Advisors
Missouri
$579K +$24.7K +208 +4%
SSWM
973
Strait & Sound Wealth Management
California
$576K -$246K -2,078 -30%
MM
974
Meridian Management
Arkansas
$576K
CIBC World Market
975
CIBC World Market
Ontario, Canada
$574K +$22.6K +191 +4%

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.