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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
MWC
76
MBM Wealth Consultants
Missouri
$40.6M +$788K +6,041 +2%
ST
77
Sabal Trust
Florida
$37.7M +$1.98M +15,191 +5%
PWMAG
78
Pinnacle Wealth Management Advisory Group
New Jersey
$37.4M +$1.28M +9,837 +3%
TCM
79
Twele Capital Management
Minnesota
$36.8M -$674K -5,169 -2%
NA
80
NewEdge Advisors
Louisiana
$36.4M +$1.21M +9,255 +3%
ZF
81
Zhang Financial
Michigan
$35.7M +$665K +5,101 +2%
AAS
82
Avantax Advisory Services
Texas
$35.5M +$673K +5,164 +2%
HWA
83
Heartwood Wealth Advisors
Virginia
$33.9M +$278K +2,131 +0.8%
RRA
84
Round Rock Advisors
Connecticut
$33.9M -$257K -1,970 -0.7%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$33.5M +$7.49M +57,426 +28%
Corient Private Wealth
86
Corient Private Wealth
Florida
$32.6M -$3.01M -23,091 -8%
IHWM
87
Iron Horse Wealth Management
Iowa
$32.4M +$1.15M +8,813 +4%
KeyBank National Association
88
KeyBank National Association
Ohio
$32.3M -$486K -3,725 -1%
BWM
89
Buska Wealth Management
Wisconsin
$32.1M +$4.05M +31,038 +14%
BFG
90
Beacon Financial Group
Texas
$31.8M -$286K -2,192 -0.9%
SEI Investments
91
SEI Investments
Pennsylvania
$31.2M +$353K +2,709 +1%
HI
92
Human Investing
Oregon
$30.9M +$1.33M +10,192 +4%
OCG
93
Opus Capital Group
Ohio
$30.7M -$470K -3,605 -1%
AWM
94
Act Wealth Management
Texas
$30.4M -$262K -2,006 -0.8%
SA
95
Sanctuary Advisors
Indiana
$30.2M -$913K -7,002 -3%
BPA
96
Beacon Pointe Advisors
California
$30M +$473K +3,631 +2%
CCA
97
Conservest Capital Advisors
Pennsylvania
$29.6M -$3.93M -30,143 -12%
DC
98
Davenport & Co
Virginia
$29M +$483K +3,707 +2%
RFC
99
Regions Financial Corp
Alabama
$28.4M +$1.36M +10,429 +5%
CBT
100
Crews Bank & Trust
Florida
$28.3M +$29M +222,191 New

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.