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Vanguard High Dividend Yield ETF

1,796 hedge funds and large institutions have $21.6B invested in Vanguard High Dividend Yield ETF in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 718 increasing their positions, 663 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $267M | Put options by funds: $41.5M

42% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 83

3% more funds holding in top 10

Funds holding in top 10: 172177 (+5)

8% more repeat investments, than reductions

Existing positions increased: 718 | Existing positions reduced: 663

0% less funds holding

Funds holding: 1,7971,796 (-1)

1.51% less ownership

Funds ownership: 38.51%37.01% (-1.5%)

13% less capital invested

Capital invested by funds: $24.9B → $21.6B (-$3.28B)

Holders
1,796
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
24.08%
Holding in Top 10
177
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.91%
% of All Funds
2.37%
New
118
Increased
718
Reduced
663
Closed
83
Calls
$267M
Puts
$41.5M
Net Calls
+$225M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
RRA
76
Round Rock Advisors
Connecticut
$37.7M +$3.55M +27,092 +10%
PWMAG
77
Pinnacle Wealth Management Advisory Group
New Jersey
$37.7M -$92.9K -710 -0.2%
BOH
78
Bank of Hawaii
Hawaii
$37.3M -$11.6M -88,300 -23%
ST
79
Sabal Trust
Florida
$37.2M -$968K -7,392 -2%
TCM
80
Twele Capital Management
Minnesota
$37.1M -$48K -367 -0.1%
ZF
81
Zhang Financial
Michigan
$37M +$972K +7,426 +3%
WANY
82
Wealthspire Advisors (New York)
New York
$35.3M +$17.2M +131,530 +93%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$35.2M +$1.37M +10,489 +4%
BWM
84
Buska Wealth Management
Wisconsin
$34.5M +$2.09M +15,962 +6%
IHWM
85
Iron Horse Wealth Management
Iowa
$33.9M +$1.15M +8,756 +3%
HWA
86
Heartwood Wealth Advisors
Virginia
$32.9M -$1.36M -10,374 -4%
NEAM
87
New England Asset Management
Connecticut
$32.1M +$6.13M +46,790 +23%
KeyBank National Association
88
KeyBank National Association
Ohio
$32.1M -$596K -4,554 -2%
HI
89
Human Investing
Oregon
$32M +$704K +5,377 +2%
AWM
90
Act Wealth Management
Texas
$31.8M +$1.01M +7,680 +3%
SEI Investments
91
SEI Investments
Pennsylvania
$31.3M -$299K -2,285 -0.9%
Corient Private Wealth
92
Corient Private Wealth
Florida
$30.7M -$2.32M -17,755 -7%
Lido Advisors
93
Lido Advisors
California
$30.5M +$2.12M +16,225 +7%
DC
94
Davenport & Co
Virginia
$30.4M +$1.1M +8,398 +4%
BFG
95
Beacon Financial Group
Texas
$30.2M -$2.02M -15,405 -6%
BPA
96
Beacon Pointe Advisors
California
$30.1M -$270K -2,066 -0.9%
CCA
97
Conservest Capital Advisors
Pennsylvania
$29.8M -$70.6K -539 -0.2%
CBT
98
Crews Bank & Trust
Florida
$29M +$369K +2,819 +1%
PCWA
99
Pacific Capital Wealth Advisors
California
$28.8M +$391K +2,984 +1%
MFG
100
Merit Financial Group
Georgia
$28.6M +$11.4M +87,209 +65%

VYM Hedge Fund Activity: Q1 2025 in Review

1,796 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2025, worth a combined $21.6B — down 13% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new VYM positions and 83 closed out — a net gain of 35 holders — while 718 added to existing stakes and 663 trimmed.

The largest buyer was SCS Capital Management, opening a new position worth an estimated $202M. The largest seller was Sumitomo Life Insurance, cutting an estimated $1.23B.

  • 1,796 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2025, down from 1,797 in Q4 2024.
  • Funds reported $21.6B of Vanguard High Dividend Yield ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 118 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2025 and 83 closed out, a net change of +35 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q1 2025 was SCS Capital Management, an estimated $202M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q1 2025 was Sumitomo Life Insurance, an estimated $1.23B sold.

Based on aggregated 13F filings for Q1 2025.