We are live on ! Find out more
VYM icon

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
SWM
1001
Sterling Wealth Management
Illinois
$769K
Empower Advisory Group
1002
Empower Advisory Group
Colorado
$763K +$171K +1,311 +28%
SFG
1003
Seamount Financial Group
Colorado
$756K +$394K +3,022 +104%
WG
1004
Welch Group
Alabama
$755K
WC
1005
Wynn Capital
Georgia
$752K
PFGIA
1006
Patriot Financial Group Insurance Agency
Massachusetts
$750K -$20.5K -157 -3%
MSS
1007
Mitchell Sinkler & Starr
Pennsylvania
$748K
HWA
1008
HHM Wealth Advisors
Tennessee
$745K
FFA
1009
Fragasso Financial Advisors
Pennsylvania
$741K -$201K -1,538 -21%
SFC
1010
Strategic Financial Concepts
Texas
$740K +$372K +2,850 +97%
HIS
1011
Horizon Investment Services
Indiana
$738K +$33.1K +254 +5%
KWS
1012
Keystone Wealth Services
California
$736K -$31.6K -242 -4%
LDB
1013
Lee, Danner & Bass
Tennessee
$735K
JC
1014
JB Capital
Connecticut
$731K -$348K -2,671 -32%
CT
1015
Caldwell Trust
Florida
$731K -$19.6K -150 -3%
AWM
1016
Angeles Wealth Management
California
$729K -$11.2K -86 -1%
CKAIS
1017
Christensen King & Associates Investment Services
Washington
$726K +$52.7K +404 +8%
GP
1018
Geneva Partners
Wisconsin
$724K +$19.4K +149 +3%
CCP
1019
Clarity Capital Partners
California
$721K -$7.17K -55 -1%
RIA
1020
Richwood Investment Advisors
Ohio
$721K -$1.17K -9 -0.2%
FA
1021
Fiduciary Alliance
South Carolina
$718K +$347K +2,658 +90%
MA
1022
MONECO Advisors
Connecticut
$715K +$130K +994 +22%
RCA
1023
Resonant Capital Advisors
Wisconsin
$715K
JGIA
1024
Jackson Grant Investment Advisers
Connecticut
$712K +$2.35K +18 +0.3%
MC
1025
Mathes Company
New York
$710K

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.