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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
SWA
1051
Sightline Wealth Advisors
Connecticut
$475K -$22.1K -186 -4%
NIM
1052
Northeast Investment Management
Massachusetts
$475K
MMPW
1053
Mitchell McLeod Pugh & Williams
Alabama
$475K -$16.7K -141 -3%
SWM
1054
SeaCrest Wealth Management
New York
$475K -$2.25K -19 -0.5%
MPM
1055
MBB Public Markets
Illinois
$474K
SWA
1056
Strategies Wealth Advisors
Michigan
$474K +$4.03K +34 +0.9%
Daiwa Securities Group
1057
Daiwa Securities Group
Japan
$474K -$71.2K -600 -13%
MPW
1058
MGO Private Wealth
California
$474K -$16.6K -140 -3%
EWM
1059
Evercore Wealth Management
New York
$472K
SDAM
1060
Shulman DeMeo Asset Management
New York
$470K -$1.3K -11 -0.3%
TA
1061
TrueWealth Advisors
Alabama
$469K -$7.71K -65 -2%
MWM
1062
MBE Wealth Management
Wisconsin
$468K -$38.7K -326 -8%
NHC
1063
Nicholas Hoffman & Company
Georgia
$467K +$237K +2,000 +103%
PCS
1064
Private Client Services
Kentucky
$465K -$37.2K -314 -7%
FFG
1065
Frisch Financial Group
New York
$465K +$237 +2 +0.1%
JFG
1066
Jefferies Financial Group
New York
$465K
SNB
1067
Security National Bank
Nebraska
$463K -$26.2K -221 -5%
LNB
1068
Ledyard National Bank
$461K -$6.17K -52 -1%
JCM
1069
Jacobi Capital Management
Pennsylvania
$460K -$13.9K -117 -3%
GM
1070
GeoWealth Management
Illinois
$458K -$84.8K -715 -16%
RIS
1071
Retirement Income Solutions
Michigan
$457K -$85.4K -720 -16%
IF
1072
Intrua Financial
Texas
$456K -$15.5K -131 -3%
OSNBOA
1073
Old Second National Bank of Aurora
Illinois
$454K
HWMA
1074
Heritage Wealth Management (Arizona)
Arizona
$452K
HFO
1075
Heritage Family Offices
Arizona
$452K +$452K +3,813 New

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.