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
SFGP
1051
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$654K +$668K +5,125 New
EWA
1052
Elevate Wealth Advisory
Georgia
$653K +$36.9K +283 +6%
ACP
1053
Aveo Capital Partners
Colorado
$653K +$326K +2,503 +96%
CWM
1054
Cahaba Wealth Management
Georgia
$653K -$8.87K -68 -1%
CAL
1055
Capital Advisors Ltd
Ohio
$651K +$26.7K +205 +4%
IPW
1056
Invictus Private Wealth
Colorado
$649K -$12.8K -98 -2%
VWA
1057
Visionary Wealth Advisors
Illinois
$649K +$24.3K +186 +4%
BAS
1058
Breakthru Advisory Services
Wisconsin
$648K +$662K +5,077 New
EFA
1059
Edge Financial Advisors
Illinois
$647K -$4.17K -32 -0.6%
RFA
1060
Register Financial Advisors
Georgia
$644K -$16.3K -125 -2%
BIA
1061
Barry Investment Advisors
Massachusetts
$641K -$144K -1,103 -18%
DWM
1062
Destination Wealth Management
California
$641K +$211K +1,622 +48%
VHAM
1063
Van Hulzen Asset Management
California
$641K -$19.6K -150 -3%
BC
1064
Brio Consultants
California
$638K -$522 -4 -0.1%
CAM
1065
Covenant Asset Management
New Jersey
$636K -$522 -4 -0.1%
ACM
1066
Advance Capital Management
Michigan
$634K -$8.08K -62 -1%
RS
1067
Rakuten Securities
Japan
$630K +$562K +4,311 +684%
MIAS
1068
Mason Investment Advisory Services
Virginia
$629K +$391 +3 +0.1%
BWP
1069
Balboa Wealth Partners
Arizona
$628K -$5.22K -40 -0.8%
CLP
1070
Charis Legacy Partners
Texas
$627K +$640K +4,912 New
MCM
1071
MV Capital Management
Maryland
$627K
AWA
1072
Arbor Wealth Advisors
Michigan
$626K
CA
1073
Claris Advisors
Missouri
$625K +$639K +4,900 New
NLWP
1074
Next Level Wealth Planning
Idaho
$624K +$638K +4,892 New
PAI
1075
Pittenger & Anderson Inc
Nebraska
$621K

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.