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Vanguard High Dividend Yield ETF
VYM

1,652 hedge funds and large institutions have $22B invested in Vanguard High Dividend Yield ETF in 2024 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 679 increasing their positions, 543 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $247M | Put options by funds: $64.9M

181% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 47

25% more repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 543

12% more capital invested

Capital invested by funds: $19.7B → $22B (+$2.36B)

4% more funds holding

Funds holding: 1,587 → 1,652 (+65)

4% more funds holding in top 10

Funds holding in top 10: 147 → 153 (+6)

0.56% more ownership

Funds ownership: 37.29% → 37.86% (+0.56%)

Holders
1,652
Holders Change
+65
Holders Change %
+4.1%
% of All Funds
23.72%
Holding in Top 10
153
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.08%
% of All Funds
2.2%
New
132
Increased
679
Reduced
543
Closed
47
Calls
$247M
Puts
$64.9M
Net Calls
+$182M
Net Calls Change
-$8.65M

Top Buyers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
+$129M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$68.1M
3
B
Barings
North Carolina
+$57M
4
CWM
Congress Wealth Management
Massachusetts
+$45.7M
5
Bank of America
Bank of America
North Carolina
+$40.9M

Top Sellers

Rank Fund Capital Flow
1
BB
Bell Bank
North Dakota
-$53.5M
2
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
-$47.2M
3
SFC
Strategic Financial Concepts
Texas
-$44.8M
4
OHWA
Oak Hill Wealth Advisors
Virginia
-$22.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
1076
New Republic Capital
North Carolina
$532K -$294K -2,380 -36%
NG
1077
Norden Group
Utah
$529K +$133K +1,081 +35%
CLA
1078
Carnegie Lake Advisors
New Jersey
$529K +$510K +4,129 New
TVWM
1079
Tower View Wealth Management
Wisconsin
$527K +$10.7K +87 +2%
TLA
1080
Tanglewood Legacy Advisors
Texas
$526K – – –
ABWM
1081
Alpine Bank Wealth Management
Colorado
$526K +$506K +4,100 New
PGA
1082
Portland Global Advisors
Maine
$525K – – –
SWA
1083
Sax Wealth Advisors
New Jersey
$523K – – –
TWA
1084
TCI Wealth Advisors
Arizona
$521K +$124K +1,008 +33%
BLC
1085
Brown, Lisle/Cummings
Rhode Island
$517K – – –
FC
1086
Fusion Capital
South Carolina
$517K +$2.59K +21 +0.5%
PCS
1087
Private Client Services
Kentucky
$517K +$13.2K +107 +3%
SHF
1088
Safe Harbor Fiduciary
Florida
$516K +$497K +4,028 New
SWA
1089
Strategies Wealth Advisors
Michigan
$516K +$3.33K +27 +0.7%
SAM
1090
S.A. Mason
Michigan
$516K – – –
BWP
1091
BSW Wealth Partners
Colorado
$515K +$158K +1,282 +47%
NIM
1092
Northeast Investment Management
Massachusetts
$513K – – –
MMPW
1093
Mitchell McLeod Pugh & Williams
Alabama
$513K – – –
EWM
1094
Evercore Wealth Management
New York
$510K – – –
SDAM
1095
Shulman DeMeo Asset Management
New York
$508K +$123 +1 +0%
EFG
1096
Elios Financial Group
Ohio
$506K +$487K +3,948 New
CWP
1097
Concord Wealth Partners
Virginia
$506K -$23.8K -193 -5%
MF
1098
Meridian Financial
Massachusetts
$505K +$27.8K +225 +6%
NHC
1099
Nicholas Hoffman & Company
Georgia
$505K – – –
JFG
1100
Jefferies Financial Group
New York
$503K – – –
42 43
44
45 46

VYM Hedge Fund Activity: Q3 2024 in Review

1,652 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2024, worth a combined $22B — up 12% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new VYM positions and 47 closed out — a net gain of 85 holders — while 679 added to existing stakes and 543 trimmed.

The largest buyer was Howard Capital Management, opening a new position worth an estimated $129M. The largest seller was Bell Bank, cutting an estimated $53.5M.

  • 1,652 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2024, up from 1,587 in Q2 2024.
  • Funds reported $22B of Vanguard High Dividend Yield ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 132 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2024 and 47 closed out, a net change of +85 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2024 was Howard Capital Management, an estimated $129M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2024 was Bell Bank, an estimated $53.5M sold.

Based on aggregated 13F filings for Q3 2024.