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
MM
1076
Meridian Management
Arkansas
$619K
MCFP
1077
Mallini Complete Financial Planning
Florida
$618K
FCAM
1078
First Citizens Asset Management
North Carolina
$616K -$82.7K -634 -12%
PP
1079
PDS Planning
Ohio
$614K +$1.43K +11 +0.2%
CWA
1080
CM Wealth Advisors
Ohio
$613K
MAG
1081
Mayfair Advisory Group
Alabama
$613K +$1.04K +8 +0.2%
BL
1082
BFSG LLC
California
$613K -$170K -1,300 -21%
AF
1083
Aldebaran Financial
$613K +$627K +4,812 New
CWM
1084
Cedar Wealth Management
California
$612K -$386K -2,964 -38%
ITB
1085
Idaho Trust Bank
Idaho
$612K -$543K -4,164 -46%
FWCM
1086
Ferguson Wellman Capital Management
Oregon
$611K -$78.5K -602 -11%
IAG
1087
Ipsen Advisor Group
Arkansas
$610K +$623K +4,779 New
HCC
1088
Hirtle Callaghan & Co
Pennsylvania
$608K
HSWM
1089
Hubbell Strickland Wealth Management
Louisiana
$607K +$7.95K +61 +1%
BFO
1090
Boston Family Office
Massachusetts
$605K
GLR
1091
Great Lakes Retirement
Ohio
$604K -$11.3K -87 -2%
SWM
1092
SeaCrest Wealth Management
New York
$603K -$134K -1,024 -18%
QCG
1093
Quadrant Capital Group
Ohio
$602K
SC
1094
Summa Corp
Texas
$600K
AL
1095
ADE LLC
Maryland
$598K +$522 +4 +0.1%
SWM
1096
SigFig Wealth Management
California
$596K +$12.4K +95 +2%
TVAMP
1097
Tennessee Valley Asset Management Partners
Tennessee
$595K -$36.9K -283 -6%
BRG
1098
Bay Rivers Group
Virginia
$595K +$19.6K +150 +3%
SP
1099
SWS Partners
Ohio
$595K -$3.81M -29,189 -86%
HFS
1100
Heritage Financial Services
Massachusetts
$592K +$605K +4,643 New

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.