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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
PMFA
1101
Plante Moran Financial Advisors
Michigan
$426K +$40.8K +344 +11%
BFC
1102
Blue Fin Capital
Rhode Island
$426K
CWM
1103
Castle Wealth Management
Florida
$425K +$356 +3 +0.1%
FTS
1104
Fifth Third Securities
Ohio
$424K -$15.3K -129 -3%
BDF
1105
Black Diamond Financial
Maryland
$424K +$89.1K +751 +27%
QWP
1106
Quotient Wealth Partners
Texas
$422K -$144K -1,213 -25%
AIP
1107
Ameritas Investment Partners
Nebraska
$422K -$2.37K -20 -0.6%
DWM
1108
Destination Wealth Management
California
$421K +$107K +902 +34%
MM
1109
Main Management
California
$421K
WB
1110
WesBanco Bank
West Virginia
$421K -$1.78K -15 -0.4%
PRS
1111
Pinkerton Retirement Specialists
Idaho
$421K +$119 +1 +0%
GLA
1112
Good Life Advisors
Pennsylvania
$421K +$11.7K +99 +3%
WWP
1113
Waypoint Wealth Partners
California
$421K
MSF
1114
Mustard Seed Financial
Arkansas
$420K +$830 +7 +0.2%
NIC
1115
Northwest Investment Counselors
Oregon
$418K +$19.4K +164 +5%
Kovitz Investment Group Partners
1116
Kovitz Investment Group Partners
Illinois
$416K -$55.7K -470 -12%
FNWA
1117
Financial Network Wealth Advisors
Utah
$415K +$104K +877 +33%
EWA
1118
Emergent Wealth Advisors
New York
$414K +$34.6K +292 +9%
KOMWMG
1119
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$413K +$1.3K +11 +0.3%
MA
1120
Montag & Associates
Georgia
$410K
EFG
1121
Ehrlich Financial Group
California
$409K +$193K +1,630 +90%
TTWM
1122
TCV Trust & Wealth Management
Virginia
$407K
HSG
1123
Helen Stephens Group
Texas
$406K -$1.3K -11 -0.3%
YIA
1124
YHB Investment Advisors
Connecticut
$404K -$173K -1,460 -30%
EBA
1125
Eagle Bay Advisors
New York
$404K

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.