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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
PPW
1101
Presilium Private Wealth
Pennsylvania
$591K -$913 -7 -0.2%
CWM
1102
Centurion Wealth Management
Virginia
$590K -$10.6K -81 -2%
SFP
1103
Sandbox Financial Partners
Maryland
$589K +$39K +299 +7%
WAM
1104
WNY Asset Management
New York
$588K -$111K -853 -16%
LJAC
1105
L.J. Altfest & Co
New York
$588K +$652 +5 +0.1%
TYCC
1106
Texas Yale Capital Corp
Florida
$587K +$20.9K +160 +4%
WA
1107
Wealthstar Advisors
Texas
$585K +$598K +4,587 New
CCWM
1108
Cassaday & Co Wealth Management
Virginia
$583K +$43.6K +334 +8%
FWIA
1109
Fort Washington Investment Advisors
Ohio
$579K
IA
1110
Insight Advisors
Pennsylvania
$576K +$12.5K +96 +2%
CSWM
1111
Cassady Schiller Wealth Management
Ohio
$574K
LW
1112
Libra Wealth
California
$574K
SWRP
1113
Summit Wealth & Retirement Planning
California
$572K
GSWM
1114
Golden State Wealth Management
California
$572K +$585K +4,485 New
BTI
1115
Blue Trust Inc
Georgia
$571K +$89.5K +686 +18%
PIWA
1116
Prevail Innovative Wealth Advisors
Kansas
$570K +$583K +4,468 New
TLA
1117
Tanglewood Legacy Advisors
Texas
$569K +$47.3K +363 +9%
HT
1118
Headlands Technologies
Illinois
$567K +$523K +4,013 +933%
SC
1119
SouthState Corp
Florida
$565K
IC
1120
Iconiq Capital
California
$565K +$4.3K +33 +0.8%
FNA
1121
First National Advisers
Nebraska
$561K
CRI
1122
Commonwealth Retirement Investments
Virginia
$558K -$88.8K -681 -13%
FFG
1123
Frisch Financial Group
New York
$558K +$261 +2 +0%
ML
1124
McAdam LLC
Pennsylvania
$556K +$6.39K +49 +1%
MWM
1125
Modern Wealth Management
Kansas
$556K +$568K +4,358 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.