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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
LPT
1126
Legacy Private Trust
Wisconsin
$404K -$34.6K -292 -8%
BCM
1127
Becker Capital Management
Oregon
$402K +$6.52K +55 +2%
CNBT
1128
Canandaigua National Bank & Trust
New York
$401K +$401K +3,383 New
PWM
1129
PBMares Wealth Management
Virginia
$400K +$356 +3 +0.1%
MWM
1130
Maltin Wealth Management
New Jersey
$399K +$2.49K +21 +0.6%
CFG
1131
Clayton Financial Group
Missouri
$399K
T
1132
TNF
Montana
$398K -$356 -3 -0.1%
SWP
1133
Semus Wealth Partners
Florida
$397K -$16.2K -137 -4%
AWA
1134
Aaron Wealth Advisors
Illinois
$396K
RWA
1135
Redmont Wealth Advisors
Illinois
$396K
SPA
1136
Sentinel Pension Advisors
Massachusetts
$396K +$356 +3 +0.1%
NEPPG
1137
New England Professional Planning Group
Rhode Island
$394K
AWA
1138
Authentikos Wealth Advisory
California
$393K -$4.03K -34 -1%
REMPR
1139
Roof Eidam Maycock Peralta (REMP)
California
$391K -$35.6K -300 -8%
PCMF
1140
Private Capital Management (Florida)
Florida
$391K -$7K -59 -2%
WC
1141
Waterloo Capital
Texas
$390K -$580K -4,895 -60%
APA
1142
Astoria Portfolio Advisors
New York
$390K +$1.3K +11 +0.3%
BF
1143
BOK Financial
Oklahoma
$389K -$242K -2,037 -38%
WFS
1144
Weitzel Financial Services
Iowa
$389K -$3.2K -27 -0.8%
Luther King Capital Management (LKCM)
1145
Luther King Capital Management (LKCM)
Texas
$387K
MPPW
1146
Mitchell & Pahl Private Wealth
Oklahoma
$386K
MAWAG
1147
Mid-American Wealth Advisory Group
Missouri
$385K -$77.7K -655 -17%
EFL
1148
ERn Financial LLC
Wisconsin
$385K +$385K +3,244 New
FNBOO
1149
First National Bank of Omaha
Nebraska
$384K +$384K +3,240 New
GT
1150
Greenleaf Trust
Michigan
$384K +$63.4K +535 +20%

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.