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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
PGA
1151
Portland Global Advisors
Maine
$523K
BWP
1152
BSW Wealth Partners
Colorado
$522K +$9.91K +76 +2%
SWA
1153
Sax Wealth Advisors
New Jersey
$521K
QWP
1154
Quotient Wealth Partners
Texas
$518K +$65.2K +500 +14%
OAS
1155
Optivise Advisory Services
Tennessee
$518K +$38.9K +298 +8%
MF
1156
Meridian Financial
Massachusetts
$516K +$13K +100 +3%
PCS
1157
Private Client Services
Kentucky
$513K -$1.3K -10 -0.2%
FC
1158
Fusion Capital
South Carolina
$513K -$2.09K -16 -0.4%
SAM
1159
S.A. Mason
Michigan
$512K -$1.3K -10 -0.2%
NIM
1160
Northeast Investment Management
Massachusetts
$511K
MMPW
1161
Mitchell McLeod Pugh & Williams
Alabama
$511K
WE
1162
Wealth Effects
Massachusetts
$510K -$26.5K -203 -5%
Renaissance Technologies
1163
Renaissance Technologies
New York
$510K -$2.79M -21,363 -84%
EWM
1164
Evercore Wealth Management
New York
$508K
SIA
1165
Strategic Investment Advisors
Michigan
$508K +$519K +3,980 New
EFG
1166
Elios Financial Group
Ohio
$507K +$3.78K +29 +0.7%
SHF
1167
Safe Harbor Fiduciary
Florida
$506K -$8.21K -63 -2%
NHC
1168
Nicholas Hoffman & Company
Georgia
$503K
PVI
1169
Pine Valley Investments
New Jersey
$502K +$6.65K +51 +1%
OSNBOA
1170
Old Second National Bank of Aurora
Illinois
$501K +$12.5K +96 +3%
JFG
1171
Jefferies Financial Group
New York
$500K
KPWG
1172
KFA Private Wealth Group
Virginia
$499K +$267K +2,050 +110%
BDF
1173
Black Diamond Financial
Maryland
$499K +$2.09K +16 +0.4%
FAG
1174
Fortitude Advisory Group
Washington
$496K +$169K +1,296 +50%
TA
1175
TrueWealth Advisors
Alabama
$495K

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.