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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
BCM
1201
Becker Capital Management
Oregon
$473K +$12.5K +96 +3%
PWA
1202
Provenance Wealth Advisors
Florida
$472K -$85.7K -657 -15%
HWA
1203
Heritage Wealth Advisors
Virginia
$470K
OC
1204
Optima Capital
Oregon
$469K +$480K +3,678 New
HWMG
1205
Hurlow Wealth Management Group
Indiana
$469K -$6.26K -48 -1%
TCM
1206
Triumph Capital Management
Colorado
$469K
CFG
1207
Cornerstone Financial Group
Nebraska
$467K +$477K +3,656 New
WH
1208
Willner & Heller
California
$465K -$3.78K -29 -0.8%
Fisher Asset Management
1209
Fisher Asset Management
Washington
$465K +$263K +2,018 +124%
MPW
1210
Monterey Private Wealth
California
$465K +$117K +900 +33%
SPWG
1211
Syntegra Private Wealth Group
Missouri
$459K -$11.7K -90 -2%
BFC
1212
Blue Fin Capital
Rhode Island
$458K
PCA
1213
Peddock Capital Advisors
Massachusetts
$457K
PWG
1214
Portside Wealth Group
Utah
$455K +$127K +974 +38%
WW
1215
Waterfront Wealth
Kansas
$455K +$13K +100 +3%
WA
1216
WESPAC Advisors
California
$449K +$459K +3,521 New
MF
1217
Manuka Financial
Virginia
$448K +$458K +3,514 New
UAG
1218
United Advisor Group
Ohio
$448K +$35.9K +275 +9%
PWM
1219
PBMares Wealth Management
Virginia
$448K +$17.3K +133 +4%
SA
1220
Scarborough Advisors
Maryland
$447K -$12K -92 -3%
MWM
1221
MBE Wealth Management
Wisconsin
$446K -$95.7K -734 -17%
EWA
1222
Emergent Wealth Advisors
New York
$446K +$2.74K +21 +0.6%
MM
1223
Main Management
California
$446K -$6.91K -53 -1%
ACA
1224
Aspire Capital Advisors
Washington
$446K +$456K +3,495 New
FFA
1225
Florida Financial Advisors
Florida
$443K +$147K +1,127 +48%

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.