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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
FFN
101
Focus Financial Network
Minnesota
$28.2M -$1.49M -11,410 -5%
TC
102
TownSquare Capital
Utah
$28.2M +$4.96M +38,060 +21%
Lido Advisors
103
Lido Advisors
California
$28.1M +$3.29M +25,193 +13%
PCWA
104
Pacific Capital Wealth Advisors
California
$28.1M +$2.2M +16,877 +8%
BCP
105
Berkeley Capital Partners
Georgia
$28M +$175K +1,344 +0.6%
VVP
106
Venture Visionary Partners
Ohio
$27.8M +$6.52K +50 +0%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$27.5M +$1.81M +13,908 +7%
DC
108
DeDora Capital
California
$27M -$191K -1,465 -0.7%
USAA
109
United Services Automobile Association
Texas
$27M -$326K -2,499 -1%
R
110
Rebalance
California
$26.5M -$2.29M -17,550 -8%
GA
111
GSG Advisors
New Jersey
$26.4M +$119K +914 +0.4%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$26.3M +$1.31M +10,025 +5%
FWM
113
Focused Wealth Management
New York
$26.3M +$90.4K +693 +0.3%
WFM
114
Wolff Financial Management
Michigan
$26.2M -$376K -2,886 -1%
WT
115
Washington Trust
Rhode Island
$26M -$1.19M -9,136 -4%
Kovitz Investment Group Partners
116
Kovitz Investment Group Partners
Illinois
$25.9M +$3.65M +28,018 +16%
NEAM
117
New England Asset Management
Connecticut
$25.8M +$287K +2,200 +1%
SFBLI
118
Southern Farm Bureau Life Insurance
Mississippi
$25.5M
Comerica Bank
119
Comerica Bank
Texas
$25.5M -$433K -3,318 -2%
RBC
120
Roble Belko & Company
Pennsylvania
$25.3M +$59.2K +454 +0.2%
FNBT
121
FineMark National Bank & Trust
Florida
$25.2M -$220K -1,688 -0.8%
IA
122
IFG Advisory
Georgia
$24.9M -$70.2K -538 -0.3%
AGA
123
Arkos Global Advisors
Texas
$24.7M -$370K -2,835 -1%
DI
124
DAGCO Inc
Ohio
$24.4M +$4.54M +34,817 +22%
MF
125
Montis Financial
Massachusetts
$24.3M -$208K -1,596 -0.8%

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.