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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
WFAG
1226
Wescott Financial Advisory Group
Pennsylvania
$442K +$391 +3 +0.1%
RWA
1227
River Wealth Advisors
Pennsylvania
$441K -$14.1K -108 -3%
MA
1228
Montag & Associates
Georgia
$441K
CWM
1229
Castle Wealth Management
Florida
$441K +$261 +2 +0.1%
BFS
1230
Bradley Foster & Sargent
Connecticut
$440K -$91.7K -703 -17%
ACM
1231
AUA Capital Management
Pennsylvania
$440K +$391 +3 +0.1%
RIS
1232
Retirement Income Solutions
Michigan
$439K -$53.9K -413 -11%
TTWM
1233
TCV Trust & Wealth Management
Virginia
$438K
MLA
1234
My Legacy Advisors
Oregon
$438K -$13.8K -106 -3%
SWA
1235
Sightline Wealth Advisors
Connecticut
$437K -$23.2K -178 -5%
BA
1236
Brightwater Advisory
Florida
$437K -$125K -957 -22%
DF
1237
Dunhill Financial
United Kingdom
$436K +$210K +1,614 +89%
VDBMI
1238
Van Den Berg Management I
Texas
$436K -$16.2K -124 -4%
EBA
1239
Eagle Bay Advisors
New York
$435K
Daiwa Securities Group
1240
Daiwa Securities Group
Japan
$434K -$113K -870 -20%
NAM
1241
NTV Asset Management
West Virginia
$434K +$443K +3,401 New
ANC
1242
Ames National Corp
Iowa
$434K +$443K +3,400 New
MWM
1243
Maltin Wealth Management
New Jersey
$433K +$2.48K +19 +0.6%
MFS
1244
Madrona Financial Services
Washington
$433K -$16.8K -129 -4%
KWAG
1245
Kiely Wealth Advisory Group
North Carolina
$433K +$131K +1,004 +45%
SWP
1246
Semus Wealth Partners
Florida
$432K +$2.61K +20 +0.6%
CNBT
1247
Canandaigua National Bank & Trust
New York
$432K
MSF
1248
Mustard Seed Financial
Arkansas
$430K +$652 +5 +0.1%
KOMWMG
1249
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$429K -$17.6K -135 -4%
WFS
1250
Weitzel Financial Services
Iowa
$429K -$4.96K -38 -1%

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.