We are live on ! Find out more
VYM icon

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
PRS
1251
Pinkerton Retirement Specialists
Idaho
$427K +$130 +1 +0%
RWA
1252
Redmont Wealth Advisors
Illinois
$426K -$534K -4,099 -55%
AWA
1253
Aaron Wealth Advisors
Illinois
$426K
DC
1254
Dahring Cusmano
Michigan
$426K +$436K +3,341 New
QPWM
1255
Quadrant Private Wealth Management
Pennsylvania
$424K +$83.1K +637 +24%
FH
1256
FWG Holdings
Florida
$422K -$130 -1 -0%
REMPR
1257
Roof Eidam Maycock Peralta (REMP)
California
$421K
LPT
1258
Legacy Private Trust
Wisconsin
$421K -$28.9K -222 -6%
CPCM
1259
Cardinal Point Capital Management
Ontario, Canada
$421K
NG
1260
Norden Group
Utah
$420K -$110K -841 -20%
SDAM
1261
Shulman DeMeo Asset Management
New York
$419K -$88.8K -681 -17%
RWM
1262
Revisor Wealth Management
Ohio
$418K -$151K -1,160 -26%
BWM
1263
BCS Wealth Management
Tennessee
$416K +$425K +3,258 New
MPPW
1264
Mitchell & Pahl Private Wealth
Oklahoma
$415K
AWS
1265
Arkfeld Wealth Strategies
Nebraska
$415K +$12.9K +99 +3%
BF
1266
BOK Financial
Oklahoma
$414K
APA
1267
Astoria Portfolio Advisors
New York
$413K +$1.3K +10 +0.3%
GT
1268
Greenleaf Trust
Michigan
$413K
TFG
1269
Team Financial Group
California
$412K +$72.2K +554 +21%
PGAM
1270
Princeton Global Asset Management
New Jersey
$411K
VAG
1271
Vannoy Advisory Group
Texas
$411K
MAM
1272
MWA Asset Management
Massachusetts
$411K +$420K +3,218 New
CIA
1273
Cascade Investment Advisors
Oregon
$410K +$419K +3,215 New
LRPA
1274
L. Roy Papp & Associates
Arizona
$410K
Luther King Capital Management (LKCM)
1275
Luther King Capital Management (LKCM)
Texas
$410K

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.