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
AWCI
1276
Alpine Woods Capital Investors
New York
$408K
CAMV
1277
Concord Asset Management (Virginia)
Virginia
$407K +$30.6K +235 +8%
FFA
1278
First Foundation Advisors
California
$407K -$15.4K -118 -4%
NW
1279
NewEdge Wealth
Pennsylvania
$407K +$162K +1,244 +64%
WCF
1280
West Coast Financial
California
$405K -$3.78K -29 -0.9%
CIAS
1281
CFS Investment Advisory Services
New Jersey
$404K
UCB
1282
United Community Bank
South Carolina
$403K
PPWP
1283
Premier Path Wealth Partners
New Jersey
$402K +$44.2K +339 +12%
CWP
1284
Cyndeo Wealth Partners
Florida
$400K
TWA
1285
TCI Wealth Advisors
Arizona
$399K -$122K -936 -23%
NPFS
1286
Novak & Powell Financial Services
Florida
$399K -$56.3K -432 -12%
AWM
1287
Ameliora Wealth Management
Switzerland
$398K
TWA
1288
Trellis Wealth Advisors
California
$398K +$407K +3,118 New
BWG
1289
Balanced Wealth Group
Ohio
$395K +$522 +4 +0.1%
MFG
1290
Mosaic Financial Group
Illinois
$395K
GWM
1291
GDS Wealth Management
Texas
$395K +$261 +2 +0.1%
ZIM
1292
Zacks Investment Management
Illinois
$394K -$46.2K -354 -10%
EFL
1293
ERn Financial LLC
Wisconsin
$394K -$20.3K -156 -5%
JBA
1294
Johnson Bixby & Associates
Washington
$394K -$107K -817 -21%
CFP
1295
Comprehensive Financial Planning
Pennsylvania
$393K +$402K +3,083 New
PPC
1296
Pennington Partners & Co
Maryland
$392K +$401K +3,073 New
KWM
1297
Keebeck Wealth Management
Illinois
$391K +$3.13K +24 +0.8%
SC
1298
Stephens Consulting
Michigan
$390K -$8.87K -68 -2%
GTAM
1299
Global Trust Asset Management
Florida
$388K -$13K -100 -3%
AWA
1300
Authentikos Wealth Advisory
California
$387K -$70K -537 -15%

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.