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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
SF
1301
Slagle Financial
Illinois
$387K -$24.1K -185 -6%
BC
1302
Barrett & Company
Rhode Island
$385K
RFA
1303
Resurgent Financial Advisors
Georgia
$384K -$22.8K -175 -5%
TF
1304
Tudor Financial
Ohio
$383K -$58.5K -449 -13%
SB
1305
Simmons Bank
Arkansas
$383K
DI
1306
Disciplined Investments
Oklahoma
$382K +$391 +3 +0.1%
SIS
1307
Sound Income Strategies
Florida
$379K +$28.7K +220 +8%
ISL
1308
Ingalls & Snyder LLC
New York
$378K -$9.78K -75 -2%
OPWM
1309
Oregon Pacific Wealth Management
Oregon
$377K +$385K +2,952 New
RWML
1310
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$376K +$130 +1 +0%
MC
1311
Moors & Cabot
Massachusetts
$375K +$6.13K +47 +2%
WP
1312
WealthPLAN Partners
Nebraska
$374K +$25.4K +195 +7%
PEA
1313
Park Edge Advisors
Ohio
$373K +$122K +938 +47%
HC
1314
Hara Capital
Washington
$373K +$125K +961 +49%
RGC
1315
Roberts, Glore & Co
Illinois
$372K
NFG
1316
Nadler Financial Group
Illinois
$372K +$149K +1,141 +64%
NEPPG
1317
New England Professional Planning Group
Rhode Island
$370K
CWM
1318
Chemistry Wealth Management
New York
$370K
DB
1319
Dravo Bay
Delaware
$370K +$20.2K +155 +6%
SCM
1320
Saxony Capital Management
Missouri
$369K
CWA
1321
Clarity Wealth Advisors
California
$368K -$652 -5 -0.2%
PPWM
1322
Paragon Private Wealth Management
Kentucky
$368K +$83.1K +637 +28%
FNWM
1323
Financial Network Wealth Management
Utah
$366K -$10.7K -82 -3%
AA
1324
AlphaCentric Advisors
Puerto Rico
$365K +$5.61K +43 +2%
WP
1325
Westmount Partners
California
$364K +$3.52K +27 +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.