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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
CS
1326
Cannell & Spears
New York
$363K +$1.04K +8 +0.3%
CFG
1327
Clayton Financial Group
Missouri
$363K -$58.5K -449 -14%
APIM
1328
Agate Pass Investment Management
Washington
$362K
TAM
1329
Townsend Asset Management
North Carolina
$361K +$1.83K +14 +0.5%
FWI
1330
Facet Wealth Inc
Maryland
$361K +$35.7K +274 +11%
WB
1331
WesBanco Bank
West Virginia
$358K -$103K -787 -22%
PSCM
1332
Per Stirling Capital Management
Texas
$356K -$674K -5,169 -65%
TFCP
1333
Twin Focus Capital Partners
Massachusetts
$355K
MAMG
1334
Milestone Asset Management Group
Connecticut
$351K +$359K +2,751 New
SSC
1335
Syverson Strege & Co
Iowa
$351K +$359K +2,751 New
MWM
1336
MY Wealth Management
Maryland
$351K
SCA
1337
Sandy Cove Advisors
Massachusetts
$351K +$26.2K +201 +8%
EB
1338
Exchange Bank
California
$350K -$6.52K -50 -2%
MFC
1339
Morris Financial Concepts
South Carolina
$350K -$42.6K -327 -11%
FNWA
1340
Financial Network Wealth Advisors
Utah
$349K -$150K -1,149 -30%
MG
1341
MilWealth Group
Wisconsin
$348K -$18.4K -141 -5%
BAM
1342
Belpointe Asset Management
Nevada
$348K +$15.6K +120 +5%
FCA
1343
Fortis Capital Advisors
Kansas
$348K +$15.6K +120 +5%
GFA
1344
Gallagher Fiduciary Advisors
Illinois
$346K +$125K +955 +54%
KCM
1345
Kanawha Capital Management
Virginia
$346K
SWIG
1346
Strategic Wealth Investment Group
Kentucky
$342K +$9.65K +74 +3%
TPWM
1347
Twelve Points Wealth Management
Massachusetts
$341K -$24.3K -186 -7%
GFPC
1348
Global Financial Private Client
Florida
$341K
CVM
1349
Cheviot Value Management
California
$340K +$347K +2,662 New
CIBC Asset Management
1350
CIBC Asset Management
Ontario, Canada
$339K

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.