We are live on ! Find out more
VYM icon

Vanguard High Dividend Yield ETF
VYM

1,587 hedge funds and large institutions have $19.7B invested in Vanguard High Dividend Yield ETF in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 623 increasing their positions, 585 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,060% more call options, than puts

Call options by funds: $208M | Put options by funds: $18M

13% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 87

6% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 585

0.6% less ownership

Funds ownership: 37.9% → 37.29% (-0.6%)

1% less funds holding

Funds holding: 1,602 → 1,587 (-15)

3% less capital invested

Capital invested by funds: $20.3B → $19.7B (-$673M)

8% less funds holding in top 10

Funds holding in top 10: 159 → 147 (-12)

Holders
1,587
Holders Change
-15
Holders Change %
-0.94%
% of All Funds
22.92%
Holding in Top 10
147
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-7.55%
% of All Funds
2.12%
New
98
Increased
623
Reduced
585
Closed
87
Calls
$208M
Puts
$18M
Net Calls
+$190M
Net Calls Change
+$27.9M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$99.1M
2
SFC
Strategic Financial Concepts
Texas
+$42.7M
3
HighTower Advisors
HighTower Advisors
Illinois
+$27.8M
4
LPL Financial
LPL Financial
California
+$27.1M
5
OHWA
Oak Hill Wealth Advisors
Virginia
+$21.6M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.8M
2
WFM
Wolff Financial Management
Michigan
-$24.6M
3
UBS Group
UBS Group
Switzerland
-$23.8M
4
HFA
Highland Financial Advisors
New Jersey
-$17.5M
5
LNC
Lincoln National Corp
Pennsylvania
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1351
Lake Street Private Wealth
Illinois
$237K +$593 +5 +0.3%
RVPG
1352
Relative Value Partners Group
$237K +$237K +1,996 New
GD
1353
Grandfield & Dodd
New York
$236K – – –
A
1354
Allianz
Germany
$236K – – –
DWM
1355
Diversify Wealth Management
Utah
$236K +$237K +2,000 New
PEA
1356
Park Edge Advisors
Ohio
$236K – – –
EP
1357
Edgestream Partners
New Jersey
$235K +$235K +1,985 New
FLA
1358
Financial Life Advisors
Texas
$235K -$137K -1,157 -37%
SAF
1359
Smith Anglin Financial
Texas
$234K -$1.78K -15 -0.8%
TFM
1360
TFC Financial Management
Massachusetts
$233K – – –
Legacy Financial Group (Iowa)
1361
Legacy Financial Group (Iowa)
Iowa
$233K +$119 +1 +0.1%
CAAS
1362
Capital Asset Advisory Services
Michigan
$232K +$232K +1,953 New
TSMHT
1363
Thurston Springer Miller Herd & Titak
Indiana
$232K +$232K +1,954 New
AWM
1364
Axxcess Wealth Management
California
$232K +$232K +1,953 New
TAM
1365
Tucker Asset Management
Colorado
$232K -$88.6K -747 -28%
GSIAS
1366
Garden State Investment Advisory Services
New Jersey
$231K +$231K +1,945 New
GWM
1367
GDS Wealth Management
Texas
$230K – – –
ACM
1368
Avalon Capital Management
California
$230K +$1.9K +16 +0.8%
SOS
1369
Silver Oak Securities
Tennessee
$228K +$593 +5 +0.3%
ZRP
1370
Zynergy Retirement Planning
New Jersey
$227K +$227K +1,916 New
SFS
1371
Security Financial Services
Indiana
$227K -$42.1K -355 -16%
TCM
1372
Towercrest Capital Management
Pennsylvania
$227K +$227K +1,915 New
CCA
1373
Clearwater Capital Advisors
Illinois
$227K +$30.2K +255 +15%
MECA
1374
Miller Equity Capital Advisors
Texas
$227K – – –
FFL
1375
Financial Freedom LLC
Ohio
$226K -$102K -856 -31%
53 54
55
56 57

VYM Hedge Fund Activity: Q2 2024 in Review

1,587 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2024, worth a combined $19.7B — down 3.3% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VYM positions and 87 closed out — a net gain of 11 holders — while 623 added to existing stakes and 585 trimmed.

The largest buyer was Charles Schwab, adding an estimated $99.1M. The largest seller was Royal Bank of Canada, cutting an estimated $28.8M.

  • 1,587 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2024, down from 1,602 in Q1 2024.
  • Funds reported $19.7B of Vanguard High Dividend Yield ETF stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 98 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2024 and 87 closed out, a net change of +11 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q2 2024 was Charles Schwab, an estimated $99.1M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $28.8M sold.

Based on aggregated 13F filings for Q2 2024.