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Vanguard High Dividend Yield ETF
VYM

1,569 hedge funds and large institutions have $20.1B invested in Vanguard High Dividend Yield ETF in 2023 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 533 increasing their positions, 618 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $144M | Put options by funds: $35M

250% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 60

13% more capital invested

Capital invested by funds: $17.8B → $20.1B (+$2.23B)

9% more funds holding

Funds holding: 1,443 → 1,569 (+126)

4% more funds holding in top 10

Funds holding in top 10: 159 → 165 (+6)

2.44% more ownership

Funds ownership: 37.46% → 39.9% (+2.4%)

14% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 618

Holders
1,569
Holders Change
+126
Holders Change %
+8.73%
% of All Funds
22.88%
Holding in Top 10
165
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.77%
% of All Funds
2.41%
New
210
Increased
533
Reduced
618
Closed
60
Calls
$144M
Puts
$35M
Net Calls
+$109M
Net Calls Change
-$53.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$932M
2
JP Morgan Chase
JP Morgan Chase
New York
+$66.3M
3
MFIM
Mesirow Financial Investment Management
Illinois
+$54.9M
4
AT
Arlington Trust
Alabama
+$39.3M
5
Stifel Financial
Stifel Financial
Missouri
+$37.9M

Top Sellers

Rank Fund Capital Flow
1
SLI
Sumitomo Life Insurance
Japan
-$352M
2
Goldman Sachs
Goldman Sachs
New York
-$68.9M
3
FA
Fiducient Advisors
Illinois
-$55.1M
4
Osaic Holdings
Osaic Holdings
Arizona
-$34.4M
5
GWP
Gateway Wealth Partners
Wisconsin
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1376
Evolution Advisers
Virginia
$217K +$2.31K +22 +1%
GWM
1377
GDS Wealth Management
Texas
$217K – – –
IC
1378
Inscription Capital
Texas
$216K +$203K +1,933 New
PFA
1379
Pure Financial Advisors
California
$214K +$201K +1,914 New
MECA
1380
Miller Equity Capital Advisors
Texas
$213K +$201K +1,910 New
ACM
1381
Avalon Capital Management
California
$213K +$200K +1,908 New
SHWM
1382
Smith & Howard Wealth Management
Georgia
$213K +$200K +1,908 New
HWM
1383
HRC Wealth Management
Idaho
$213K +$200K +1,906 New
PP
1384
Patten & Patten
Tennessee
$211K +$199K +1,892 New
WC
1385
Wynn Capital
Georgia
$211K +$199K +1,892 New
DWA
1386
Delap Wealth Advisory
Oregon
$211K +$199K +1,890 New
CAGAS
1387
Capital Advisory Group Advisory Services
Minnesota
$210K +$197K +1,878 New
KPWG
1388
KFA Private Wealth Group
Virginia
$209K +$197K +1,877 New
CS
1389
Cannell & Spears
New York
$209K +$197K +1,875 New
JWM
1390
Jeppson Wealth Management
California
$209K +$196K +1,868 New
SIC
1391
Salem Investment Counselors
North Carolina
$208K – – –
QPWM
1392
Quadrant Private Wealth Management
Pennsylvania
$208K +$195K +1,859 New
WIC
1393
Willis Investment Counsel
Georgia
$207K +$195K +1,854 New
MPWT
1394
MassMutual Private Wealth & Trust
Connecticut
$206K +$88.5K +842 +84%
Walleye Trading
1395
Walleye Trading
New York
$206K – – –
HFBOT
1396
Home Federal Bank of Tennessee
Tennessee
$205K +$193K +1,838 New
RA
1397
Rodgers & Associates
Pennsylvania
$205K +$193K +1,838 New
CFFP
1398
Center for Financial Planning
Michigan
$204K – – –
TA
1399
Tectonic Advisors
Texas
$204K +$192K +1,831 New
GP
1400
Greenline Partners
New York
$204K +$192K +1,828 New
54 55
56
57 58

VYM Hedge Fund Activity: Q4 2023 in Review

1,569 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2023, worth a combined $20.1B — up 13% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new VYM positions and 60 closed out — a net gain of 150 holders — while 533 added to existing stakes and 618 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $932M. The largest seller was Sumitomo Life Insurance, cutting an estimated $352M.

  • 1,569 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2023, up from 1,443 in Q3 2023.
  • Funds reported $20.1B of Vanguard High Dividend Yield ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2023 and 60 closed out, a net change of +150 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2023 was Morgan Stanley, an estimated $932M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2023 was Sumitomo Life Insurance, an estimated $352M sold.

Based on aggregated 13F filings for Q4 2023.