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Vanguard High Dividend Yield ETF

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: 1,6021,587 (-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: 159147 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
1376
Smith & Howard Wealth Management
Georgia
$226K
FA
1377
Faithward Advisors
Pennsylvania
$226K +$226K +1,906 New
EA
1378
Evolution Advisers
Virginia
$226K
HGERS
1379
Householder Group Estate & Retirement Specialist
Arizona
$226K +$40.9K +345 +22%
WC
1380
Wynn Capital
Georgia
$224K
MAG
1381
MRA Advisory Group
New Jersey
$223K -$4.74K -40 -2%
CAGAS
1382
Capital Advisory Group Advisory Services
Minnesota
$223K
VPP
1383
Vertex Planning Partners
Illinois
$223K -$20.6K -174 -8%
CS
1384
Cannell & Spears
New York
$222K
NOI
1385
Newton One Investments
Delaware
$221K -$26.8K -226 -11%
SIG
1386
Stonegate Investment Group
Alabama
$221K +$221K +1,865 New
SIC
1387
Salem Investment Counselors
North Carolina
$221K -$7K -59 -3%
SLC
1388
Second Line Capital
Louisiana
$221K -$3.08K -26 -1%
TA
1389
Tectonic Advisors
Texas
$218K +$711 +6 +0.3%
HCMT
1390
Highland Capital Management (Tennessee)
Tennessee
$218K
HFBOT
1391
Home Federal Bank of Tennessee
Tennessee
$218K
JWM
1392
Jeppson Wealth Management
California
$218K
RA
1393
Rodgers & Associates
Pennsylvania
$218K
PCI
1394
Planning Center Inc
Illinois
$216K
CB
1395
CNB Bank
Pennsylvania
$215K -$8.42K -71 -4%
GKWIM
1396
Gerber Kawasaki Wealth & Investment Management
California
$214K -$10.3K -87 -5%
DF
1397
Dunhill Financial
United Kingdom
$214K +$12K +101 +6%
BCV
1398
Banque Cantonale Vaudoise
Switzerland
$213K -$4.39K -37 -2%
BOSSRA
1399
B.O.S.S. Retirement Advisors
Utah
$212K +$212K +1,789 New
FFA
1400
Florida Financial Advisors
Florida
$211K +$211K +1,776 New

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.