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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
SCM
1376
Sage Capital Management
New Jersey
$320K +$2.48K +19 +0.8%
DWM
1377
David Wealth Management
Virginia
$320K +$327K +2,507 New
MWM
1378
Merriman Wealth Management
Washington
$317K -$55.4K -425 -15%
HWMO
1379
Heritage Wealth Management (Ohio)
Ohio
$317K -$3.52K -27 -1%
FIG
1380
FSA Investment Group
Florida
$316K +$322K +2,466 New
ACP
1381
Aviance Capital Partners
Florida
$316K +$13K +100 +4%
MA
1382
Maxele Advisors
Missouri
$314K +$321K +2,462 New
TCM
1383
Towercrest Capital Management
Pennsylvania
$313K -$171K -1,310 -35%
AP
1384
Appleton Partners
Massachusetts
$311K -$130 -1 -0%
GIM
1385
Goelzer Investment Management
Indiana
$310K +$76.9K +590 +32%
HP
1386
Hikari Power
Japan
$310K
BFG
1387
Bleakley Financial Group
New Jersey
$310K -$64K -491 -17%
SMA
1388
Sage Mountain Advisors
Georgia
$309K
FVWA
1389
Foster Victor Wealth Advisors
South Carolina
$308K -$3.13K -24 -1%
OW
1390
Olistico Wealth
Oklahoma
$308K +$302K +2,315 +2,315%
BCMLT
1391
Beacon Capital Management LLC (Tennessee)
Tennessee
$307K +$6.13K +47 +2%
MAM
1392
Mystic Asset Management
Rhode Island
$307K +$19.6K +150 +7%
HCM
1393
Hollencrest Capital Management
California
$306K
PCM
1394
Payne Capital Management
New York
$306K +$313K +2,400 New
EFN
1395
Equita Financial Network
Pennsylvania
$305K
MSWMA
1396
Market Street Wealth Management Advisors
Indiana
$304K
PWP
1397
Phillips Wealth Planners
Mississippi
$304K -$29.7K -228 -9%
Qube Research & Technologies (QRT)
1398
Qube Research & Technologies (QRT)
United Kingdom
$303K -$634K -4,866 -67%
1W
1399
1776 Wealth
Georgia
$303K
VT
1400
Vise Technologies
New York
$302K +$309K +2,368 New

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.