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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
CFFP
1401
Center for Financial Planning
Michigan
$210K -$7.12K -60 -3%
NFG
1402
Nadler Financial Group
Illinois
$210K +$9.49K +80 +5%
UWM
1403
USAdvisors Wealth Management
Minnesota
$210K +$210K +1,773 New
SL
1404
SWMG LLC
Texas
$210K -$1.9K -16 -0.9%
AIFAIM
1405
American Institute for Advanced Investment Management
Arizona
$210K
EPWM
1406
Essex Private Wealth Management
Massachusetts
$210K +$13.4K +113 +7%
FCMT
1407
Founders Capital Management (Texas)
Texas
$210K +$711 +6 +0.3%
HP
1408
Hyperion Partners
Pennsylvania
$209K +$1.42K +12 +0.7%
GFA
1409
Gallagher Fiduciary Advisors
Illinois
$209K -$81.8K -690 -28%
PTC
1410
Philadelphia Trust Company
Pennsylvania
$209K
LA
1411
Latitude Advisors
Florida
$208K +$237 +2 +0.1%
AWA
1412
Acorn Wealth Advisors
Michigan
$208K -$2.02K -17 -1%
ECA
1413
Elevated Capital Advisors
Utah
$208K
SWM
1414
Sugarloaf Wealth Management
Georgia
$208K +$4.15K +35 +2%
MGWA
1415
Monument Group Wealth Advisors
Massachusetts
$208K
IWA
1416
Icon Wealth Advisors
Texas
$207K -$34K -287 -15%
BAM
1417
Bellevue Asset Management
Washington
$207K +$356 +3 +0.2%
MFG
1418
Midwest Financial Group
Kansas
$206K +$830 +7 +0.4%
PCM
1419
Princeton Capital Management
New Jersey
$205K +$205K +1,730 New
MKW
1420
Mullaney, Keating & Wright
Connecticut
$205K +$205K +1,729 New
CA
1421
Claro Advisors
Massachusetts
$204K -$669K -5,643 -77%
FFA
1422
Fairfield Financial Advisors
Massachusetts
$204K +$204K +1,718 New
RSWM
1423
Robertson Stephens Wealth Management
California
$203K -$220K -1,852 -52%
RRCM
1424
Rappaport Reiches Capital Management
Illinois
$202K +$202K +1,704 New
PD
1425
Planning Directions
Pennsylvania
$202K +$1.78K +15 +0.9%

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.