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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
SFP
1426
Strategic Financial Partners
Oregon
$290K
PFA
1427
Pure Financial Advisors
California
$290K +$76.4K +586 +35%
VBWMG
1428
Von Berge Wealth Management Group
California
$288K +$6.65K +51 +2%
MIA
1429
MMBG Investment Advisors
Florida
$288K
NB
1430
NBT Bank
New York
$288K
CST
1431
Charles Schwab Trust
Nevada
$288K +$39.1K +300 +15%
MSWA
1432
Marshall & Sterling Wealth Advisors
New York
$287K +$293K +2,249 New
GWSG
1433
GPS Wealth Strategies Group
Colorado
$287K -$17.2K -132 -6%
SXL
1434
Summit X LLC
Missouri
$286K -$13.7K -105 -4%
CCT
1435
Chemung Canal Trust
New York
$286K
CAAS
1436
Capital Asset Advisory Services
Michigan
$285K -$261 -2 -0.1%
RIM
1437
Redwood Investment Management
Arizona
$285K -$8.48K -65 -3%
AIM
1438
Advyzon Investment Management
Illinois
$283K +$289K +2,217 New
WGC
1439
Watts Gwilliam & Co
Arizona
$282K -$12.9K -99 -4%
MWM
1440
Maripau Wealth Management
Indiana
$282K +$288K +2,212 New
RMDI
1441
R.M. Davis Inc
Maine
$282K
UWM
1442
USAdvisors Wealth Management
Minnesota
$281K +$2.22K +17 +0.8%
CJ
1443
Caitlin John
Michigan
$281K -$18.6K -143 -6%
BSCCG
1444
Blue Sky Capital Consultants Group
California
$281K +$287K +2,200 New
GPW
1445
Gray Private Wealth
Massachusetts
$280K +$3.65K +28 +1%
BKA
1446
Brick & Kyle Associates
Pennsylvania
$279K +$285K +2,186 New
PC
1447
Permanens Capital
New York
$277K +$283K +2,170 New
ACM
1448
Armbruster Capital Management
New York
$276K -$5.08K -39 -2%
MWM
1449
MinichMacGregor Wealth Management
New York
$276K
AA
1450
Armis Advisers
Georgia
$275K +$281K +2,154 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.