We are live on ! Find out more
VYM icon

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
HCP
126
Holt Capital Partners
Texas
$24.3M -$322K -2,473 -1%
GLLW
127
Graves Light Lenhart Wealth
Virginia
$24.1M +$16.4K +126 +0.1%
US Bancorp
128
US Bancorp
Minnesota
$24M -$800K -6,136 -3%
OHIS
129
Oak Harvest Investment Services
Texas
$23.7M +$11.1K +85 +0%
FNT
130
First National Trust
Pennsylvania
$23.7M +$2.06M +15,773 +9%
IWC
131
Integrated Wealth Concepts
Massachusetts
$23.6M +$623K +4,778 +3%
First Manhattan
132
First Manhattan
New York
$23.2M +$5.74K +44 +0%
ONB
133
Old National Bancorp
Indiana
$23.2M -$422K -3,233 -2%
VA
134
Valmark Advisers
Ohio
$23.1M +$758K +5,813 +3%
MCC
135
Money Concepts Capital
Florida
$22M +$403K +3,090 +2%
AWM
136
AE Wealth Management
Kansas
$22M -$2.13M -16,317 -9%
FPCG
137
Forum Private Client Group
Indiana
$21.8M +$189K +1,448 +0.9%
Northern Trust
138
Northern Trust
Illinois
$21.6M +$1.36M +10,393 +7%
MWPCG
139
Measured Wealth Private Client Group
New Hampshire
$21.4M +$203K +1,555 +0.9%
DW30
140
Drucker Wealth 3.0
New Jersey
$21M +$3.99M +30,622 +23%
AW
141
Avion Wealth
Texas
$21M -$158K -1,214 -0.7%
FHB
142
First Hawaiian Bank
Hawaii
$20.8M -$661K -5,072 -3%
PCMM
143
Piedmont Capital Management (Montana)
Montana
$20.7M +$211K +1,615 +1%
EFS
144
Essex Financial Services
Connecticut
$20.6M +$438K +3,362 +2%
CTC
145
Central Trust Company
Missouri
$20.2M -$790K -6,062 -4%
KMWM
146
Keudell/Morrison Wealth Management
Oregon
$20.2M -$338K -2,595 -2%
CB
147
Commerce Bank
Missouri
$20M -$388K -2,976 -2%
IAG
148
Investment Advisory Group
Massachusetts
$19.7M +$314K +2,410 +2%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$19.4M -$1.89M -14,502 -9%
AC
150
Annandale Capital
Texas
$19.3M -$237K -1,815 -1%

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.