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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
WIM
1501
WealthPlan Investment Management
Nebraska
$249K +$5.22K +40 +2%
SPA
1502
Sentinel Pension Advisors
Massachusetts
$247K -$39.8K -305 -14%
FFL
1503
Financial Freedom LLC
Ohio
$247K +$1.7K +13 +0.7%
CDWM
1504
Campbell Deegan Wealth Management
Virginia
$246K +$252K +1,931 New
TWP
1505
Triad Wealth Partners
Kansas
$246K +$251K +1,928 New
TNA
1506
True North Advisors
Texas
$246K +$251K +1,925 New
ZRP
1507
Zynergy Retirement Planning
New Jersey
$246K
AIS
1508
American Investment Services
Massachusetts
$245K -$27.4K -210 -10%
CCA
1509
Clearwater Capital Advisors
Illinois
$244K
HFS
1510
Hopwood Financial Services
Virginia
$244K +$250K +1,914 New
LFA
1511
LGT Financial Advisors
Texas
$244K -$48.8K -374 -16%
MECA
1512
Miller Equity Capital Advisors
Texas
$244K
SHWM
1513
Smith & Howard Wealth Management
Georgia
$243K
FA
1514
FSA Advisors
Michigan
$243K -$49.3K -378 -17%
AMM
1515
American Money Management
California
$243K -$84K -644 -25%
CWA
1516
Cura Wealth Advisors
Illinois
$242K +$248K +1,900 New
PAS
1517
PKS Advisory Services
New York
$242K +$247K +1,895 New
AUB
1518
Atlantic Union Bankshares
Virginia
$242K +$247K +1,895 New
PCTC
1519
Perkins Coie Trust Company
Washington
$241K
TAM
1520
Tucker Asset Management
Colorado
$241K -$8.48K -65 -3%
NRG
1521
Nemes Rush Group
Michigan
$241K +$226K +1,737 +1,166%
LA
1522
Latitude Advisors
Florida
$240K -$3.91K -30 -2%
SLC
1523
Second Line Capital
Louisiana
$240K +$1.56K +12 +0.6%
MAG
1524
MRA Advisory Group
New Jersey
$240K
CIA
1525
Cape Investment Advisory
Georgia
$239K -$5.08K -39 -2%

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.