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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
HBW
1526
Hazlett, Burt & Watson
West Virginia
$239K -$33.9K -260 -12%
MWM
1527
Mindset Wealth Management
Indiana
$239K
BMA
1528
Brooks Moore & Associates
Tennessee
$239K +$13K +100 +6%
MCM
1529
McDonough Capital Management
Florida
$239K +$130 +1 +0.1%
AWAG
1530
ARS Wealth Advisors Group
Florida
$239K +$2.61K +20 +1%
RPGNY
1531
Retirement Planning Group (New York)
New York
$238K +$243K +1,867 New
NOI
1532
Newton One Investments
Delaware
$238K
RW
1533
REDW Wealth
New Mexico
$238K -$963K -7,382 -80%
SIC
1534
Salem Investment Counselors
North Carolina
$238K
SWM
1535
Sugarloaf Wealth Management
Georgia
$237K +$19.7K +151 +9%
CA
1536
Claro Advisors
Massachusetts
$237K -$8.35K -64 -3%
FF
1537
Financial Futures
New Jersey
$236K -$48.5K -372 -17%
MAS
1538
MPWM Advisory Solutions
Georgia
$235K +$241K +1,845 New
EA
1539
Evolution Advisers
Virginia
$235K
HCMT
1540
Highland Capital Management (Tennessee)
Tennessee
$235K
HFBOT
1541
Home Federal Bank of Tennessee
Tennessee
$235K
SL
1542
SWMG LLC
Texas
$234K
FA
1543
Financial Advisors
Massachusetts
$233K +$239K +1,830 New
TH
1544
TCTC Holdings
Texas
$233K +$102K +781 +75%
PCI
1545
Planning Center Inc
Illinois
$232K
TA
1546
Tectonic Advisors
Texas
$232K +$2.48K +19 +1%
MAWAG
1547
Mid-American Wealth Advisory Group
Missouri
$232K -$46.8K -359 -16%
FF
1548
Fluent Financial
Texas
$231K -$65.2K -500 -22%
PRI
1549
Prepared Retirement Institute
Pennsylvania
$230K +$235K +1,805 New
WA
1550
WPG Advisers
Maryland
$230K +$235K +1,801 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.