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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
SIC
1551
SJS Investment Consulting
Ohio
$230K
RA
1552
Rodgers & Associates
Pennsylvania
$229K -$5.48K -42 -2%
RCWM
1553
Red Crane Wealth Management
California
$229K +$234K +1,794 New
MPCG
1554
Matrix Private Capital Group
New York
$227K +$12.8K +98 +6%
FCMT
1555
Founders Capital Management (Texas)
Texas
$227K +$652 +5 +0.3%
CFG
1556
Cooper Financial Group
California
$226K -$5.08K -39 -2%
ES
1557
ETF Store
Kansas
$226K -$9.65K -74 -4%
WAS
1558
Winch Advisory Services
Wisconsin
$226K +$22.7K +174 +11%
CFFP
1559
Center for Financial Planning
Michigan
$226K
ITIM
1560
Indiana Trust & Investment Management
Indiana
$226K
PTC
1561
Philadelphia Trust Company
Pennsylvania
$225K
SF
1562
Safeguard Financial
Wisconsin
$224K -$137K -1,049 -37%
SW
1563
Simplicity Wealth
New Jersey
$224K -$2.96M -22,664 -93%
OWA
1564
Opal Wealth Advisors
New York
$224K -$142K -1,086 -38%
BAM
1565
Bellevue Asset Management
Washington
$223K +$522 +4 +0.2%
MGWA
1566
Monument Group Wealth Advisors
Massachusetts
$223K
AWA
1567
Acorn Wealth Advisors
Michigan
$223K -$1.7K -13 -0.7%
PW
1568
Potentia Wealth
California
$222K +$227K +1,741 New
HWP
1569
Heritage Wealth Partners
Ohio
$221K -$11.1K -85 -5%
PCM
1570
Princeton Capital Management
New Jersey
$221K
MKW
1571
Mullaney, Keating & Wright
Connecticut
$221K
PD
1572
Planning Directions
Pennsylvania
$220K +$1.7K +13 +0.8%
TFM
1573
TFC Financial Management
Massachusetts
$220K -$10.4K -80 -4%
NCFG
1574
New Century Financial Group
New Jersey
$219K -$3.77M -28,916 -94%
UIM
1575
Unified Investment Management
Georgia
$219K +$224K +1,716 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.