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Vanguard High Dividend Yield ETF
VYM

1,569 hedge funds and large institutions have $20.1B invested in Vanguard High Dividend Yield ETF in 2023 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 533 increasing their positions, 618 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $144M | Put options by funds: $35M

250% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 60

13% more capital invested

Capital invested by funds: $17.8B → $20.1B (+$2.23B)

9% more funds holding

Funds holding: 1,443 → 1,569 (+126)

4% more funds holding in top 10

Funds holding in top 10: 159 → 165 (+6)

2.44% more ownership

Funds ownership: 37.46% → 39.9% (+2.4%)

14% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 618

Holders
1,569
Holders Change
+126
Holders Change %
+8.73%
% of All Funds
22.88%
Holding in Top 10
165
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.77%
% of All Funds
2.41%
New
210
Increased
533
Reduced
618
Closed
60
Calls
$144M
Puts
$35M
Net Calls
+$109M
Net Calls Change
-$53.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$932M
2
JP Morgan Chase
JP Morgan Chase
New York
+$66.3M
3
MFIM
Mesirow Financial Investment Management
Illinois
+$54.9M
4
AT
Arlington Trust
Alabama
+$39.3M
5
Stifel Financial
Stifel Financial
Missouri
+$37.9M

Top Sellers

Rank Fund Capital Flow
1
SLI
Sumitomo Life Insurance
Japan
-$352M
2
Goldman Sachs
Goldman Sachs
New York
-$68.9M
3
FA
Fiducient Advisors
Illinois
-$55.1M
4
Osaic Holdings
Osaic Holdings
Arizona
-$34.4M
5
GWP
Gateway Wealth Partners
Wisconsin
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
1576
Millennium Management
New York
– -$5M -48,406 Closed
TCA
1577
Taconic Capital Advisors
New York
– -$3.41M -33,000 Closed
HF
1578
HRT Financial
New York
– -$3.24M -31,403 Closed
CBB
1579
Citizens Business Bank
California
– -$2.77M -26,822 Closed
SFCL
1580
Strengthening Families & Communities LLC
Massachusetts
– -$2.48M -23,989 Closed
VF
1581
Virtu Financial
New York
– -$1.17M -11,338 Closed
CA
1582
Capital Advantage
California
– -$1.05M -10,192 Closed
EW
1583
Evoke Wealth
California
– -$1M -9,701 Closed
STCOSD
1584
Sageworth Trust Company of South Dakota
South Dakota
– -$946K -9,154 Closed
BPC
1585
Banque Pictet & Cie
Switzerland
– -$723K -7,000 Closed
LWM
1586
Laidlaw Wealth Management
New York
– -$635K -6,146 Closed
OW
1587
Olistico Wealth
Oklahoma
– -$609K -5,893 Closed
WAG
1588
Wallace Advisory Group
California
– -$613K -5,780 Closed
DI
1589
DAGCO Inc
Ohio
– -$289K -4,873 Closed
EC
1590
EdgeRock Capital
Colorado
– -$494K -4,784 Closed
Wolverine Trading
1591
Wolverine Trading
Illinois
– -$445K -4,309 Closed
PWP
1592
Pursue Wealth Partners
California
– -$398K -3,850 Closed
PP
1593
Pegasus Partners
Wisconsin
– -$389K -3,766 Closed
VWM
1594
Vigilare Wealth Management
Arizona
– -$374K -3,621 Closed
EWM
1595
Elevatus Welath Management
New York
– -$339K -3,282 Closed
WP
1596
WealthShield Partners
North Carolina
– -$338K -3,275 Closed
WMA
1597
West Michigan Advisors
Michigan
– -$288K -2,788 Closed
ETS
1598
ESL Trust Services
New York
– -$278K -2,690 Closed
AWS
1599
Aspen Wealth Strategies
Colorado
– -$278K -2,689 Closed
KCM
1600
Kanawha Capital Management
Virginia
– -$266K -2,574 Closed
62 63
64
65 66

VYM Hedge Fund Activity: Q4 2023 in Review

1,569 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2023, worth a combined $20.1B — up 13% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new VYM positions and 60 closed out — a net gain of 150 holders — while 533 added to existing stakes and 618 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $932M. The largest seller was Sumitomo Life Insurance, cutting an estimated $352M.

  • 1,569 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2023, up from 1,443 in Q3 2023.
  • Funds reported $20.1B of Vanguard High Dividend Yield ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2023 and 60 closed out, a net change of +150 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q4 2023 was Morgan Stanley, an estimated $932M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q4 2023 was Sumitomo Life Insurance, an estimated $352M sold.

Based on aggregated 13F filings for Q4 2023.