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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
BAM
1601
BOS Asset Management
Illinois
$205K -$10.2K -78 -5%
WCM
1602
Weik Capital Management
Pennsylvania
$204K
VH
1603
Visionary Horizons
Tennessee
$204K +$209K +1,600 New
NPT
1604
National Philanthropic Trust
Pennsylvania
$204K
PCH
1605
PGIM Custom Harvest
New Jersey
$204K +$208K +1,597 New
EW
1606
Element Wealth
Mississippi
$204K +$45.9K +352 +28%
TW
1607
TrinityPoint Wealth
Connecticut
$203K +$207K +1,591 New
LSA
1608
Lansing Street Advisors
Pennsylvania
$203K -$261 -2 -0.1%
OFP
1609
OFC Financial Planning
New Jersey
$203K +$207K +1,590 New
MCA
1610
Midwest Capital Advisors
Michigan
$203K +$207K +1,589 New
FA
1611
Fedenia Advisers
Wisconsin
$202K +$207K +1,585 New
KNFPWM
1612
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$202K -$7.95K -61 -4%
SOS
1613
Silver Oak Securities
Tennessee
$202K +$6.91K +53 +3%
CG
1614
Clarus Group
Texas
$201K
SFI
1615
SPC Financial Inc
Maryland
$200K +$205K +1,570 New
LFASL
1616
Lugano Financial Advisors SA (LFA)
Switzerland
$198K
RFS
1617
Richardson Financial Services
Massachusetts
$196K -$200K -1,537 -50%
OP
1618
ORG Partners
Indiana
$196K +$12.5K +96 +7%
HDIM
1619
Hanson & Doremus Investment Management
Vermont
$192K
DPW
1620
DiNuzzo Private Wealth
Pennsylvania
$188K
FFA
1621
Frazier Financial Advisors
Ohio
$183K +$1.3K +10 +0.7%
IWA
1622
Icon Wealth Advisors
Texas
$179K -$30.9K -237 -14%
TC
1623
Tacita Capital
Ontario, Canada
$177K
RWM
1624
Rialto Wealth Management
New York
$177K +$181K +1,389 New
PB
1625
Pinnacle Bancorp
Nebraska
$175K

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.