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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
GBT
1626
Grove Bank & Trust
Florida
$174K -$44.2K -339 -20%
FFA
1627
Fairfield Financial Advisors
Massachusetts
$169K -$52.8K -405 -23%
TWM
1628
Topsail Wealth Management
North Carolina
$168K +$172K +1,318 New
BCA
1629
Bray Capital Advisors
Florida
$168K +$261 +2 +0.2%
CHC
1630
City Holding Co
West Virginia
$166K
CSC
1631
Caldwell Sutter Capital
California
$165K -$7.17K -55 -4%
CB
1632
CNB Bank
Pennsylvania
$161K -$13.7K -105 -8%
MEG
1633
Millstone Evans Group
Colorado
$157K +$161K +1,232 New
HHGA
1634
Halbert Hargrove Global Advisors
California
$154K +$158K +1,208 New
FFWM
1635
Future Financial Wealth Management
Ohio
$153K
JFGIW
1636
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152K
SIM
1637
Synergy Investment Management
Florida
$149K +$152K +1,168 New
FWM
1638
FLP Wealth Management
Arkansas
$145K +$149K +1,140 New
CPG
1639
Cornerstone Planning Group
New Jersey
$142K -$180K -1,382 -56%
DWM
1640
Darwin Wealth Management
Florida
$141K -$76.4K -586 -35%
ETS
1641
ESL Trust Services
New York
$135K
SFCL
1642
Strengthening Families & Communities LLC
Massachusetts
$133K -$3.33M -25,555 -96%
SSB
1643
Sandy Spring Bank
Maryland
$129K -$1.17K -9 -0.9%
EF
1644
Empowered Funds
Pennsylvania
$126K +$129K +989 New
SAS
1645
Stelac Advisory Services
New York
$125K
TFGT
1646
TS Financial Group (TSFG)
Illinois
$124K +$130 +1 +0.1%
BHWM
1647
Beaird Harris Wealth Management
Texas
$122K
T
1648
Transce3nd
Texas
$121K +$124K +950 New
KB
1649
Kimelman & Baird
New York
$120K
RF
1650
Robinswood Financial
Washington
$117K -$79.7K -611 -40%

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.