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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
RI
1701
Ridgewood Investments
New Jersey
$53.2K
NFSG
1702
Newbridge Financial Services Group
Florida
$53.1K +$54.2K +416 New
FFO
1703
Fortitude Family Office
Arizona
$53K +$391 +3 +0.7%
RA
1704
Rise Advisors
New York
$52.9K +$130 +1 +0.2%
CCMI
1705
Creative Capital Management Investments
California
$52.7K
PA
1706
Pineridge Advisors
Missouri
$51.6K -$17K -130 -24%
BCM
1707
Blume Capital Management
California
$51K
HGERS
1708
Householder Group Estate & Retirement Specialist
Arizona
$51K -$108K -830 -67%
TIM
1709
Tortoise Investment Management
New York
$50.9K
BBPWM
1710
Blue Bell Private Wealth Management
Pennsylvania
$50.8K
TCM
1711
Tradewinds Capital Management
Washington
$50.7K +$48.5K +372 +1,488%
MDA
1712
Minot DeBlois Advisors
Massachusetts
$49.3K +$50.3K +386 New
State Farm Mutual Automobile Insurance
1713
State Farm Mutual Automobile Insurance
Illinois
$49.3K +$50.3K +386 New
IWP
1714
IAG Wealth Partners
Wisconsin
$49.1K -$18.3K -140 -27%
CWM
1715
Centricity Wealth Management
Ohio
$48.5K +$49.5K +380 New
Citadel Advisors
1716
Citadel Advisors
Florida
$47.6K -$2.26M -17,330 -98%
DMIC
1717
Dixon Mitchell Investment Counsel
British Columbia, Canada
$45.9K
HWP
1718
Highline Wealth Partners
California
$45.3K +$391 +3 +0.9%
OC
1719
Oarsman Capital
Wisconsin
$44.8K
PFA
1720
Pillar Financial Advisors
Kentucky
$40.8K +$41.7K +320 New
FGC
1721
Financial Gravity Companies
Texas
$40.7K +$11.7K +90 +39%
WWA
1722
Wingate Wealth Advisors
Massachusetts
$39.2K +$40K +307 New
DRP
1723
Decker Retirement Planning
Utah
$38.9K +$39.8K +305 New
CP
1724
Castleview Partners
Texas
$35.6K +$12K +92 +49%
FRA
1725
Front Row Advisors
California
$35.5K

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.