We are live on ! Find out more
VYM icon

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
MA
151
Mutual Advisors
Nebraska
$19.3M -$243K -1,860 -1%
SL
152
Salomon & Ludwin
Virginia
$18.9M -$1.31M -10,050 -6%
BEAM
153
Baker Ellis Asset Management
Washington
$18.8M -$138K -1,059 -0.7%
William Blair & Company
154
William Blair & Company
Illinois
$18.8M +$508K +3,899 +3%
ASG
155
Ariston Services Group
California
$18.8M +$384K +2,944 +2%
Bessemer Group
156
Bessemer Group
New Jersey
$18.7M -$1.84M -14,113 -9%
EWA
157
Exencial Wealth Advisors
Oklahoma
$18.5M -$430K -3,296 -2%
EWM
158
Executive Wealth Management
Michigan
$18.3M -$288K -2,207 -2%
WANY
159
Wealthspire Advisors (New York)
New York
$18.1M -$219K -1,679 -1%
WDG
160
Wealth Dimensions Group
Ohio
$17.9M +$405K +3,106 +2%
LIA
161
LBMC Investment Advisors
Tennessee
$17.8M +$1.12M +8,570 +7%
NFG
162
Nations Financial Group
Iowa
$17.8M -$296K -2,270 -2%
MWM
163
Mittelman Wealth Management
Massachusetts
$17.8M -$11.5M -88,056 -39%
NCM
164
Northside Capital Management
Oregon
$17.6M
WIM
165
Westside Investment Management
California
$17.6M +$116K +892 +0.6%
FP
166
Financial Perspectives
Minnesota
$17.3M +$3.91K +30 +0%
BWM
167
Benchmark Wealth Management
Connecticut
$17.3M -$156K -1,194 -0.9%
SAMT
168
Select Asset Management & Trust
Pennsylvania
$17.2M -$601K -4,608 -3%
MFG
169
Merit Financial Group
Georgia
$17.1M +$981K +7,520 +6%
IAN
170
Integrated Advisors Network
Texas
$17.1M -$464K -3,558 -3%
FHA
171
First Horizon Advisors
Tennessee
$17.1M +$1.46M +11,199 +9%
CIA
172
Concurrent Investment Advisors
Florida
$17M -$2M -15,313 -10%
FF
173
Francis Financial
$16.9M -$529K -4,059 -3%
VV
174
Verity & Verity
South Carolina
$16.7M +$11.5M +88,509 +208%
HR
175
Hardy Reed
Mississippi
$16.6M -$503K -3,854 -3%

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.