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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
Allianz Asset Management
1776
Allianz Asset Management
Germany
$5.87K -$782 -6 -12%
MFS
1777
Mattson Financial Services
Michigan
$5.51K +$5.61K +43 New
CWM
1778
Cranbrook Wealth Management
Michigan
$5.23K
CW
1779
Curio Wealth
Maryland
$5.08K +$5.22K +40 New
CAM
1780
Creekmur Asset Management
Illinois
$4.9K
CIR
1781
Clear Investment Research
Georgia
$4.85K -$130 -1 -3%
FS
1782
Financially Speaking
Colorado
$4.59K +$4.69K +36 New
RWM
1783
Ruedi Wealth Management
Illinois
$4.47K
WMS
1784
Wealth Management Strategies
Pennsylvania
$3.77K +$385K +2,955 New
WWP
1785
WR Wealth Planners
Missouri
$3.7K -$47.2K -362 -93%
PSB
1786
Piscataqua Savings Bank
New Hampshire
$3.7K
IRAG
1787
Investment Research & Advisory Group
Georgia
$3.32K
RF
1788
Roxbury Financial
New Jersey
$3K +$2.87K +22 New
AA
1789
AlphaMark Advisors
Kentucky
$3K
CAM
1790
Costello Asset Management
Pennsylvania
$2.7K +$2.74K +21 New
PFG
1791
Putney Financial Group
California
$1.91K +$1.96K +15 New
NS
1792
NBC Securities
Alabama
$1.67K -$1.69M -12,955 -100%
MAM
1793
Morse Asset Management
Connecticut
$1.36K
SCM
1794
Sterling Capital Management
North Carolina
$1.02K
BFP
1795
Briaud Financial Planning
Texas
$1K +$1.3K +10 New
GCS
1796
Gordian Capital (Singapore)
Singapore
$637
HNW
1797
High Note Wealth
Minnesota
$255 +$261 +2 New
RWS
1798
Retirement Wealth Solutions
Wisconsin
$185 +$130 +1 New
SVCP
1799
Silicon Valley Capital Partners
California
$183 +$130 +1 New
NWWA
1800
New Wave Wealth Advisors
Arkansas
$141 +$130 +1 New

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.