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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
HFM
1801
Hartford Financial Management
Connecticut
$128
NC
1802
NewSquare Capital
Pennsylvania
$52
CH
1803
CVS Health
Rhode Island
-$32.3M -252,032 Closed
PCM
1804
Penserra Capital Management
California
-$8.11M -63,285 Closed
DAS
1805
Dynamic Advisor Solutions
Arizona
-$6.51M -50,788 Closed
PCS
1806
Personal CFO Solutions
New Jersey
-$4.75M -37,068 Closed
DWM
1807
Dynasty Wealth Management
Florida
-$787K -29,516 Closed
Jane Street
1808
Jane Street
New York
-$3.17M -24,347 Closed
Prudential Financial
1809
Prudential Financial
New Jersey
-$3.06M -23,901 Closed
ARC
1810
Advisor Resource Council
Texas
-$2.98M -23,212 Closed
Tudor Investment Corp
1811
Tudor Investment Corp
Connecticut
-$1.56M -12,172 Closed
LTI
1812
Laffer Tengler Investments
Tennessee
-$1.3M -10,102 Closed
Susquehanna International Group
1813
Susquehanna International Group
Pennsylvania
-$1.26M -9,669 Closed
AGWCA
1814
Annis Gardner Whiting Capital Advisors
Florida
-$1.04M -8,120 Closed
Simplex Trading
1815
Simplex Trading
Illinois
-$1.02M -7,944 Closed
BWP
1816
Baldwin Wealth Partners
Massachusetts
-$797K -6,218 Closed
MFA
1817
McClarren Financial Advisors
Pennsylvania
-$119 -5,984 Closed
BHIA
1818
Birch Hill Investment Advisors
Massachusetts
-$746K -5,818 Closed
FTDI
1819
First Trust Direct Indexing
Massachusetts
-$725K -5,655 Closed
TW
1820
Towerpoint Wealth
California
-$721K -5,627 Closed
MSA
1821
McAlister Sweet & Associates
Texas
-$708K -5,520 Closed
STA
1822
Summit Trail Advisors
New York
-$693K -5,409 Closed
EC
1823
Estate Counselors
Wisconsin
-$591K -4,607 Closed
ACM
1824
AlphaStar Capital Management
North Carolina
-$538K -4,193 Closed
MPCA
1825
Madison Park Capital Advisors
Washington
-$473K -3,692 Closed

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.