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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
AFP
1826
Alpha Financial Partners
Kentucky
-$468K -3,647 Closed
YIA
1827
YHB Investment Advisors
Connecticut
-$465K -3,631 Closed
BAAM
1828
Baker Avenue Asset Management
California
-$418K -3,258 Closed
MKA
1829
M. Kulyk & Associates
Georgia
-$394K -3,072 Closed
CAG
1830
Crestwood Advisors Group
Massachusetts
-$386K -3,010 Closed
CAG
1831
Csenge Advisory Group
Florida
-$390K -3,000 Closed
NAS
1832
NWF Advisory Services
California
-$362K -2,825 Closed
Optiver Holding
1833
Optiver Holding
Netherlands
-$347K -2,709 Closed
BAM
1834
BTS Asset Management
Massachusetts
-$332K -2,591 Closed
APW
1835
Aurora Private Wealth
New Jersey
-$332K -2,589 Closed
CG
1836
Cynosure Group
Utah
-$491K -2,478 Closed
FAB
1837
First American Bank
Illinois
-$295K -2,302 Closed
BIM
1838
Bullseye Investment Management
Ohio
-$303K -2,282 Closed
AWMG
1839
Alliance Wealth Management Group
New Jersey
-$286K -2,232 Closed
EP
1840
Edgestream Partners
New Jersey
-$275K -2,142 Closed
EA
1841
Efficient Advisors
Ohio
-$268K -2,093 Closed
BCM
1842
BTC Capital Management
Iowa
-$253K -1,970 Closed
RRCM
1843
Rappaport Reiches Capital Management
Illinois
-$218K -1,704 Closed
FSWA
1844
Financial Synergies Wealth Advisors
Texas
-$218K -1,700 Closed
HAG
1845
HF Advisory Group
Maryland
-$213K -1,663 Closed
CWAG
1846
Compton Wealth Advisory Group
Virginia
-$213K -1,662 Closed
SIA
1847
Soltis Investment Advisors
Utah
-$208K -1,621 Closed
FIM
1848
Fernwood Investment Management
Massachusetts
-$207K -1,617 Closed
FAM
1849
Flaharty Asset Management
Florida
-$128K -1,000 Closed
GJWM
1850
Gilliland Jeter Wealth Management
Arkansas
-$123K -959 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.